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 | Nuveen Life Small Cap Equity Fund · TLEQX | 83% | 0.53% | Teachers Advisors, LLC |
| 2 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX | 36% | 0.00% | Teachers Advisors, LLC |
| 3 | Columbia Research Enhanced Small Cap ETF · RESM | 35% | 0.32% | — |
| 4 | Principal U.S. Small-Cap ETF · PSC diff. adviser | 34% | 0.38% | Principal Global Investors, LLC |
| 5 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 6 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 33% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 7 | Nuveen Quant Small/Mid Cap Equity Fund · TSMOX, TSMNX, TSMWX, TSMMX, TSMEX, TSMUX | 33% | 0.00% | Teachers Advisors, LLC |
| 8 | Small Cap Index Trust · JAEWX, JESIX, JAJOX diff. adviser | 32% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 9 | Small Cap Index Fund · VCSLX diff. adviser | 32% | 0.38% | The Variable Annuity Life Insurance Company |
| 10 | Fidelity Enhanced Small Cap ETF · FESM diff. adviser | 32% | 0.28% | Fidelity Management & Research Company LLC |
| 11 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG diff. adviser | 32% | 0.05% | The Vanguard Group, Inc. |
| 12 | Penn Series Small Cap Index Fund diff. adviser | 32% | 0.71% | Penn Mutual Asset Management, LLC |
| 13 | LVIP SSGA Small-Cap Index Fund diff. adviser | 32% | 0.38% | Lincoln Financial Investments Corporation |
| 14 | SA Small Cap Index Portfolio diff. adviser | 31% | 0.41% | SunAmerica Asset Management, LLC |
| 15 | EQ/Small Company Index Portfolio diff. adviser | 31% | 0.38% | Equitable Investment Management Group, LLC |
| 16 | Venerable Small Cap Index Fund diff. adviser | 31% | 0.45% | Venerable Investment Advisers, LLC |
| 17 | Schwab Small-Cap Index Fund · SWSSX diff. adviser | 31% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | Small Cap Index Fund · NSIDX diff. adviser | 31% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | CVT Russell 2000 Small Cap Index Portfolio diff. adviser | 31% | 0.39% | Calvert Research and Management |
| 20 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC diff. adviser | 31% | 0.20% | Goldman Sachs Asset Management, L.P. |
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