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 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX | 70% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 2 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO · IJSIX, IJSSX, IJSTX, IJSAX, VPRSX diff. adviser | 39% | 0.88% | Voya Investments, LLC |
| 3 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX diff. adviser | 20% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 4 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX diff. adviser | 19% | 0.82% | AMG Funds LLC |
| 5 | WisdomTree U.S. MidCap Quality Growth Fund · QMID cheaper diff. adviser | 19% | 0.38% | WisdomTree Asset Management, Inc. |
| 6 | Harbor Active Small Cap ETF · SMLL diff. adviser | 19% | 0.80% | Harbor Capital Advisors, Inc. |
| 7 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX diff. adviser | 19% | 0.82% | AMG Funds LLC |
| 8 | EQ/400 Managed Volatility Portfolio diff. adviser | 18% | 0.60% | Equitable Investment Management Group, LLC |
| 9 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 17% | 0.55% | Tidal Investments LLC |
| 10 | ATM Mid Cap Managed Volatility Portfolio diff. adviser | 17% | 0.61% | Equitable Investment Management Group, LLC |
| 11 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX | 17% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 12 | Calvert Small/Mid-Cap Fund diff. adviser | 17% | 0.89% | Calvert Research and Management |
| 13 | JPMorgan Small & Mid Cap Enhanced Equity ETF · JMEE cheaper | 17% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 14 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 17% | 0.15% | SSGA Funds Management, Inc. |
| 15 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 16% | 0.17% | BlackRock Fund Advisors |
| 16 | NYLI VP Small Cap Growth Portfolio diff. adviser | 16% | 0.85% | New York Life Investment Management LLC |
| 17 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX diff. adviser | 16% | 0.81% | Boston Management and Research |
| 18 | Trillium ESG Small/Mid Cap Fund · TSMDX diff. adviser | 16% | 0.97% | JOHCM (USA) Inc. |
| 19 | State Street SPDR S&P MidCap 400SM ETF Trust | 15% | — | — |
| 20 | Index 400 Stock Portfolio cheaper diff. adviser | 15% | 0.24% | Mason Street Advisors, LLC |
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