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 | S&P SmallCap 600 Pure Growth Fund | 100% | 1.64% | Security Investors, LLC |
| 2 | Invesco S&P Smallcap 600 Pure Growth ETF · RZG cheaper diff. adviser | 73% | 0.35% | Invesco Capital Management LLC |
| 3 | PROFUND VP SMALLCAP GROWTH diff. adviser | 50% | 1.68% | ProFund Advisors LLC |
| 4 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF · SLYG cheaper diff. adviser | 50% | 0.15% | SSGA Funds Management, Inc. |
| 5 | SMALL-CAP GROWTH PROFUND · SGPIX, SGPSX diff. adviser | 49% | 1.78% | ProFund Advisors LLC |
| 6 | iShares S&P Small-Cap 600 Growth ETF · IJT cheaper diff. adviser | 49% | 0.18% | BlackRock Fund Advisors |
| 7 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND · VIOG cheaper diff. adviser | 44% | 0.08% | The Vanguard Group, Inc. |
| 8 | Invesco S&P SmallCap Momentum ETF · XSMO cheaper diff. adviser | 33% | 0.36% | Invesco Capital Management LLC |
| 9 | Invesco S&P SmallCap 600 GARP ETF cheaper diff. adviser | 29% | 0.35% | Invesco Capital Management LLC |
| 10 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 28% | 0.59% | Pacer Advisors, Inc. |
| 11 | Index 600 Stock Portfolio cheaper diff. adviser | 28% | 0.27% | Mason Street Advisors, LLC |
| 12 | Small Cap Stock Index Portfolio cheaper diff. adviser | 27% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 13 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 27% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 14 | NAA SMALL GROWTH SERIES cheaper diff. adviser | 27% | 1.16% | New Age Alpha Advisors, LLC |
| 15 | JNL Small Cap Index Fund cheaper diff. adviser | 27% | 0.10% | Jackson National Asset Management, LLC |
| 16 | iShares ESG Select Screened S&P Small-Cap ETF · XJR cheaper diff. adviser | 27% | 0.12% | BlackRock Fund Advisors |
| 17 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 27% | 0.03% | The Vanguard Group, Inc. |
| 18 | AZL Small Cap Stock Index Fund cheaper diff. adviser | 27% | 0.34% | Allianz Investment Management LLC |
| 19 | iShares Core S&P Small-Cap ETF · IJR cheaper diff. adviser | 27% | 0.06% | BlackRock Fund Advisors |
| 20 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper diff. adviser | 26% | 0.03% | SSGA Funds Management, Inc. |
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