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 Quant Small Cap Equity Fund · TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX | 33% | 0.00% | Teachers Advisors, LLC |
| 2 | BlackRock Advantage SMID Cap Fund, Inc. diff. adviser | 30% | 0.43% | BlackRock Advisors, LLC |
| 3 | Nuveen Life Small Cap Equity Fund · TLEQX | 30% | 0.53% | Teachers Advisors, LLC |
| 4 | BlackRock Advantage SMID Cap V.I. Fund diff. adviser | 29% | 0.55% | BlackRock Advisors, LLC |
| 5 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML diff. adviser | 27% | 0.17% | BlackRock Fund Advisors |
| 6 | iShares U.S. Small-Cap Equity Factor ETF · SMLF diff. adviser | 27% | 0.15% | BlackRock Fund Advisors |
| 7 | VANGUARD STRATEGIC EQUITY FUND · VSEQX diff. adviser | 27% | 0.17% | The Vanguard Group, Inc. |
| 8 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX diff. adviser | 26% | 0.02% | The Vanguard Group, Inc. |
| 9 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM diff. adviser | 26% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 10 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND · VSTCX diff. adviser | 26% | 0.21% | The Vanguard Group, Inc. |
| 11 | Fidelity Flex Mid Cap Index Fund · FLAPX diff. adviser | 26% | 0.00% | Fidelity Management & Research Company LLC |
| 12 | Fidelity ZERO Extended Market Index Fund · FZIPX diff. adviser | 26% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Horizon Small/Mid Cap Core Equity ETF | 26% | 0.75% | — |
| 14 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX diff. adviser | 26% | 0.53% | Crossmark Global Investments, Inc. |
| 15 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 25% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 16 | BlackRock Advantage Small Cap Core Fund · BDSIX, BDSAX, BDSCX, BDSKX diff. adviser | 25% | 0.45% | BlackRock Advisors, LLC |
| 17 | AZL Mid Cap Index Fund diff. adviser | 25% | 0.33% | Allianz Investment Management LLC |
| 18 | iShares Russell Small/Mid-Cap Index Fund diff. adviser | 25% | 0.07% | BlackRock Advisors, LLC |
| 19 | VIP Extended Market Index Portfolio diff. adviser | 25% | 0.12% | Fidelity Management & Research Company LLC |
| 20 | PRAXIS SMALL CAP INDEX FUND · MMSCX, MMSIX diff. adviser | 25% | 0.44% | Everence Capital Management, Inc. |
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