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 | Harbor Mid Cap Value ETF · EPMV | 49% | 0.88% | Harbor Capital Advisors, Inc. |
| 2 | Harbor SMID Cap Core ETF · EPSB | 33% | 0.88% | Harbor Capital Advisors, Inc. |
| 3 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper | 27% | 0.80% | Harbor Capital Advisors, Inc. |
| 4 | Harbor Mid Cap Fund · HMCDX, HMCNX, HMCRX, HMCLX cheaper | 22% | 0.80% | Harbor Capital Advisors, Inc. |
| 5 | Harbor Mid Cap Core ETF · EPMB | 22% | 0.88% | Harbor Capital Advisors, Inc. |
| 6 | Harbor AI Inflection Strategy ETF · EPAI | 15% | 0.88% | — |
| 7 | Vaughan Nelson Small Cap Fund · NEFJX, NEJCX, NEJYX, NEJTX, VSCNX diff. adviser | 15% | 0.95% | Natixis Advisors, LLC |
| 8 | S&P MidCap 400 Pure Value Fund diff. adviser | 13% | 1.64% | Security Investors, LLC |
| 9 | S&P MidCap 400 Pure Value Fund · RYAVX, RYMVX, RYMMX diff. adviser | 13% | 1.55% | Security Investors, LLC |
| 10 | DEAN MID CAP VALUE · DALCX cheaper diff. adviser | 13% | 0.85% | Dean Investment Associates, LLC |
| 11 | Keeley Gabelli Mid Cap Dividend Fund · KMDVX, KMDIX diff. adviser | 13% | 0.95% | Gabelli Funds, LLC |
| 12 | Pacer Lunt Midcap Multi-Factor Alternator ETF · PAMC cheaper diff. adviser | 13% | 0.60% | Pacer Advisors, Inc. |
| 13 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 13% | 0.84% | — |
| 14 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 12% | 0.40% | PROSHARE ADVISORS LLC |
| 15 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 12% | 0.82% | AMG Funds LLC |
| 16 | Column Mid Cap Select Fund · CFMSX cheaper | 12% | 0.52% | — |
| 17 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 12% | 0.15% | SSGA Funds Management, Inc. |
| 18 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 12% | 1.78% | ProFund Advisors LLC |
| 19 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 20 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 12% | 0.18% | BlackRock Fund Advisors |
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