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 EQUITY FUND · VSEQX cheaper | 49% | 0.17% | The Vanguard Group, Inc. |
| 2 | VANGUARD MARKET NEUTRAL FUND · VMNFX, VMNIX | 43% | 1.34% | The Vanguard Group, Inc. |
| 3 | SMALL COMPANY GROWTH PORTFOLIO | 31% | 0.29% | The Vanguard Group, Inc., ArrowMark Colorado Holdings, LLC |
| 4 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 30% | 0.04% | Charles Schwab Investment Management, Inc. |
| 5 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund diff. adviser | 30% | 0.38% | Lincoln Financial Investments Corporation |
| 6 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX diff. adviser | 29% | 0.60% | Voya Investments, LLC |
| 7 | Columbia Research Enhanced Small Cap ETF · RESM | 29% | 0.32% | — |
| 8 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 29% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 9 | BlackRock Advantage Small Cap Core Fund · BDSIX, BDSAX, BDSCX, BDSKX diff. adviser | 28% | 0.45% | BlackRock Advisors, LLC |
| 10 | Avantis U.S. Small Cap Equity ETF · AVSC | 28% | 0.25% | — |
| 11 | Dimensional U.S. Small Cap ETF · DFAS diff. adviser | 28% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper | 28% | 0.05% | The Vanguard Group, Inc. |
| 13 | JNL/DFA U.S. Small Cap Fund diff. adviser | 28% | 0.63% | Jackson National Asset Management, LLC |
| 14 | Nuveen Life Small Cap Equity Fund · TLEQX diff. adviser | 27% | 0.53% | Teachers Advisors, LLC |
| 15 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 27% | 0.00% | — |
| 16 | Small Cap Core Fund diff. adviser | 27% | 0.42% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | Small Cap Index Trust · JAEWX, JESIX, JAJOX diff. adviser | 27% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 18 | Vericimetry U.S. Small Cap Value Fund · VYSVX | 27% | 0.61% | — |
| 19 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper diff. adviser | 27% | 0.00% | Teachers Advisors, LLC |
| 20 | Schwab Fundamental U.S. Small Company ETF · FNDA diff. adviser | 27% | 0.25% | Charles Schwab Investment Management, Inc. |
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