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 | Strive Mid-Cap ETF · STXM diff. adviser | 76% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Schwab U.S. Mid-Cap ETF · SCHM diff. adviser | 74% | 0.04% | Charles Schwab Investment Management, Inc. |
| 3 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 68% | 0.00% | Fidelity Management & Research Company LLC |
| 4 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC diff. adviser | 66% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 5 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX diff. adviser | 59% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 6 | PGIM Quant Solutions Mid-Cap Index Fund · PQCCX diff. adviser | 59% | 0.20% | PGIM INVESTMENTS LLC |
| 7 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX diff. adviser | 59% | 0.20% | Columbia Management Investment Advisers, LLC |
| 8 | Mid Cap Index Fund · VMIDX diff. adviser | 58% | 0.35% | The Variable Annuity Life Insurance Company |
| 9 | State Street SPDR S&P MidCap 400SM ETF Trust | 58% | — | — |
| 10 | Index 400 Stock Portfolio diff. adviser | 58% | 0.24% | Mason Street Advisors, LLC |
| 11 | LVIP SSGA Mid-Cap Index Fund diff. adviser | 58% | 0.35% | Lincoln Financial Investments Corporation |
| 12 | EQ/Mid Cap Index Portfolio diff. adviser | 58% | 0.39% | Equitable Investment Management Group, LLC |
| 13 | MOA MID CAP EQUITY INDEX FUND diff. adviser | 57% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 14 | JNL Mid Cap Index Fund diff. adviser | 57% | 0.10% | Jackson National Asset Management, LLC |
| 15 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 57% | 0.03% | SSGA Funds Management, Inc. |
| 16 | SFT Index 400 Mid-Cap Fund diff. adviser | 57% | 0.31% | Securian Asset Management, Inc. |
| 17 | CVT S&P MidCap 400 Index Portfolio diff. adviser | 57% | 0.33% | Calvert Research and Management |
| 18 | NYLI Candriam U.S. Mid Cap Equity ETF · IQSM diff. adviser | 57% | 0.15% | New York Life Investment Management LLC |
| 19 | iShares Core S&P Mid-Cap ETF · IJH diff. adviser | 57% | 0.05% | BlackRock Fund Advisors |
| 20 | MetLife Mid Cap Stock Index Portfolio diff. adviser | 57% | 0.30% | Brighthouse Investment Advisers, LLC |
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