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 STRATEGIC SMALL-CAP EQUITY FUND · VSTCX cheaper | 43% | 0.21% | The Vanguard Group, Inc. |
| 2 | VANGUARD STRATEGIC EQUITY FUND · VSEQX cheaper | 42% | 0.17% | The Vanguard Group, Inc. |
| 3 | SMALL COMPANY GROWTH PORTFOLIO cheaper | 22% | 0.29% | The Vanguard Group, Inc., ArrowMark Colorado Holdings, LLC |
| 4 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX cheaper diff. adviser | 18% | 0.60% | Voya Investments, LLC |
| 5 | Nuveen Life Small Cap Equity Fund · TLEQX cheaper diff. adviser | 17% | 0.53% | Teachers Advisors, LLC |
| 6 | Nuveen Quant Small Cap Equity Fund · TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX cheaper diff. adviser | 17% | 0.00% | Teachers Advisors, LLC |
| 7 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 17% | 0.65% | American Century Investment Management, Inc. |
| 8 | BlackRock Advantage SMID Cap Fund, Inc. cheaper diff. adviser | 17% | 0.43% | BlackRock Advisors, LLC |
| 9 | VANGUARD U.S. MULTIFACTOR ETF · VFMF cheaper | 17% | 0.18% | The Vanguard Group, Inc. |
| 10 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX cheaper | 17% | 0.18% | The Vanguard Group, Inc. |
| 11 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX cheaper diff. adviser | 16% | 0.78% | Sterling Capital Management LLC |
| 12 | BlackRock Advantage SMID Cap V.I. Fund cheaper diff. adviser | 16% | 0.55% | BlackRock Advisors, LLC |
| 13 | Schwab Small-Cap Equity Fund · SWSCX cheaper diff. adviser | 16% | 1.09% | Charles Schwab Investment Management, Inc. |
| 14 | Nuveen Quant Small/Mid Cap Equity Fund · TSMOX, TSMNX, TSMWX, TSMMX, TSMEX, TSMUX cheaper diff. adviser | 16% | 0.00% | Teachers Advisors, LLC |
| 15 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 16% | 0.00% | — |
| 16 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 15% | 0.38% | Lincoln Financial Investments Corporation |
| 17 | SGI Small Cap Core Fund · BOGIX cheaper diff. adviser | 15% | 1.23% | Summit Global Investment, LLC |
| 18 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 15% | 0.25% | — |
| 19 | LSV Small Cap Value Fund · LSVQX, LVAQX cheaper diff. adviser | 15% | 0.83% | LSV Asset Management |
| 20 | First Trust Multi Cap Growth AlphaDEX Fund · FAD cheaper diff. adviser | 15% | 0.63% | First Trust Advisors L.P. |
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