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 | DWS Small Cap Growth Fund · SSDIX, SSDAX, SSDCX, SSDSX, SSDZX | 27% | 0.89% | DWS Investment Management Americas, Inc. |
| 2 | DWS Small Mid Cap Growth VIP | 21% | 0.82% | DWS Investment Management Americas, Inc. |
| 3 | DWS Global Small Cap VIP | 12% | 0.86% | DWS Investment Management Americas, Inc. |
| 4 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 12% | 0.18% | BlackRock Fund Advisors |
| 5 | WisdomTree U.S. SmallCap Quality Growth Fund · QSML cheaper diff. adviser | 12% | 0.38% | WisdomTree Asset Management, Inc. |
| 6 | DWS Global Small Cap Fund · KGDAX, KGDCX, SGSCX, KGDIX, KGDZX | 12% | 1.09% | DWS Investment Management Americas, Inc. |
| 7 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV cheaper diff. adviser | 12% | 0.15% | SSGA Funds Management, Inc. |
| 8 | PROFUND VP SMALLCAP VALUE diff. adviser | 12% | 1.68% | ProFund Advisors LLC |
| 9 | Fidelity Stock Selector Small Cap Fund · FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX cheaper diff. adviser | 12% | 0.73% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Series Small Cap Opportunities Fund · FSOPX cheaper diff. adviser | 12% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Applied Finance IVS US SMID ETF · IVSS cheaper diff. adviser | 11% | 0.59% | Applied Finance Advisors, LLC |
| 12 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 11% | 1.78% | ProFund Advisors LLC |
| 13 | Loomis Sayles Small Cap Core Portfolio diff. adviser | 11% | 0.90% | Brighthouse Investment Advisers, LLC |
| 14 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 11% | 0.35% | Franklin Advisory Services, LLC |
| 15 | American Century Small Cap Value Insights ETF · ACSV cheaper | 11% | 0.49% | — |
| 16 | Fidelity Advisor Small Cap Fund · FSCDX, FSCEX, FSCTX, FSCIX, FZAOX diff. adviser | 11% | 0.83% | Fidelity Management & Research Company LLC |
| 17 | Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF · SCOW cheaper diff. adviser | 10% | 0.59% | Pacer Advisors, Inc. |
| 18 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 10% | 0.20% | BlackRock Fund Advisors |
| 19 | Invesco S&P SmallCap 600 GARP ETF cheaper diff. adviser | 10% | 0.35% | Invesco Capital Management LLC |
| 20 | Loomis Sayles Small Cap Value Fund · LSSCX, LSCRX, LSVAX, LSCNX diff. adviser | 10% | 0.85% | Loomis, Sayles & Company, L.P. |
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