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 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX cheaper diff. adviser | 23% | 0.16% | Principal Global Investors, LLC |
| 2 | S&P MidCap Index Fund · SPMIX, MIDKX cheaper diff. adviser | 22% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 3 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 22% | 0.03% | The Vanguard Group, Inc. |
| 4 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 22% | 0.03% | The Vanguard Group, Inc. |
| 5 | AVIP S&P MidCap 400 Index Portfolio cheaper diff. adviser | 22% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 6 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 22% | 1.78% | ProFund Advisors LLC |
| 7 | AZL Mid Cap Index Fund cheaper diff. adviser | 22% | 0.33% | Allianz Investment Management LLC |
| 8 | THRIVENT MID CAP INDEX PORTFOLIO cheaper diff. adviser | 22% | 0.25% | Thrivent Financial for Lutherans |
| 9 | Nuveen Quant Small/Mid Cap Equity Fund · TSMOX, TSMNX, TSMWX, TSMMX, TSMEX, TSMUX cheaper diff. adviser | 21% | 0.00% | Teachers Advisors, LLC |
| 10 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX cheaper diff. adviser | 21% | 0.18% | Empower Capital Management, LLC |
| 11 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX cheaper diff. adviser | 21% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 12 | PROFUND VP MIDCAP GROWTH diff. adviser | 21% | 1.68% | ProFund Advisors LLC |
| 13 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 21% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 14 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 21% | 0.35% | The Variable Annuity Life Insurance Company |
| 15 | Horizon Small/Mid Cap Core Equity ETF cheaper | 21% | 0.75% | — |
| 16 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 21% | 0.20% | Columbia Management Investment Advisers, LLC |
| 17 | Mid Cap Index Fund · NOMIX cheaper diff. adviser | 21% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | SA U.S. Small Company Fund diff. adviser | 21% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 19 | SA Mid Cap Index Portfolio cheaper diff. adviser | 21% | 0.36% | SunAmerica Asset Management, LLC |
| 20 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX cheaper diff. adviser | 20% | 0.53% | Crossmark Global Investments, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.