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 | John Hancock Multifactor Mid Cap ETF · JHMM | 70% | 0.41% | John Hancock Investment Management LLC |
| 2 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper | 58% | 0.05% | Fidelity Management & Research Company LLC |
| 3 | iShares Russell Mid-Cap Value ETF · IWS | 58% | 0.23% | BlackRock Fund Advisors |
| 4 | Venerable Mid Cap Index Fund | 57% | 0.40% | Venerable Investment Advisers, LLC |
| 5 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper | 57% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | PD Mid-Cap Index Portfolio | 57% | 0.19% | Pacific Life Fund Advisors LLC |
| 7 | Calvert U.S. Mid Cap Core Responsible Index Fund · CMJAX, CMJIX, CMCRX | 57% | 0.20% | Calvert Research and Management |
| 8 | Fidelity Mid Cap Index Fund · FSMDX cheaper | 57% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper | 57% | 0.15% | Voya Investments, LLC |
| 10 | Voya VACS Index Series MC Portfolio · VVIMX | 56% | — | Voya Investments, LLC |
| 11 | iShares Russell Mid-Cap ETF · IWR | 56% | 0.18% | BlackRock Fund Advisors |
| 12 | Calvert US Mid-Cap Core Responsible Index ETF · CVMC cheaper | 56% | 0.15% | — |
| 13 | iShares Russell Mid-Cap Index Fund cheaper | 56% | 0.04% | BlackRock Advisors, LLC |
| 14 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX | 56% | 0.44% | Innealta Capital, LLC |
| 15 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO | 47% | 0.20% | SSGA Funds Management, Inc. |
| 16 | Avantis U.S. Mid Cap Value ETF · AVMV | 47% | 0.20% | — |
| 17 | MID-CAP INDEX PORTFOLIO cheaper | 46% | 0.17% | The Vanguard Group, Inc. |
| 18 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper | 46% | 0.02% | The Vanguard Group, Inc. |
| 19 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper | 45% | 0.02% | The Vanguard Group, Inc. |
| 20 | Xtrackers Russell US Multifactor ETF · DEUS cheaper | 45% | 0.17% | DBX Advisors LLC |
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