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 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 47% | 0.18% | — |
| 2 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX | 40% | 0.44% | Innealta Capital, LLC |
| 3 | Avantis U.S. Large Cap Value Fund · AVLVX, ALCEX cheaper | 40% | 0.00% | — |
| 4 | Avantis U.S. Large Cap Value ETF · AVLV cheaper | 38% | 0.15% | — |
| 5 | John Hancock Multifactor Mid Cap ETF · JHMM | 37% | 0.41% | John Hancock Investment Management LLC |
| 6 | Franklin U.S. Mid Cap Multifactor Index ETF · FLQM | 33% | 0.30% | Franklin Advisory Services, LLC |
| 7 | Columbia Research Enhanced Mid Cap ETF · REMC | 31% | 0.32% | — |
| 8 | First Trust Large Cap Value AlphaDEX Fund · FTA | 29% | 0.58% | First Trust Advisors L.P. |
| 9 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper | 29% | 0.05% | The Vanguard Group, Inc. |
| 10 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY | 28% | 0.20% | SSGA Funds Management, Inc. |
| 11 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME | 28% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 12 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV | 27% | 0.20% | SSGA Funds Management, Inc. |
| 13 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper | 27% | 0.05% | Fidelity Management & Research Company LLC |
| 14 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO | 27% | 0.20% | SSGA Funds Management, Inc. |
| 15 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX | 26% | 0.73% | PGIM INVESTMENTS LLC |
| 16 | iShares Russell Mid-Cap Value ETF · IWS | 26% | 0.23% | BlackRock Fund Advisors |
| 17 | AVIP S&P MidCap 400 Index Portfolio | 26% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 18 | THRIVENT MID CAP INDEX PORTFOLIO | 26% | 0.25% | Thrivent Financial for Lutherans |
| 19 | Venerable Mid Cap Index Fund | 26% | 0.40% | Venerable Investment Advisers, LLC |
| 20 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper | 26% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
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