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 | VOYA SMALL COMPANY PORTFOLIO · IVCSX, IVPSX, IASCX, VSPRX | 89% | 0.79% | Voya Investments, LLC |
| 2 | Voya MI Dynamic SMID Cap Fund · VYMYX, VYMQX, VYMRX, VYMSX, VYMVX, VYMBX | 34% | 0.70% | Voya Investments, LLC |
| 3 | Nuveen Quant Small Cap Equity Fund · TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX diff. adviser | 16% | 0.00% | Teachers Advisors, LLC |
| 4 | Principal U.S. Small-Cap ETF · PSC diff. adviser | 15% | 0.38% | Principal Global Investors, LLC |
| 5 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX | 15% | 0.60% | Voya Investments, LLC |
| 6 | Nuveen Life Small Cap Equity Fund · TLEQX diff. adviser | 15% | 0.53% | Teachers Advisors, LLC |
| 7 | VIP Disciplined Small Cap Portfolio diff. adviser | 14% | 0.32% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Enhanced Small Cap ETF · FESM diff. adviser | 14% | 0.28% | Fidelity Management & Research Company LLC |
| 9 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 14% | 1.09% | Charles Schwab Investment Management, Inc. |
| 10 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX diff. adviser | 14% | 0.50% | Allspring Funds Management, LLC |
| 11 | Voya VACS Index Series SC Portfolio · VVICX | 14% | — | Voya Investments, LLC |
| 12 | CVT Russell 2000 Small Cap Index Portfolio diff. adviser | 13% | 0.39% | Calvert Research and Management |
| 13 | Nuveen Quant Small/Mid Cap Equity Fund · TSMOX, TSMNX, TSMWX, TSMMX, TSMEX, TSMUX diff. adviser | 13% | 0.00% | Teachers Advisors, LLC |
| 14 | Schwab Small-Cap Index Fund · SWSSX diff. adviser | 13% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 13% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | SA Small Cap Index Portfolio diff. adviser | 13% | 0.41% | SunAmerica Asset Management, LLC |
| 17 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF · ESIX diff. adviser | 13% | 0.12% | SSGA Funds Management, Inc. |
| 18 | Columbia Research Enhanced Small Cap ETF · RESM | 13% | 0.32% | — |
| 19 | Penn Series Small Cap Index Fund diff. adviser | 13% | 0.71% | Penn Mutual Asset Management, LLC |
| 20 | Small Cap Index Fund · VCSLX diff. adviser | 13% | 0.38% | The Variable Annuity Life Insurance Company |
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