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 | JPMorgan Small Cap Blend Fund · JDSCX, VSCOX, VSCCX, JSCHX | 45% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX | 36% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 3 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 34% | 0.75% | Lincoln Financial Investments Corporation |
| 4 | ATM Small Cap Managed Volatility Portfolio diff. adviser | 30% | 0.61% | Equitable Investment Management Group, LLC |
| 5 | EQ/2000 Managed Volatility Portfolio diff. adviser | 30% | 0.59% | Equitable Investment Management Group, LLC |
| 6 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO · IJSIX, IJSSX, IJSTX, IJSAX, VPRSX diff. adviser | 30% | 0.88% | Voya Investments, LLC |
| 7 | JPMorgan Active Small Cap Value ETF · JPSV | 29% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 8 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 29% | 0.32% | — |
| 9 | Penn Series Small Cap Index Fund diff. adviser | 28% | 0.71% | Penn Mutual Asset Management, LLC |
| 10 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX | 28% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 11 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 28% | 0.38% | Lincoln Financial Investments Corporation |
| 12 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 28% | 0.24% | Pacific Life Fund Advisors LLC |
| 13 | EQ/Small Company Index Portfolio cheaper diff. adviser | 28% | 0.38% | Equitable Investment Management Group, LLC |
| 14 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 28% | 0.05% | Fidelity Management & Research Company LLC |
| 15 | Venerable Small Cap Index Fund diff. adviser | 28% | 0.45% | Venerable Investment Advisers, LLC |
| 16 | SA Small Cap Index Portfolio diff. adviser | 28% | 0.41% | SunAmerica Asset Management, LLC |
| 17 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX | 28% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 18 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 28% | 0.38% | Principal Global Investors, LLC |
| 19 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 27% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 27% | 0.00% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.