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 | SIIT SMALL CAP II FUND · SECAX cheaper | 59% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SEI Select Small Cap ETF · SEIS cheaper | 54% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 53% | 0.99% | — |
| 4 | SIMT Tax-Managed Small/Mid Cap Fund · STMSX, STMPX | 47% | 0.99% | — |
| 5 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 41% | 0.99% | — |
| 6 | SIIT SMALL CAP FUND · SLPAX cheaper | 39% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | SIIT SMALL/MID CAP FUND · SSMAX cheaper | 34% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Global X Russell 2000 ETF · RSSL cheaper | 33% | 0.08% | Global X Management Company LLC |
| 9 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper | 30% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper | 29% | 0.05% | The Vanguard Group, Inc. |
| 11 | Small Cap Index Trust · JAEWX, JESIX, JAJOX cheaper | 28% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 12 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 28% | 0.32% | — |
| 13 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper | 28% | 0.00% | Teachers Advisors, LLC |
| 14 | Penn Series Small Cap Index Fund cheaper | 27% | 0.71% | Penn Mutual Asset Management, LLC |
| 15 | LVIP SSGA Small-Cap Index Fund cheaper | 27% | 0.38% | Lincoln Financial Investments Corporation |
| 16 | Small Cap Index Fund · NSIDX cheaper | 27% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | Venerable Small Cap Index Fund cheaper | 27% | 0.45% | Venerable Investment Advisers, LLC |
| 18 | EQ/Small Company Index Portfolio cheaper | 27% | 0.38% | Equitable Investment Management Group, LLC |
| 19 | SA Small Cap Index Portfolio cheaper | 27% | 0.41% | SunAmerica Asset Management, LLC |
| 20 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper | 27% | 0.05% | The Vanguard Group, Inc. |
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