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 | SIMT Small Cap Fund · SLLAX, SMYFX | 59% | 0.98% | — |
| 2 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 47% | 0.99% | — |
| 3 | SIIT SMALL CAP FUND · SLPAX | 45% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | SIMT Tax-Managed Small/Mid Cap Fund · STMSX, STMPX | 39% | 0.99% | — |
| 5 | SEI Select Small Cap ETF · SEIS cheaper | 33% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | SIIT SMALL/MID CAP FUND · SSMAX | 31% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | Global X Russell 2000 ETF · RSSL cheaper diff. adviser | 27% | 0.08% | Global X Management Company LLC |
| 8 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX diff. adviser | 25% | 0.90% | Brinker Capital Investments, LLC |
| 9 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 24% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper diff. adviser | 24% | 0.05% | The Vanguard Group, Inc. |
| 11 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 23% | 0.38% | Lincoln Financial Investments Corporation |
| 12 | Penn Series Small Cap Index Fund cheaper diff. adviser | 23% | 0.71% | Penn Mutual Asset Management, LLC |
| 13 | Small Cap Index Trust · JAEWX, JESIX, JAJOX cheaper diff. adviser | 23% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 14 | Venerable Small Cap Index Fund cheaper diff. adviser | 23% | 0.45% | Venerable Investment Advisers, LLC |
| 15 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper | 23% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | EQ/Small Company Index Portfolio cheaper diff. adviser | 23% | 0.38% | Equitable Investment Management Group, LLC |
| 17 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper diff. adviser | 23% | 0.00% | Teachers Advisors, LLC |
| 18 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 23% | 0.38% | The Variable Annuity Life Insurance Company |
| 19 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 23% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 23% | 0.04% | Charles Schwab Investment Management, Inc. |
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