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 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 69% | 0.02% | The Vanguard Group, Inc. |
| 2 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 51% | 0.02% | The Vanguard Group, Inc. |
| 3 | Victory Extended Market Index Fund · USMIX cheaper diff. adviser | 51% | 0.35% | Victory Capital Management Inc. |
| 4 | VIP Extended Market Index Portfolio cheaper diff. adviser | 51% | 0.12% | Fidelity Management & Research Company LLC |
| 5 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 50% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 48% | 0.24% | T. Rowe Price Associates, Inc. |
| 7 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 48% | 0.07% | BlackRock Advisors, LLC |
| 8 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 48% | 0.04% | BlackRock Fund Advisors |
| 9 | VANGUARD SMALL-CAP VALUE INDEX FUND · VISVX, VSIIX, VBR, VSIAX cheaper diff. adviser | 48% | 0.05% | The Vanguard Group, Inc. |
| 10 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper diff. adviser | 47% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 47% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | John Hancock Multifactor Mid Cap ETF · JHMM cheaper diff. adviser | 47% | 0.41% | John Hancock Investment Management LLC |
| 13 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML cheaper diff. adviser | 47% | 0.17% | BlackRock Fund Advisors |
| 14 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 46% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper diff. adviser | 46% | 0.02% | SSGA Funds Management, Inc. |
| 16 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 45% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 17 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX diff. adviser | 45% | 0.53% | Crossmark Global Investments, Inc. |
| 18 | PROFUND VP ULTRAMID CAP diff. adviser | 42% | 1.68% | ProFund Advisors LLC |
| 19 | MID-CAP PROFUND · MDPIX, MDPSX diff. adviser | 42% | 1.78% | ProFund Advisors LLC |
| 20 | JNL/RAFI Fundamental U.S. Small Cap Fund cheaper diff. adviser | 41% | 0.32% | Jackson National Asset Management, LLC |
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