Immutable verification record

Small Cap Index Fund

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-03-31 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for Small Cap Index Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

At $100 a year per $100,000 (0.10%), this is the lowest-cost fund tracking the Russell 2000 index in this registry.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “Small Cap Index Fund — best-fit active share,” 0.9% versus the Russell 2000 index, fund portfolio as of 2026-03-31; measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-31. https://sensible-investor.com/registry/nsidx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

NSIDX filed expense ratio

Sensible Investor, “Small Cap Index Fund — filed expense ratio,” 0.10% for NSIDX, as of 2025-03-31. https://sensible-investor.com/registry/nsidx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

Holdings difference for every comparison calculated in this run.
Index	Active share	Holdings evidence	Identifier match
the Russell 2000 index	0.9%	measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-31	100.0%
the S&P SmallCap 600	57.6%	measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-31	42.4%
the S&P MidCap 400	83.0%	measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-31	18.5%
the total US market	95.5%	measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-31	95.9%
the S&P 500	100.0%	measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-31	0.5%
the Russell 1000 Growth index	100.0%	measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-31	0.0%
the Russell 1000 index	100.0%	measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-31	0.0%
the Russell 1000 Value index	100.0%	measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-31	0.0%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share class	Expense ratio	Filing period	SEC document
NSIDX (Small Cap Index Fund)	0.10%	2025-03-31	Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match	100.0%
the Russell 2000 index	100.0%
the S&P SmallCap 600	42.4%
the S&P MidCap 400	18.5%
the total US market	95.9%
the S&P 500	0.5%
the Russell 1000 Growth index	0.0%
the Russell 1000 index	0.0%
the Russell 1000 Value index	0.0%

Fee-drag windows

No comparison is shown against the same lowest-cost control class.

Check it yourself

Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
Recalculate the comparison using the active-share formula and portfolio rules.

Raw record (JSON)

Download this record as JSON

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