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 | Column Mid Cap Select Fund · CFMSX | 62% | 0.52% | — |
| 2 | Venerable Mid Cap Index Fund cheaper | 47% | 0.40% | Venerable Investment Advisers, LLC |
| 3 | PD Mid-Cap Index Portfolio cheaper | 47% | 0.19% | Pacific Life Fund Advisors LLC |
| 4 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper | 47% | 0.04% | Charles Schwab Investment Management, Inc. |
| 5 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper | 46% | 0.15% | Voya Investments, LLC |
| 6 | Fidelity Mid Cap Index Fund · FSMDX cheaper | 46% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | iShares Russell Mid-Cap ETF · IWR cheaper | 46% | 0.18% | BlackRock Fund Advisors |
| 8 | Voya VACS Index Series MC Portfolio · VVIMX | 46% | — | Voya Investments, LLC |
| 9 | iShares Russell Mid-Cap Index Fund cheaper | 46% | 0.04% | BlackRock Advisors, LLC |
| 10 | BNY Mellon Mid Cap Multi-Strategy Fund · MPMCX, MIMSX | 45% | 0.95% | BNY Mellon Investment Adviser, Inc. |
| 11 | Calvert U.S. Mid Cap Core Responsible Index Fund · CMJAX, CMJIX, CMCRX cheaper | 44% | 0.20% | Calvert Research and Management |
| 12 | Calvert US Mid-Cap Core Responsible Index ETF · CVMC cheaper | 44% | 0.15% | — |
| 13 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper | 43% | 0.05% | Fidelity Management & Research Company LLC |
| 14 | iShares Russell Mid-Cap Value ETF · IWS cheaper | 42% | 0.23% | BlackRock Fund Advisors |
| 15 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 42% | 0.18% | — |
| 16 | John Hancock Multifactor Mid Cap ETF · JHMM cheaper | 42% | 0.41% | John Hancock Investment Management LLC |
| 17 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper | 41% | 0.20% | SSGA Funds Management, Inc. |
| 18 | Xtrackers Russell US Multifactor ETF · DEUS cheaper | 40% | 0.17% | DBX Advisors LLC |
| 19 | iShares Morningstar Mid-Cap ETF · IMCB cheaper | 39% | 0.04% | BlackRock Fund Advisors |
| 20 | SA Multi-Managed Mid Cap Value Portfolio | 37% | 1.00% | SunAmerica Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.