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 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper | 60% | 0.02% | The Vanguard Group, Inc. |
| 2 | iShares Morningstar Small-Cap Value ETF · ISCV diff. adviser | 57% | 0.06% | BlackRock Fund Advisors |
| 3 | Victory Extended Market Index Fund · USMIX diff. adviser | 51% | 0.35% | Victory Capital Management Inc. |
| 4 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 50% | 0.04% | Charles Schwab Investment Management, Inc. |
| 5 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 49% | 0.04% | BlackRock Fund Advisors |
| 6 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC diff. adviser | 48% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 7 | JNL/DFA U.S. Small Cap Fund diff. adviser | 48% | 0.63% | Jackson National Asset Management, LLC |
| 8 | PRAXIS SMALL CAP INDEX FUND · MMSCX, MMSIX diff. adviser | 48% | 0.44% | Everence Capital Management, Inc. |
| 9 | JNL/RAFI Fundamental U.S. Small Cap Fund diff. adviser | 47% | 0.32% | Jackson National Asset Management, LLC |
| 10 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX diff. adviser | 46% | 0.53% | Crossmark Global Investments, Inc. |
| 11 | Dimensional U.S. Small Cap ETF · DFAS diff. adviser | 46% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 46% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | SA U.S. Small Company Fund diff. adviser | 45% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 14 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper | 44% | 0.03% | The Vanguard Group, Inc. |
| 15 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 44% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 16 | THRIVENT MID CAP INDEX PORTFOLIO diff. adviser | 44% | 0.25% | Thrivent Financial for Lutherans |
| 17 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX diff. adviser | 44% | 0.18% | Empower Capital Management, LLC |
| 18 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX diff. adviser | 44% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 19 | Mid Cap Index Fund · NOMIX diff. adviser | 44% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 44% | 0.00% | Fidelity Management & Research Company LLC |
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