Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 40% | 0.50% | Allspring Funds Management, LLC |
| 2 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 37% | 0.80% | AQR Capital Management, LLc |
| 3 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 36% | 1.09% | Charles Schwab Investment Management, Inc. |
| 4 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 35% | 0.38% | Principal Global Investors, LLC |
| 5 | First Trust Active Factor Small Cap ETF · AFSM diff. adviser | 33% | 0.75% | First Trust Advisors L.P. |
| 6 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 30% | 0.52% | AQR Capital Management, LLc |
| 7 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 30% | 0.32% | — |
| 8 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX cheaper diff. adviser | 30% | 0.68% | PGIM INVESTMENTS LLC |
| 9 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 29% | 0.75% | Lincoln Financial Investments Corporation |
| 10 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 29% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 11 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 29% | 0.38% | Lincoln Financial Investments Corporation |
| 12 | Franklin Small Cap Enhanced ETF cheaper | 29% | 0.45% | — |
| 13 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX cheaper diff. adviser | 28% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 14 | Venerable US Small Cap Fund diff. adviser | 28% | 0.85% | Venerable Investment Advisers, LLC |
| 15 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 26% | 0.46% | BlackRock Advisors, LLC |
| 16 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 26% | 0.24% | Pacific Life Fund Advisors LLC |
| 17 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 26% | 0.35% | Franklin Advisory Services, LLC |
| 18 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 26% | 0.05% | Fidelity Management & Research Company LLC |
| 19 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 26% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 20 | Penn Series Small Cap Index Fund cheaper diff. adviser | 26% | 0.71% | Penn Mutual Asset Management, LLC |
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