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 | Inverse NASDAQ-100 Strategy Fund · RYAIX, RYAPX, RYACX, RYALX cheaper | 47% | 1.47% | Security Investors, LLC |
| 2 | Russell 2000 1.5x Strategy Fund cheaper | 42% | 1.81% | Security Investors, LLC |
| 3 | Russell 2000 Fund · RYRRX, RYROX, RYRHX cheaper | 42% | 1.63% | Security Investors, LLC |
| 4 | Russell 2000 1.5x Strategy Fund · RYMKX, RYAKX, RYCMX cheaper | 37% | 1.71% | Security Investors, LLC |
| 5 | Inverse S&P 500 Strategy Fund · RYURX, RYARX, RYUCX, RYUHX cheaper | 35% | 1.44% | Security Investors, LLC |
| 6 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 31% | 0.39% | Calvert Research and Management |
| 7 | MetLife Russell 2000 Index Portfolio cheaper diff. adviser | 31% | 0.31% | Brighthouse Investment Advisers, LLC |
| 8 | EQ/2000 Managed Volatility Portfolio cheaper diff. adviser | 31% | 0.59% | Equitable Investment Management Group, LLC |
| 9 | EQ/Franklin Small Cap Value Managed Volatility Portfolio cheaper diff. adviser | 31% | 0.81% | Equitable Investment Management Group, LLC |
| 10 | Master Small Cap Index Series diff. adviser | 31% | — | BlackRock Advisors, LLC |
| 11 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 31% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Venerable Small Cap Index Fund cheaper diff. adviser | 31% | 0.45% | Venerable Investment Advisers, LLC |
| 13 | iShares Russell 2000 ETF · IWM cheaper diff. adviser | 31% | 0.19% | BlackRock Fund Advisors |
| 14 | ATM Small Cap Managed Volatility Portfolio cheaper diff. adviser | 31% | 0.61% | Equitable Investment Management Group, LLC |
| 15 | DWS Small Cap Index VIP cheaper diff. adviser | 31% | 0.38% | DWS Investment Management Americas, Inc. |
| 16 | NVIT Small Cap Index Fund cheaper diff. adviser | 31% | 0.25% | Nationwide Fund Advisors |
| 17 | Small-Cap Index Portfolio cheaper diff. adviser | 31% | 0.38% | Pacific Life Fund Advisors LLC |
| 18 | BlackRock Small Cap Index V.I. Fund cheaper diff. adviser | 31% | 0.22% | BlackRock Advisors, LLC |
| 19 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 31% | 0.38% | Lincoln Financial Investments Corporation |
| 20 | Penn Series Small Cap Index Fund cheaper diff. adviser | 31% | 0.71% | Penn Mutual Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.