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 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper | 41% | 0.52% | AQR Capital Management, LLc |
| 2 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 38% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 3 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX cheaper diff. adviser | 37% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 36% | 0.50% | Allspring Funds Management, LLC |
| 5 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 36% | 0.32% | — |
| 6 | Penn Series Small Cap Index Fund cheaper diff. adviser | 36% | 0.71% | Penn Mutual Asset Management, LLC |
| 7 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 36% | 0.38% | Lincoln Financial Investments Corporation |
| 8 | EQ/Small Company Index Portfolio cheaper diff. adviser | 36% | 0.38% | Equitable Investment Management Group, LLC |
| 9 | SA Small Cap Index Portfolio cheaper diff. adviser | 36% | 0.41% | SunAmerica Asset Management, LLC |
| 10 | Venerable Small Cap Index Fund cheaper diff. adviser | 35% | 0.45% | Venerable Investment Advisers, LLC |
| 11 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 35% | 1.09% | Charles Schwab Investment Management, Inc. |
| 12 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 35% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 35% | 0.39% | Calvert Research and Management |
| 14 | Voya VACS Index Series SC Portfolio · VVICX diff. adviser | 35% | — | Voya Investments, LLC |
| 15 | DWS Small Cap Index VIP cheaper diff. adviser | 34% | 0.38% | DWS Investment Management Americas, Inc. |
| 16 | Nationwide Small Cap Index Fund · GMRAX, GMRCX, GMRIX, GMSRX, NWXRX cheaper diff. adviser | 34% | 0.26% | Nationwide Fund Advisors |
| 17 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 34% | 0.38% | The Variable Annuity Life Insurance Company |
| 18 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 34% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | ATM Small Cap Managed Volatility Portfolio cheaper diff. adviser | 34% | 0.61% | Equitable Investment Management Group, LLC |
| 20 | Small-Cap Index Portfolio cheaper diff. adviser | 34% | 0.38% | Pacific Life Fund Advisors LLC |
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