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 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG | 29% | 0.59% | Pacer Advisors, Inc. |
| 2 | Invesco S&P SmallCap Quality ETF · XSHQ cheaper diff. adviser | 22% | 0.29% | Invesco Capital Management LLC |
| 3 | Distillate Small/Mid Cash Flow ETF · DSMC cheaper | 17% | 0.55% | — |
| 4 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF · ESIX cheaper diff. adviser | 16% | 0.12% | SSGA Funds Management, Inc. |
| 5 | Invesco S&P SmallCap Information Technology ETF · PSCT cheaper diff. adviser | 15% | 0.29% | Invesco Capital Management LLC |
| 6 | Index 600 Stock Portfolio cheaper diff. adviser | 15% | 0.27% | Mason Street Advisors, LLC |
| 7 | Small Cap Stock Index Portfolio diff. adviser | 14% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 8 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 14% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 9 | PROFUND VP SMALLCAP VALUE diff. adviser | 14% | 1.68% | ProFund Advisors LLC |
| 10 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV cheaper diff. adviser | 14% | 0.15% | SSGA Funds Management, Inc. |
| 11 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 14% | 0.03% | The Vanguard Group, Inc. |
| 12 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 14% | 1.78% | ProFund Advisors LLC |
| 13 | JNL Small Cap Index Fund cheaper diff. adviser | 14% | 0.10% | Jackson National Asset Management, LLC |
| 14 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND · VIOG cheaper diff. adviser | 14% | 0.08% | The Vanguard Group, Inc. |
| 15 | PROFUND VP SMALLCAP GROWTH diff. adviser | 14% | 1.68% | ProFund Advisors LLC |
| 16 | SMALL-CAP GROWTH PROFUND · SGPIX, SGPSX diff. adviser | 14% | 1.78% | ProFund Advisors LLC |
| 17 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 14% | 0.35% | Franklin Advisory Services, LLC |
| 18 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 14% | 0.18% | BlackRock Fund Advisors |
| 19 | AZL Small Cap Stock Index Fund cheaper diff. adviser | 14% | 0.34% | Allianz Investment Management LLC |
| 20 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX cheaper diff. adviser | 14% | 0.20% | Empower Capital Management, LLC |
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