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 | Federated Hermes U.S. SMID Fund · FHUMX, FHURX cheaper | 45% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 2 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 12% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 3 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 12% | 0.94% | Park Avenue Institutional Advisers LLC |
| 4 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper diff. adviser | 12% | 0.81% | Boston Management and Research |
| 5 | Congress SMid Growth ETF · CSMD cheaper diff. adviser | 11% | 0.68% | Congress Asset Management Company |
| 6 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX cheaper diff. adviser | 11% | 0.83% | Brown Advisory LLC |
| 7 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 11% | 0.60% | Fidelity Management & Research Company LLC |
| 8 | First Trust RBA American Industrial Renaissance ETF · AIRR cheaper | 11% | 0.69% | — |
| 9 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper diff. adviser | 11% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 10 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX cheaper diff. adviser | 10% | 0.78% | Principal Global Investors, LLC |
| 11 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 10% | 0.82% | AMG Funds LLC |
| 12 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 10% | 0.85% | Conestoga Capital Advisors, LLC |
| 13 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 10% | 0.15% | DBX Advisors LLC |
| 14 | RMB SMID Cap Fund · RMBMX cheaper diff. adviser | 10% | 0.81% | Curi RMB Capital, LLC |
| 15 | William Blair Small-Mid Cap Value Fund · ISMVX, RSMVX cheaper diff. adviser | 9% | 0.80% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 16 | Allspring Special International Small Cap Fund · WICIX, WICRX, ASPAX, ACPCX cheaper diff. adviser | 9% | 0.35% | Allspring Funds Management, LLC |
| 17 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 9% | 0.55% | Tidal Investments LLC |
| 18 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX diff. adviser | 9% | 0.96% | Brown Advisory LLC |
| 19 | Allspring Special Global Small Cap Fund · EKGAX, EKGCX, EKGYX, EKGIX diff. adviser | 9% | 1.10% | Allspring Funds Management, LLC |
| 20 | First Eagle Mid Cap Equity ETF · FEMD cheaper | 9% | 0.55% | — |
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