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 | Federated Hermes MDT Small Cap Core ETF · FSCC cheaper | 56% | 0.36% | Federated Advisory Services Company, Federated MDTA LLC |
| 2 | Federated Hermes MDT Small Cap Core Fund · QASCX, QCSCX, QISCX, QLSCX | 53% | 0.88% | — |
| 3 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX | 26% | 0.88% | — |
| 4 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX cheaper | 25% | 0.68% | PGIM INVESTMENTS LLC |
| 5 | Small Cap Value Fund · VVSCX | 23% | 0.84% | The Variable Annuity Life Insurance Company |
| 6 | JPMorgan Small Cap Value Portfolio cheaper | 23% | 0.77% | Brighthouse Investment Advisers, LLC |
| 7 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX cheaper | 23% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 8 | Small-Cap Value Fund · BRSVX | 22% | 0.90% | Bridgeway Capital Management, LLC |
| 9 | Schwab Small-Cap Equity Fund · SWSCX | 22% | 1.09% | Charles Schwab Investment Management, Inc. |
| 10 | PD Small-Cap Value Index Portfolio cheaper | 21% | 0.28% | Pacific Life Fund Advisors LLC |
| 11 | Fidelity Small Cap Value Index Fund · FISVX cheaper | 21% | 0.05% | Fidelity Management & Research Company LLC |
| 12 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper | 21% | 0.05% | The Vanguard Group, Inc. |
| 13 | iShares Russell 2000 Value ETF · IWN cheaper | 21% | 0.24% | BlackRock Fund Advisors |
| 14 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper | 19% | 0.50% | Allspring Funds Management, LLC |
| 15 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 19% | 0.32% | — |
| 16 | LVIP JPMorgan Small Cap Core Fund cheaper | 19% | 0.75% | Lincoln Financial Investments Corporation |
| 17 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX cheaper | 19% | 0.80% | AQR Capital Management, LLc |
| 18 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX cheaper | 18% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX cheaper | 18% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 20 | Nuveen Life Small Cap Equity Fund · TLEQX cheaper | 18% | 0.53% | Teachers Advisors, LLC |
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