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 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper | 70% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 2 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO · IJSIX, IJSSX, IJSTX, IJSAX, VPRSX diff. adviser | 50% | 0.88% | Voya Investments, LLC |
| 3 | JPMorgan Fundamental Data Science Small Core ETF · SCDS cheaper | 22% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX | 21% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 5 | Harbor Active Small Cap ETF · SMLL diff. adviser | 20% | 0.80% | Harbor Capital Advisors, Inc. |
| 6 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX diff. adviser | 19% | 0.82% | AMG Funds LLC |
| 7 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX diff. adviser | 19% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 8 | JPMorgan Small Cap Blend Fund · JDSCX, VSCOX, VSCCX, JSCHX | 18% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 9 | iMGP Small Company Fund · PFSVX diff. adviser | 17% | 1.17% | IM Global Partner Fund Management, LLC |
| 10 | State Street Institutional Small-Cap Equity Fund · SIVIX, SSQSX diff. adviser | 17% | 0.75% | SSGA Funds Management, Inc. |
| 11 | State Street Small-Cap Equity V.I.S. Fund · SSSEX diff. adviser | 17% | 1.44% | SSGA Funds Management, Inc. |
| 12 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX diff. adviser | 17% | 0.82% | AMG Funds LLC |
| 13 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX diff. adviser | 17% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 14 | NYLI VP Small Cap Growth Portfolio diff. adviser | 16% | 0.85% | New York Life Investment Management LLC |
| 15 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX diff. adviser | 16% | 0.95% | Hartford Funds Management Company, LLC |
| 16 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 16% | 0.68% | Jackson National Asset Management, LLC |
| 17 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 16% | 0.03% | Carillon Tower Advisers, Inc. |
| 18 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX diff. adviser | 16% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | WisdomTree U.S. MidCap Quality Growth Fund · QMID cheaper diff. adviser | 16% | 0.38% | WisdomTree Asset Management, Inc. |
| 20 | JNL Multi-Manager Small Cap Value Fund diff. adviser | 16% | 0.79% | Jackson National Asset Management, LLC |
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