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 | iShares S&P Small-Cap 600 Value ETF · IJS diff. adviser | 94% | 0.18% | BlackRock Fund Advisors |
| 2 | PROFUND VP SMALLCAP VALUE diff. adviser | 92% | 1.68% | ProFund Advisors LLC |
| 3 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 89% | 1.78% | ProFund Advisors LLC |
| 4 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 86% | 0.03% | The Vanguard Group, Inc. |
| 5 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper | 66% | 0.03% | SSGA Funds Management, Inc. |
| 6 | Index 600 Stock Portfolio diff. adviser | 63% | 0.27% | Mason Street Advisors, LLC |
| 7 | Small Cap Stock Index Portfolio diff. adviser | 63% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 8 | MOA SMALL CAP EQUITY INDEX FUND diff. adviser | 63% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 9 | JNL Small Cap Index Fund cheaper diff. adviser | 62% | 0.10% | Jackson National Asset Management, LLC |
| 10 | AZL Small Cap Stock Index Fund diff. adviser | 61% | 0.34% | Allianz Investment Management LLC |
| 11 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 61% | 0.03% | The Vanguard Group, Inc. |
| 12 | iShares Core S&P Small-Cap ETF · IJR cheaper diff. adviser | 60% | 0.06% | BlackRock Fund Advisors |
| 13 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX diff. adviser | 60% | 0.20% | Empower Capital Management, LLC |
| 14 | THRIVENT SMALL CAP INDEX PORTFOLIO diff. adviser | 60% | 0.24% | Thrivent Financial for Lutherans |
| 15 | Columbia Small Cap Index Fund · NMSAX, NMSCX, CXXRX, CSPYX diff. adviser | 59% | 0.20% | Columbia Management Investment Advisers, LLC |
| 16 | BNY Mellon Smallcap Stock Index Fund · DISSX, DISIX diff. adviser | 59% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 17 | VANGUARD S&P SMALL-CAP 600 INDEX FUND · VIOO, VSMSX cheaper diff. adviser | 58% | 0.03% | The Vanguard Group, Inc. |
| 18 | S&P SmallCap Index Fund · SMCIX, SMLKX diff. adviser | 58% | 0.86% | CCM Partners, LP. dba Shelton Capital Management |
| 19 | SmallCap S&P 600 Index Fund · PSSMX, PSSPX, PSSIX, PSSJX, PSPIX diff. adviser | 57% | 0.17% | Principal Global Investors, LLC |
| 20 | iShares ESG Select Screened S&P Small-Cap ETF · XJR cheaper diff. adviser | 56% | 0.12% | BlackRock Fund Advisors |
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