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 | SIIT SMALL CAP FUND · SLPAX | 49% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 35% | 0.99% | — |
| 3 | SIMT Small Cap Fund · SLLAX, SMYFX | 34% | 0.98% | — |
| 4 | SIMT Tax-Managed Small/Mid Cap Fund · STMSX, STMPX | 32% | 0.99% | — |
| 5 | SIIT SMALL CAP II FUND · SECAX | 31% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 30% | 0.15% | Fidelity Management & Research Company LLC |
| 7 | Mercer US Small/Mid Cap Equity Fund · MSCJX, MSCQX, MSCWX, MSCGX cheaper diff. adviser | 30% | 0.50% | Mercer Investments LLC |
| 8 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper | 28% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | SEI Select Small Cap ETF · SEIS cheaper | 28% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | AVIP S&P MidCap 400 Index Portfolio cheaper diff. adviser | 28% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 11 | SA U.S. Small Company Fund diff. adviser | 28% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 12 | THRIVENT MID CAP INDEX PORTFOLIO cheaper diff. adviser | 28% | 0.25% | Thrivent Financial for Lutherans |
| 13 | AZL Mid Cap Index Fund cheaper diff. adviser | 28% | 0.33% | Allianz Investment Management LLC |
| 14 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX cheaper diff. adviser | 28% | 0.18% | Empower Capital Management, LLC |
| 15 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX cheaper diff. adviser | 28% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 16 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX cheaper diff. adviser | 28% | 0.53% | Crossmark Global Investments, Inc. |
| 17 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 27% | 0.03% | The Vanguard Group, Inc. |
| 18 | S&P MidCap Index Fund · SPMIX, MIDKX cheaper diff. adviser | 27% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 19 | Optimum Small-Mid Cap Value Fund · OASVX, OCSVX, OISVX diff. adviser | 27% | 1.24% | Macquarie Investment Management Business Trust |
| 20 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 27% | 0.02% | The Vanguard Group, Inc. |
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