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 Fund · QASCX, QCSCX, QISCX, QLSCX | 60% | 0.88% | — |
| 2 | Federated Hermes MDT Small Cap Core ETF · FSCC cheaper | 50% | 0.36% | Federated Advisory Services Company, Federated MDTA LLC |
| 3 | PD Small-Cap Growth Index Portfolio cheaper | 36% | 0.24% | Pacific Life Fund Advisors LLC |
| 4 | Fidelity Small Cap Growth Index Fund · FECGX cheaper | 36% | 0.05% | Fidelity Management & Research Company LLC |
| 5 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper | 35% | 0.05% | The Vanguard Group, Inc. |
| 6 | iShares Russell 2000 Growth ETF · IWO cheaper | 35% | 0.24% | BlackRock Fund Advisors |
| 7 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper | 34% | 0.46% | BlackRock Advisors, LLC |
| 8 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper | 33% | 0.52% | AQR Capital Management, LLc |
| 9 | AVIP BlackRock Advantage Small Cap Growth Portfolio cheaper | 33% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 10 | Goldman Sachs Small Cap Growth Insights Fund · GSAOX, GSCOX, GSIOX, GSROX, GSTOX, GINUX, GSZPX cheaper | 31% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 11 | Schwab Small-Cap Equity Fund · SWSCX | 30% | 1.09% | Charles Schwab Investment Management, Inc. |
| 12 | SA Small Cap Index Portfolio cheaper | 28% | 0.41% | SunAmerica Asset Management, LLC |
| 13 | Venerable US Small Cap Fund cheaper | 27% | 0.85% | Venerable Investment Advisers, LLC |
| 14 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper | 27% | 0.50% | Allspring Funds Management, LLC |
| 15 | Principal U.S. Small-Cap ETF · PSC cheaper | 27% | 0.38% | Principal Global Investors, LLC |
| 16 | Nationwide Small Cap Index Fund · GMRAX, GMRCX, GMRIX, GMSRX, NWXRX cheaper | 26% | 0.26% | Nationwide Fund Advisors |
| 17 | LVIP SSGA Small-Cap Index Fund cheaper | 26% | 0.38% | Lincoln Financial Investments Corporation |
| 18 | Penn Series Small Cap Index Fund cheaper | 26% | 0.71% | Penn Mutual Asset Management, LLC |
| 19 | EQ/Small Company Index Portfolio cheaper | 26% | 0.38% | Equitable Investment Management Group, LLC |
| 20 | Transamerica T. Rowe Price Small Cap VP cheaper | 26% | 0.83% | Transamerica Asset Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.