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 | Emerald Growth Fund cheaper diff. adviser | 44% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 2 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 41% | 0.78% | AllianceBernstein L.P. |
| 3 | AVIP AB Small Cap Portfolio diff. adviser | 38% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 4 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 36% | 0.85% | New York Life Investment Management LLC |
| 5 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 36% | 0.05% | The Vanguard Group, Inc. |
| 6 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 34% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 7 | AB Small Cap Growth Portfolio diff. adviser | 33% | 0.90% | AllianceBernstein L.P. |
| 8 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 33% | 0.88% | MML Investment Advisers, LLC |
| 9 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 31% | 0.24% | Pacific Life Fund Advisors LLC |
| 10 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 31% | 0.05% | Fidelity Management & Research Company LLC |
| 11 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 31% | 0.68% | Jackson National Asset Management, LLC |
| 12 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 31% | 0.65% | T. Rowe Price Associates, Inc. |
| 13 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 31% | 0.83% | Transamerica Asset Management, Inc. |
| 14 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 30% | 0.24% | BlackRock Fund Advisors |
| 15 | Invesco Discovery Fund cheaper diff. adviser | 30% | 0.65% | Invesco Advisers, Inc. |
| 16 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 30% | 0.56% | Mason Street Advisors, LLC |
| 17 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 30% | 0.65% | Hartford Funds Management Company, LLC |
| 18 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 30% | 0.51% | Brighthouse Investment Advisers, LLC |
| 19 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 30% | 0.49% | — |
| 20 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 29% | 0.95% | First Trust Advisors L.P. |
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