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 | Fidelity Extended Market Index Fund · FSMAX diff. adviser | 85% | 0.03% | Fidelity Management & Research Company LLC |
| 2 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX diff. adviser | 83% | 0.02% | SSGA Funds Management, Inc. |
| 3 | T. Rowe Price Extended Equity Market Index Fund · PEXMX diff. adviser | 83% | 0.24% | T. Rowe Price Associates, Inc. |
| 4 | SIIT EXTENDED MARKET INDEX FUND · SMXAX diff. adviser | 80% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX | 75% | 0.02% | The Vanguard Group, Inc. |
| 6 | VIP Extended Market Index Portfolio diff. adviser | 73% | 0.12% | Fidelity Management & Research Company LLC |
| 7 | Victory Extended Market Index Fund · USMIX diff. adviser | 71% | 0.35% | Victory Capital Management Inc. |
| 8 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 70% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | iShares Russell Small/Mid-Cap Index Fund diff. adviser | 68% | 0.07% | BlackRock Advisors, LLC |
| 10 | iShares Morningstar Small-Cap ETF · ISCB diff. adviser | 63% | 0.04% | BlackRock Fund Advisors |
| 11 | T. Rowe Price Mid-Cap Index Fund · TRMNX, TRMSX, TRSZX cheaper diff. adviser | 53% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Dimensional U.S. Small Cap ETF · DFAS diff. adviser | 53% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 13 | JNL/DFA U.S. Small Cap Fund diff. adviser | 52% | 0.63% | Jackson National Asset Management, LLC |
| 14 | PRAXIS SMALL CAP INDEX FUND · MMSCX, MMSIX diff. adviser | 51% | 0.44% | Everence Capital Management, Inc. |
| 15 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX diff. adviser | 51% | 0.53% | Crossmark Global Investments, Inc. |
| 16 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML diff. adviser | 51% | 0.17% | BlackRock Fund Advisors |
| 17 | Schwab U.S. Small-Cap ETF · SCHA diff. adviser | 50% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | SA U.S. Small Company Fund diff. adviser | 49% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 19 | U.S. SMALL CAP PORTFOLIO · DFSTX diff. adviser | 49% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 20 | iShares MSCI World Small-Cap ETF · WSML diff. adviser | 47% | 0.30% | BlackRock Fund Advisors |
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