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 | Zacks Small/Mid Cap ETF · SMIZ cheaper diff. adviser | 46% | 0.55% | Zacks Investment Management, Inc. |
| 2 | Zacks Small-Cap Core Fund cheaper diff. adviser | 24% | 1.15% | Zacks Investment Management, Inc. |
| 3 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX cheaper | 19% | 0.88% | — |
| 4 | AVIP BlackRock Advantage Small Cap Growth Portfolio cheaper diff. adviser | 19% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 5 | Federated Hermes MDT Small Cap Core ETF · FSCC cheaper diff. adviser | 18% | 0.36% | Federated Advisory Services Company, Federated MDTA LLC |
| 6 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 17% | 0.50% | Allspring Funds Management, LLC |
| 7 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX cheaper diff. adviser | 17% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 17% | 0.05% | The Vanguard Group, Inc. |
| 9 | Schwab Small-Cap Equity Fund · SWSCX cheaper diff. adviser | 17% | 1.09% | Charles Schwab Investment Management, Inc. |
| 10 | Federated Hermes MDT Small Cap Core Fund · QASCX, QCSCX, QISCX, QLSCX cheaper | 17% | 0.88% | — |
| 11 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX cheaper diff. adviser | 16% | 1.06% | Victory Capital Management Inc. |
| 12 | Nuveen Life Small Cap Equity Fund · TLEQX cheaper diff. adviser | 16% | 0.53% | Teachers Advisors, LLC |
| 13 | Emerald Growth Fund cheaper diff. adviser | 16% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 14 | Nuveen Quant Small Cap Equity Fund · TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX cheaper diff. adviser | 16% | 0.00% | Teachers Advisors, LLC |
| 15 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 16% | 0.65% | American Century Investment Management, Inc. |
| 16 | Franklin Small Cap Enhanced ETF cheaper | 16% | 0.45% | — |
| 17 | First Trust Active Factor Small Cap ETF · AFSM cheaper diff. adviser | 15% | 0.75% | First Trust Advisors L.P. |
| 18 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 15% | 0.52% | AQR Capital Management, LLc |
| 19 | Janus Henderson Small/Mid Cap Growth Alpha ETF · JSMD cheaper diff. adviser | 15% | 0.30% | Janus Henderson Investors US LLC |
| 20 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 15% | 0.38% | Principal Global Investors, LLC |
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