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 RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 2 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 35% | 0.28% | Pacific Life Fund Advisors LLC |
| 3 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 34% | 0.05% | Fidelity Management & Research Company LLC |
| 4 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 34% | 0.24% | BlackRock Fund Advisors |
| 5 | Small Cap Core Fund cheaper | 31% | 0.42% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Small Cap Value Fund · VVSCX diff. adviser | 31% | 0.84% | The Variable Annuity Life Insurance Company |
| 7 | JPMorgan Small Cap Value Portfolio diff. adviser | 30% | 0.77% | Brighthouse Investment Advisers, LLC |
| 8 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX diff. adviser | 30% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 9 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 29% | 0.68% | PGIM INVESTMENTS LLC |
| 10 | Small Cap Index Fund · NSIDX cheaper | 29% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | Harbor AlphaEdge Small Cap Earners ETF · EBIT cheaper diff. adviser | 28% | 0.29% | Harbor Capital Advisors, Inc. |
| 12 | Vericimetry U.S. Small Cap Value Fund · VYSVX | 28% | 0.61% | — |
| 13 | Small-Cap Value Fund · BRSVX diff. adviser | 28% | 0.90% | Bridgeway Capital Management, LLC |
| 14 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 27% | 0.32% | — |
| 15 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 27% | 0.25% | — |
| 16 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE cheaper diff. adviser | 26% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 17 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 26% | 0.00% | — |
| 18 | WisdomTree U.S. SmallCap Fund · EES cheaper diff. adviser | 26% | 0.38% | WisdomTree Asset Management, Inc. |
| 19 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper diff. adviser | 26% | 0.05% | The Vanguard Group, Inc. |
| 20 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 25% | 0.25% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.