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 | AB Small Cap Value Portfolio · SCAVX, SCCVX, SCYVX | 33% | 0.92% | AllianceBernstein L.P. |
| 2 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper | 28% | 0.78% | AllianceBernstein L.P. |
| 3 | AVIP AB Small Cap Portfolio diff. adviser | 27% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 4 | AB Small Cap Growth Portfolio | 27% | 0.90% | AllianceBernstein L.P. |
| 5 | AVIP BlackRock Advantage Small Cap Growth Portfolio cheaper diff. adviser | 26% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 6 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 26% | 0.24% | Pacific Life Fund Advisors LLC |
| 7 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 26% | 0.05% | Fidelity Management & Research Company LLC |
| 8 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 26% | 0.46% | BlackRock Advisors, LLC |
| 9 | JPMorgan Fundamental Data Science Small Core ETF · SCDS cheaper diff. adviser | 26% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 10 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 25% | 0.38% | Principal Global Investors, LLC |
| 11 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 25% | 0.52% | AQR Capital Management, LLc |
| 12 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 25% | 0.50% | Allspring Funds Management, LLC |
| 13 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 25% | 0.24% | BlackRock Fund Advisors |
| 14 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 25% | 0.32% | — |
| 15 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 24% | 1.09% | Charles Schwab Investment Management, Inc. |
| 16 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 24% | 0.05% | The Vanguard Group, Inc. |
| 17 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 24% | 0.83% | Transamerica Asset Management, Inc. |
| 18 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX cheaper diff. adviser | 24% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 24% | 0.65% | T. Rowe Price Associates, Inc. |
| 20 | EQ/AB Small Cap Growth Portfolio cheaper diff. adviser | 24% | 0.67% | Equitable Investment Management Group, LLC |
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