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 | State Street Small-Cap Equity V.I.S. Fund · SSSEX | 98% | 1.44% | SSGA Funds Management, Inc. |
| 2 | Multi-Manager U.S. Small Cap Equity Fund · MMSMX diff. adviser | 31% | 0.80% | Goldman Sachs Asset Management, L.P. |
| 3 | Champlain Small Company Fund · CIPSX, CIPNX diff. adviser | 30% | 0.99% | Champlain Investment Partners, LLC |
| 4 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO · IJSIX, IJSSX, IJSTX, IJSAX, VPRSX diff. adviser | 23% | 0.88% | Voya Investments, LLC |
| 5 | John Hancock Multifactor Small Cap ETF · JHSC cheaper diff. adviser | 23% | 0.42% | John Hancock Investment Management LLC |
| 6 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 23% | 0.04% | Charles Schwab Investment Management, Inc. |
| 7 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper | 23% | 0.02% | SSGA Funds Management, Inc. |
| 8 | SA Multi-Managed Small Cap Portfolio diff. adviser | 23% | 1.00% | SunAmerica Asset Management, LLC |
| 9 | JPMorgan Small Cap Blend Fund · JDSCX, VSCOX, VSCCX, JSCHX cheaper diff. adviser | 23% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 10 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper | 22% | 0.03% | SSGA Funds Management, Inc. |
| 11 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 22% | 0.68% | Jackson National Asset Management, LLC |
| 12 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper | 22% | 0.03% | SSGA Funds Management, Inc. |
| 13 | Column Small Cap Fund · CFSLX cheaper | 22% | 0.63% | — |
| 14 | SA U.S. Small Company Fund diff. adviser | 22% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 15 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX diff. adviser | 22% | 0.87% | Principal Global Investors, LLC |
| 16 | SFT Index 400 Mid-Cap Fund cheaper diff. adviser | 22% | 0.31% | Securian Asset Management, Inc. |
| 17 | Venerable US Small Cap Fund diff. adviser | 21% | 0.85% | Venerable Investment Advisers, LLC |
| 18 | JNL/DFA U.S. Small Cap Fund cheaper diff. adviser | 21% | 0.63% | Jackson National Asset Management, LLC |
| 19 | JPMorgan Small & Mid Cap Enhanced Equity ETF · JMEE cheaper diff. adviser | 21% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 20 | U.S. Small Cap Growth Portfolio cheaper diff. adviser | 21% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
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