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 GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper | 40% | 0.05% | The Vanguard Group, Inc. |
| 2 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX diff. adviser | 37% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 3 | SMALL COMPANY GROWTH PORTFOLIO | 37% | 0.29% | The Vanguard Group, Inc., ArrowMark Colorado Holdings, LLC |
| 4 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper | 33% | 0.02% | The Vanguard Group, Inc. |
| 5 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM diff. adviser | 33% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper | 32% | 0.02% | The Vanguard Group, Inc. |
| 7 | iShares Morningstar Small-Cap Growth ETF · ISCG cheaper diff. adviser | 30% | 0.06% | BlackRock Fund Advisors |
| 8 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 30% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper | 30% | 0.03% | The Vanguard Group, Inc. |
| 10 | VIP Extended Market Index Portfolio cheaper diff. adviser | 29% | 0.12% | Fidelity Management & Research Company LLC |
| 11 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX cheaper diff. adviser | 29% | 0.16% | Principal Global Investors, LLC |
| 12 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 29% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 13 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 29% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 14 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 29% | 0.07% | BlackRock Advisors, LLC |
| 15 | AZL Mid Cap Index Fund diff. adviser | 29% | 0.33% | Allianz Investment Management LLC |
| 16 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 29% | 0.88% | MML Investment Advisers, LLC |
| 17 | THRIVENT MID CAP INDEX PORTFOLIO cheaper diff. adviser | 29% | 0.25% | Thrivent Financial for Lutherans |
| 18 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX cheaper diff. adviser | 28% | 0.18% | Empower Capital Management, LLC |
| 19 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX diff. adviser | 28% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 20 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 28% | 0.03% | Fidelity Management & Research Company LLC |
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