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 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper diff. adviser | 69% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 2 | John Hancock Multifactor Small Cap ETF · JHSC diff. adviser | 64% | 0.42% | John Hancock Investment Management LLC |
| 3 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF · BBSC cheaper diff. adviser | 50% | 0.09% | J.P. Morgan Investment Management, Inc. |
| 4 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 49% | 0.52% | Timothy Partners Ltd. |
| 5 | Penn Series Small Cap Index Fund diff. adviser | 45% | 0.71% | Penn Mutual Asset Management, LLC |
| 6 | LVIP SSGA Small-Cap Index Fund diff. adviser | 45% | 0.38% | Lincoln Financial Investments Corporation |
| 7 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 45% | 0.04% | Charles Schwab Investment Management, Inc. |
| 8 | Venerable Small Cap Index Fund diff. adviser | 45% | 0.45% | Venerable Investment Advisers, LLC |
| 9 | EQ/Small Company Index Portfolio diff. adviser | 45% | 0.38% | Equitable Investment Management Group, LLC |
| 10 | Columbia Research Enhanced Small Cap ETF · RESM | 44% | 0.32% | — |
| 11 | Innovator U.S. Small Cap Managed Floor ETF diff. adviser | 44% | 0.89% | Innovator Capital Management, LLC |
| 12 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper diff. adviser | 44% | 0.03% | SSGA Funds Management, Inc. |
| 13 | THRIVENT SMALL CAP INDEX PORTFOLIO diff. adviser | 44% | 0.24% | Thrivent Financial for Lutherans |
| 14 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX diff. adviser | 44% | 0.20% | Empower Capital Management, LLC |
| 15 | JNL Small Cap Index Fund cheaper diff. adviser | 44% | 0.10% | Jackson National Asset Management, LLC |
| 16 | Small Cap Stock Index Portfolio diff. adviser | 44% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 17 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 44% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | Index 600 Stock Portfolio diff. adviser | 44% | 0.27% | Mason Street Advisors, LLC |
| 19 | AZL Small Cap Stock Index Fund diff. adviser | 44% | 0.34% | Allianz Investment Management LLC |
| 20 | iShares Core S&P Small-Cap ETF · IJR cheaper diff. adviser | 44% | 0.06% | BlackRock Fund Advisors |
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