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 | ProShares UltraPro Russell2000 · URTY | 83% | 0.95% | PROSHARE ADVISORS LLC |
| 2 | ProShares Russell 2000 High Income ETF · ITWO cheaper | 82% | 0.55% | PROSHARE ADVISORS LLC |
| 3 | ProShares Russell 2000 Dynamic Buffer ETF · RB cheaper | 80% | 0.58% | — |
| 4 | SMALL-CAP PROFUND · SLPIX, SLPSX diff. adviser | 70% | 1.78% | ProFund Advisors LLC |
| 5 | ATM Small Cap Managed Volatility Portfolio cheaper diff. adviser | 68% | 0.61% | Equitable Investment Management Group, LLC |
| 6 | EQ/2000 Managed Volatility Portfolio cheaper diff. adviser | 68% | 0.59% | Equitable Investment Management Group, LLC |
| 7 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 68% | 0.04% | Charles Schwab Investment Management, Inc. |
| 8 | Fidelity Small Cap Index Fund · FSSNX cheaper diff. adviser | 67% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 67% | 0.38% | The Variable Annuity Life Insurance Company |
| 10 | Venerable Small Cap Index Fund cheaper diff. adviser | 67% | 0.45% | Venerable Investment Advisers, LLC |
| 11 | DWS Small Cap Index VIP cheaper diff. adviser | 67% | 0.38% | DWS Investment Management Americas, Inc. |
| 12 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 67% | 0.38% | Lincoln Financial Investments Corporation |
| 13 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 67% | 0.39% | Calvert Research and Management |
| 14 | Small-Cap Index Portfolio cheaper diff. adviser | 67% | 0.38% | Pacific Life Fund Advisors LLC |
| 15 | Master Small Cap Index Series diff. adviser | 67% | — | BlackRock Advisors, LLC |
| 16 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 67% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | NVIT Small Cap Index Fund cheaper diff. adviser | 67% | 0.25% | Nationwide Fund Advisors |
| 18 | BlackRock Small Cap Index V.I. Fund cheaper diff. adviser | 67% | 0.22% | BlackRock Advisors, LLC |
| 19 | iShares Russell 2000 ETF · IWM cheaper diff. adviser | 67% | 0.19% | BlackRock Fund Advisors |
| 20 | Penn Series Small Cap Index Fund cheaper diff. adviser | 67% | 0.71% | Penn Mutual Asset Management, LLC |
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