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 | WisdomTree U.S. SmallCap Dividend Fund · DES diff. adviser | 28% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper | 28% | 0.03% | SSGA Funds Management, Inc. |
| 3 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 27% | 0.52% | Timothy Partners Ltd. |
| 4 | U.S. MICRO CAP PORTFOLIO · DFSCX diff. adviser | 26% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Inspire Small/Mid Cap ETF · ISMD diff. adviser | 26% | 0.53% | CWM Advisors, LLC |
| 6 | Avantis U.S. Small Cap Equity ETF · AVSC | 26% | 0.25% | — |
| 7 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE diff. adviser | 25% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 8 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 25% | 0.00% | — |
| 9 | Hartford Multifactor Small Cap ETF · ROSC diff. adviser | 25% | 0.34% | Lattice Strategies LLC |
| 10 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS diff. adviser | 25% | 0.35% | Franklin Advisory Services, LLC |
| 11 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV | 24% | 0.15% | SSGA Funds Management, Inc. |
| 12 | Index 600 Stock Portfolio diff. adviser | 24% | 0.27% | Mason Street Advisors, LLC |
| 13 | Small Cap Stock Index Portfolio diff. adviser | 23% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 14 | MOA SMALL CAP EQUITY INDEX FUND diff. adviser | 23% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 15 | BNY Mellon Smallcap Stock Index Fund · DISSX, DISIX diff. adviser | 23% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 16 | iShares ESG Select Screened S&P Small-Cap ETF · XJR diff. adviser | 23% | 0.12% | BlackRock Fund Advisors |
| 17 | Columbia Research Enhanced Small Cap ETF · RESM | 23% | 0.32% | — |
| 18 | JNL Small Cap Index Fund cheaper diff. adviser | 23% | 0.10% | Jackson National Asset Management, LLC |
| 19 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF · SLYG | 23% | 0.15% | SSGA Funds Management, Inc. |
| 20 | Columbia Small Cap Index Fund · NMSAX, NMSCX, CXXRX, CSPYX diff. adviser | 23% | 0.20% | Columbia Management Investment Advisers, LLC |
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