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 | SEI Select Small Cap ETF · SEIS cheaper | 53% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SIMT Small Cap Fund · SLLAX, SMYFX cheaper | 41% | 0.98% | — |
| 3 | SIIT SMALL/MID CAP FUND · SSMAX cheaper | 35% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | SIMT Tax-Managed Small/Mid Cap Fund · STMSX, STMPX | 35% | 0.99% | — |
| 5 | SIIT SMALL CAP FUND · SLPAX cheaper | 31% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 31% | 0.83% | — |
| 7 | AVIP BlackRock Advantage Small Cap Growth Portfolio cheaper | 25% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 8 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper | 24% | 0.05% | The Vanguard Group, Inc. |
| 9 | Global X Russell 2000 ETF · RSSL cheaper | 23% | 0.08% | Global X Management Company LLC |
| 10 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper | 23% | 0.52% | AQR Capital Management, LLc |
| 11 | Putnam VT Small Cap Growth Fund cheaper | 23% | 0.88% | Putnam Investment Management, LLC |
| 12 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper | 23% | 0.76% | Putnam Investment Management, LLC |
| 13 | Transamerica T. Rowe Price Small Cap VP cheaper | 22% | 0.83% | Transamerica Asset Management, Inc. |
| 14 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper | 22% | 0.65% | T. Rowe Price Associates, Inc. |
| 15 | T.Rowe Price Small Cap Growth Portfolio cheaper | 21% | 0.51% | Brighthouse Investment Advisers, LLC |
| 16 | First Trust Mid Cap Growth AlphaDEX Fund · FNY cheaper | 21% | 0.73% | First Trust Advisors L.P. |
| 17 | PD Small-Cap Growth Index Portfolio cheaper | 21% | 0.24% | Pacific Life Fund Advisors LLC |
| 18 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 21% | 0.49% | — |
| 19 | Variable Portfolio - Partners Small Cap Growth Fund cheaper | 21% | 0.85% | Columbia Management Investment Advisers, LLC |
| 20 | Fidelity Small Cap Growth Index Fund · FECGX cheaper | 21% | 0.05% | Fidelity Management & Research Company LLC |
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