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 | Federated Hermes MDT Small Cap Core ETF · FSCC cheaper | 72% | 0.36% | Federated Advisory Services Company, Federated MDTA LLC |
| 2 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX | 60% | 0.88% | — |
| 3 | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund · VSFAX, VSFCX, VSFIX, VSFRX, VSFSX cheaper | 53% | 0.82% | — |
| 4 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper | 29% | 0.52% | AQR Capital Management, LLc |
| 5 | Schwab Small-Cap Equity Fund · SWSCX | 29% | 1.09% | Charles Schwab Investment Management, Inc. |
| 6 | SA Small Cap Index Portfolio cheaper | 28% | 0.41% | SunAmerica Asset Management, LLC |
| 7 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 27% | 0.32% | — |
| 8 | LVIP SSGA Small-Cap Index Fund cheaper | 27% | 0.38% | Lincoln Financial Investments Corporation |
| 9 | Penn Series Small Cap Index Fund cheaper | 27% | 0.71% | Penn Mutual Asset Management, LLC |
| 10 | EQ/Small Company Index Portfolio cheaper | 27% | 0.38% | Equitable Investment Management Group, LLC |
| 11 | LVIP JPMorgan Small Cap Core Fund cheaper | 27% | 0.75% | Lincoln Financial Investments Corporation |
| 12 | Venerable Small Cap Index Fund cheaper | 27% | 0.45% | Venerable Investment Advisers, LLC |
| 13 | Nationwide Small Cap Index Fund · GMRAX, GMRCX, GMRIX, GMSRX, NWXRX cheaper | 27% | 0.26% | Nationwide Fund Advisors |
| 14 | Schwab Small-Cap Index Fund · SWSSX cheaper | 27% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper | 26% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX cheaper | 26% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 17 | Small Cap Index Fund · VCSLX cheaper | 26% | 0.38% | The Variable Annuity Life Insurance Company |
| 18 | CVT Russell 2000 Small Cap Index Portfolio cheaper | 26% | 0.39% | Calvert Research and Management |
| 19 | DWS Small Cap Index VIP cheaper | 26% | 0.38% | DWS Investment Management Americas, Inc. |
| 20 | Voya VACS Index Series SC Portfolio · VVICX | 26% | — | Voya Investments, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.