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 | Russell 2000 1.5x Strategy Fund | 72% | 1.81% | Security Investors, LLC |
| 2 | Russell 2000 1.5x Strategy Fund · RYMKX, RYAKX, RYCMX | 61% | 1.71% | Security Investors, LLC |
| 3 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 56% | 0.39% | Calvert Research and Management |
| 4 | MetLife Russell 2000 Index Portfolio cheaper diff. adviser | 56% | 0.31% | Brighthouse Investment Advisers, LLC |
| 5 | EQ/2000 Managed Volatility Portfolio cheaper diff. adviser | 56% | 0.59% | Equitable Investment Management Group, LLC |
| 6 | Master Small Cap Index Series diff. adviser | 55% | — | BlackRock Advisors, LLC |
| 7 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 55% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | DWS Small Cap Index VIP cheaper diff. adviser | 55% | 0.38% | DWS Investment Management Americas, Inc. |
| 9 | Venerable Small Cap Index Fund cheaper diff. adviser | 55% | 0.45% | Venerable Investment Advisers, LLC |
| 10 | Small-Cap Index Portfolio cheaper diff. adviser | 55% | 0.38% | Pacific Life Fund Advisors LLC |
| 11 | ATM Small Cap Managed Volatility Portfolio cheaper diff. adviser | 55% | 0.61% | Equitable Investment Management Group, LLC |
| 12 | BlackRock Small Cap Index V.I. Fund cheaper diff. adviser | 55% | 0.22% | BlackRock Advisors, LLC |
| 13 | iShares Russell 2000 ETF · IWM cheaper diff. adviser | 55% | 0.19% | BlackRock Fund Advisors |
| 14 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 55% | 0.38% | Lincoln Financial Investments Corporation |
| 15 | NVIT Small Cap Index Fund cheaper diff. adviser | 55% | 0.25% | Nationwide Fund Advisors |
| 16 | Penn Series Small Cap Index Fund cheaper diff. adviser | 55% | 0.71% | Penn Mutual Asset Management, LLC |
| 17 | Nationwide Small Cap Index Fund · GMRAX, GMRCX, GMRIX, GMSRX, NWXRX cheaper diff. adviser | 55% | 0.26% | Nationwide Fund Advisors |
| 18 | ProShares Russell 2000 High Income ETF · ITWO cheaper diff. adviser | 55% | 0.55% | PROSHARE ADVISORS LLC |
| 19 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 55% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | ProShares Russell 2000 Dynamic Buffer ETF · RB cheaper | 55% | 0.58% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.