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 | 49% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SIMT Small Cap Fund · SLLAX, SMYFX cheaper | 47% | 0.98% | — |
| 3 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 40% | 0.99% | — |
| 4 | SIIT SMALL CAP II FUND · SECAX cheaper | 39% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 35% | 0.99% | — |
| 6 | SIIT SMALL/MID CAP FUND · SSMAX cheaper | 32% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper | 27% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Global X Russell 2000 ETF · RSSL cheaper | 26% | 0.08% | Global X Management Company LLC |
| 9 | SA U.S. Small Company Fund cheaper | 25% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 10 | Dimensional U.S. Small Cap ETF · DFAS cheaper | 25% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 11 | GuideMark Small/Mid Cap Core Fund · GMSMX, GISMX, GSMRX cheaper | 25% | 0.82% | AssetMark Inc. |
| 12 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper | 24% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 13 | JNL/DFA U.S. Small Cap Fund cheaper | 24% | 0.63% | Jackson National Asset Management, LLC |
| 14 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper | 24% | 0.15% | Fidelity Management & Research Company LLC |
| 15 | Vericimetry U.S. Small Cap Value Fund · VYSVX cheaper | 24% | 0.61% | — |
| 16 | SIIT SMALL CAP FUND · SLPAX cheaper | 24% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX cheaper | 24% | 0.53% | Crossmark Global Investments, Inc. |
| 18 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper | 24% | 0.38% | Lincoln Financial Investments Corporation |
| 19 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper | 23% | 0.05% | The Vanguard Group, Inc. |
| 20 | Victory Extended Market Index Fund · USMIX cheaper | 23% | 0.35% | Victory Capital Management Inc. |
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