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 | 54% | 0.98% | — |
| 2 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 53% | 0.99% | — |
| 3 | SIMT Tax-Managed Small/Mid Cap Fund · STMSX, STMPX | 49% | 0.99% | — |
| 4 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 34% | 0.99% | — |
| 5 | SIIT SMALL CAP II FUND · SECAX | 33% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Global X Russell 2000 ETF · RSSL cheaper diff. adviser | 30% | 0.08% | Global X Management Company LLC |
| 7 | SIIT SMALL/MID CAP FUND · SSMAX | 28% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 28% | 0.50% | Allspring Funds Management, LLC |
| 9 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 27% | 0.38% | Principal Global Investors, LLC |
| 10 | Nuveen Life Small Cap Equity Fund · TLEQX cheaper diff. adviser | 27% | 0.53% | Teachers Advisors, LLC |
| 11 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 26% | 0.32% | — |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper diff. adviser | 26% | 0.05% | The Vanguard Group, Inc. |
| 13 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 26% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 14 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX diff. adviser | 26% | 0.65% | American Century Investment Management, Inc. |
| 15 | Nuveen Quant Small Cap Equity Fund · TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX cheaper diff. adviser | 26% | 0.00% | Teachers Advisors, LLC |
| 16 | Small Cap Index Trust · JAEWX, JESIX, JAJOX cheaper diff. adviser | 26% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 17 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 25% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 18 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper diff. adviser | 25% | 0.00% | Teachers Advisors, LLC |
| 19 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 25% | 0.75% | Lincoln Financial Investments Corporation |
| 20 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 25% | 1.09% | Charles Schwab Investment Management, Inc. |
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