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 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX diff. adviser | 27% | 0.95% | Calamos Advisors LLC |
| 2 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX diff. adviser | 24% | 1.05% | Calamos Advisors LLC |
| 3 | Small Company Growth Portfolio · DTSGX, WSMGX diff. adviser | 23% | 1.10% | Wilshire Advisors LLC |
| 4 | Russell Investments U.S. Small Cap Equity ETF · RUSC cheaper diff. adviser | 23% | 0.64% | Russell Investment Management, LLC |
| 5 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 22% | 0.05% | The Vanguard Group, Inc. |
| 6 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 22% | 0.24% | Pacific Life Fund Advisors LLC |
| 7 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 22% | 0.46% | BlackRock Advisors, LLC |
| 8 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 22% | 0.05% | Fidelity Management & Research Company LLC |
| 9 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 21% | 0.24% | BlackRock Fund Advisors |
| 10 | VANGUARD SMALL-CAP GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper diff. adviser | 21% | 0.05% | The Vanguard Group, Inc. |
| 11 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 21% | 0.95% | First Trust Advisors L.P. |
| 12 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 21% | 0.68% | Jackson National Asset Management, LLC |
| 13 | SMALL COMPANY GROWTH PORTFOLIO cheaper diff. adviser | 21% | 0.29% | The Vanguard Group, Inc., ArrowMark Colorado Holdings, LLC |
| 14 | Goldman Sachs Small Cap Growth Insights Fund · GSAOX, GSCOX, GSIOX, GSROX, GSTOX, GINUX, GSZPX diff. adviser | 20% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 15 | U.S. Small Cap Equity Fund · RIFBX diff. adviser | 20% | 1.14% | Russell Investment Management, LLC |
| 16 | U.S. Small Cap Growth Portfolio cheaper diff. adviser | 20% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 17 | U.S. Small Cap Equity Fund · REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX diff. adviser | 20% | 0.91% | Russell Investment Management, LLC |
| 18 | Venerable US Small Cap Fund diff. adviser | 20% | 0.85% | Venerable Investment Advisers, LLC |
| 19 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 20% | 0.85% | Columbia Management Investment Advisers, LLC |
| 20 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX | 20% | 0.88% | — |
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