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 | Index 600 Stock Portfolio diff. adviser | 86% | 0.27% | Mason Street Advisors, LLC |
| 2 | iShares Core S&P Small-Cap ETF · IJR cheaper | 86% | 0.06% | BlackRock Fund Advisors |
| 3 | Columbia Small Cap Index Fund · NMSAX, NMSCX, CXXRX, CSPYX diff. adviser | 85% | 0.20% | Columbia Management Investment Advisers, LLC |
| 4 | Small Cap Stock Index Portfolio diff. adviser | 85% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 5 | MOA SMALL CAP EQUITY INDEX FUND diff. adviser | 85% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 6 | JNL Small Cap Index Fund cheaper diff. adviser | 83% | 0.10% | Jackson National Asset Management, LLC |
| 7 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 83% | 0.03% | The Vanguard Group, Inc. |
| 8 | VANGUARD S&P SMALL-CAP 600 INDEX FUND · VIOO, VSMSX cheaper diff. adviser | 83% | 0.03% | The Vanguard Group, Inc. |
| 9 | AZL Small Cap Stock Index Fund diff. adviser | 83% | 0.34% | Allianz Investment Management LLC |
| 10 | BNY Mellon Smallcap Stock Index Fund · DISSX, DISIX diff. adviser | 82% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 11 | S&P SmallCap Index Fund · SMCIX, SMLKX diff. adviser | 82% | 0.86% | CCM Partners, LP. dba Shelton Capital Management |
| 12 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX diff. adviser | 81% | 0.20% | Empower Capital Management, LLC |
| 13 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper diff. adviser | 81% | 0.03% | SSGA Funds Management, Inc. |
| 14 | THRIVENT SMALL CAP INDEX PORTFOLIO diff. adviser | 81% | 0.24% | Thrivent Financial for Lutherans |
| 15 | SmallCap S&P 600 Index Fund · PSSMX, PSSPX, PSSIX, PSSJX, PSPIX diff. adviser | 80% | 0.17% | Principal Global Investors, LLC |
| 16 | Catholic Responsible Investments Small-Cap Fund · CRSSX diff. adviser | 72% | 0.28% | Christian Brothers Investment Services, Inc. |
| 17 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF · QVMS diff. adviser | 70% | 0.15% | Invesco Capital Management LLC |
| 18 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF · ESIX diff. adviser | 64% | 0.12% | SSGA Funds Management, Inc. |
| 19 | ProShares Ultra SmallCap600 · SAA diff. adviser | 64% | 0.95% | PROSHARE ADVISORS LLC |
| 20 | PSF Small-Cap Stock Index Portfolio diff. adviser | 63% | 0.38% | PGIM INVESTMENTS LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.