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/MID CAP FUND · SSMAX | 49% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SIIT SMALL CAP II FUND · SECAX | 45% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SIMT Small Cap Fund · SLLAX, SMYFX | 39% | 0.98% | — |
| 4 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 31% | 0.99% | — |
| 5 | LSV Small Cap Value Fund · LSVQX, LVAQX diff. adviser | 31% | 0.83% | LSV Asset Management |
| 6 | Global X Russell 2000 ETF · RSSL cheaper diff. adviser | 25% | 0.08% | Global X Management Company LLC |
| 7 | SIMT Tax-Managed Small/Mid Cap Fund · STMSX, STMPX | 24% | 0.99% | — |
| 8 | SEI Select Small Cap ETF · SEIS cheaper | 23% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 23% | 0.99% | — |
| 10 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 22% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 11 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 22% | 0.38% | Lincoln Financial Investments Corporation |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper diff. adviser | 22% | 0.05% | The Vanguard Group, Inc. |
| 13 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 22% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper diff. adviser | 21% | 0.00% | Teachers Advisors, LLC |
| 15 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper | 21% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | GuideMark Small/Mid Cap Core Fund · GMSMX, GISMX, GSMRX diff. adviser | 21% | 0.82% | AssetMark Inc. |
| 17 | Small Cap Index Trust · JAEWX, JESIX, JAJOX cheaper diff. adviser | 21% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 18 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 21% | 0.83% | — |
| 19 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 21% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 20% | 0.04% | Charles Schwab Investment Management, Inc. |
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