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 | WisdomTree U.S. MidCap Fund · EZM | 52% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | PROFUND VP MIDCAP VALUE diff. adviser | 42% | 1.68% | ProFund Advisors LLC |
| 3 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 41% | 1.78% | ProFund Advisors LLC |
| 4 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 41% | 0.15% | SSGA Funds Management, Inc. |
| 5 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 41% | 0.18% | BlackRock Fund Advisors |
| 6 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 41% | 0.03% | The Vanguard Group, Inc. |
| 7 | VANGUARD SMALL-CAP VALUE INDEX FUND · VISVX, VSIIX, VBR, VSIAX cheaper diff. adviser | 41% | 0.05% | The Vanguard Group, Inc. |
| 8 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 40% | 0.04% | Charles Schwab Investment Management, Inc. |
| 9 | State Street SPDR S&P MidCap 400SM ETF Trust | 40% | — | — |
| 10 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 40% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 11 | Index 400 Stock Portfolio cheaper diff. adviser | 40% | 0.24% | Mason Street Advisors, LLC |
| 12 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 40% | 0.35% | Lincoln Financial Investments Corporation |
| 13 | AZL Mid Cap Index Fund cheaper diff. adviser | 40% | 0.33% | Allianz Investment Management LLC |
| 14 | EQ/Mid Cap Index Portfolio diff. adviser | 40% | 0.39% | Equitable Investment Management Group, LLC |
| 15 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper diff. adviser | 40% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 16 | THRIVENT MID CAP INDEX PORTFOLIO cheaper diff. adviser | 40% | 0.25% | Thrivent Financial for Lutherans |
| 17 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 40% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | JNL Mid Cap Index Fund cheaper diff. adviser | 40% | 0.10% | Jackson National Asset Management, LLC |
| 19 | SA Mid Cap Index Portfolio cheaper diff. adviser | 40% | 0.36% | SunAmerica Asset Management, LLC |
| 20 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 40% | 0.03% | SSGA Funds Management, Inc. |
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