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 | AVIP AB Mid Cap Core Portfolio diff. adviser | 48% | 0.91% | CONSTELLATION INVESTMENTS INC |
| 2 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM diff. adviser | 47% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 3 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 38% | 0.02% | The Vanguard Group, Inc. |
| 4 | John Hancock Multifactor Mid Cap ETF · JHMM diff. adviser | 36% | 0.41% | John Hancock Investment Management LLC |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 35% | 0.02% | The Vanguard Group, Inc. |
| 6 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper | 35% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper diff. adviser | 33% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 32% | 0.24% | T. Rowe Price Associates, Inc. |
| 9 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 32% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | PRAXIS SMALL CAP INDEX FUND · MMSCX, MMSIX diff. adviser | 32% | 0.44% | Everence Capital Management, Inc. |
| 11 | VIP Extended Market Index Portfolio cheaper diff. adviser | 32% | 0.12% | Fidelity Management & Research Company LLC |
| 12 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 32% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Mercer US Small/Mid Cap Equity Fund · MSCJX, MSCQX, MSCWX, MSCGX diff. adviser | 32% | 0.50% | Mercer Investments LLC |
| 14 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 32% | 0.07% | BlackRock Advisors, LLC |
| 15 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper diff. adviser | 31% | 0.02% | SSGA Funds Management, Inc. |
| 16 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 31% | 0.18% | — |
| 17 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 31% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 18 | Venerable Mid Cap Index Fund diff. adviser | 31% | 0.40% | Venerable Investment Advisers, LLC |
| 19 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 31% | 0.19% | Pacific Life Fund Advisors LLC |
| 20 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 30% | 0.15% | Voya Investments, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.