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 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 76% | 0.04% | Charles Schwab Investment Management, Inc. |
| 2 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 67% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper diff. adviser | 66% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 4 | Strive Mid-Cap ETF · STXM diff. adviser | 61% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 59% | 0.04% | BlackRock Fund Advisors |
| 6 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 58% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 57% | 0.02% | The Vanguard Group, Inc. |
| 8 | VIP Extended Market Index Portfolio diff. adviser | 56% | 0.12% | Fidelity Management & Research Company LLC |
| 9 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX diff. adviser | 56% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 10 | PGIM Quant Solutions Mid-Cap Index Fund · PQCCX diff. adviser | 56% | 0.20% | PGIM INVESTMENTS LLC |
| 11 | T. Rowe Price Mid-Cap Index Fund · TRMNX, TRMSX, TRSZX cheaper diff. adviser | 55% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Mid Cap Index Fund · VMIDX diff. adviser | 55% | 0.35% | The Variable Annuity Life Insurance Company |
| 13 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX diff. adviser | 55% | 0.20% | Columbia Management Investment Advisers, LLC |
| 14 | ProShares Ultra MidCap400 · MVV diff. adviser | 55% | 0.95% | PROSHARE ADVISORS LLC |
| 15 | Victory Extended Market Index Fund · USMIX diff. adviser | 55% | 0.35% | Victory Capital Management Inc. |
| 16 | ProShares UltraPro MidCap400 · UMDD diff. adviser | 54% | 0.95% | PROSHARE ADVISORS LLC |
| 17 | EQ/Mid Cap Index Portfolio diff. adviser | 54% | 0.39% | Equitable Investment Management Group, LLC |
| 18 | State Street SPDR S&P MidCap 400SM ETF Trust | 54% | — | — |
| 19 | Index 400 Stock Portfolio diff. adviser | 54% | 0.24% | Mason Street Advisors, LLC |
| 20 | LVIP SSGA Mid-Cap Index Fund diff. adviser | 54% | 0.35% | Lincoln Financial Investments Corporation |
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