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 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 36% | 0.20% | SSGA Funds Management, Inc. |
| 2 | Avantis U.S. Mid Cap Value ETF · AVMV cheaper | 33% | 0.20% | — |
| 3 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX diff. adviser | 31% | 0.44% | Innealta Capital, LLC |
| 4 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper diff. adviser | 30% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 5 | Columbia Research Enhanced Mid Cap ETF · REMC | 29% | 0.32% | — |
| 6 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper diff. adviser | 28% | 0.20% | SSGA Funds Management, Inc. |
| 7 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 28% | 0.17% | DBX Advisors LLC |
| 8 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 26% | 0.20% | SSGA Funds Management, Inc. |
| 9 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 26% | 0.18% | — |
| 10 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 26% | 0.05% | Fidelity Management & Research Company LLC |
| 11 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX diff. adviser | 25% | 0.40% | Voya Investments, LLC |
| 12 | iShares Russell Mid-Cap Growth ETF · IWP cheaper diff. adviser | 25% | 0.23% | BlackRock Fund Advisors |
| 13 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX diff. adviser | 25% | 0.73% | PGIM INVESTMENTS LLC |
| 14 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 25% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | Victory Mid-Cap Core Growth Fund · MGOAX, MGOTX, MMSRX, MGOSX, MGOYX diff. adviser | 25% | 0.88% | Victory Capital Management Inc. |
| 16 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 25% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 25% | 0.04% | BlackRock Advisors, LLC |
| 18 | Venerable Mid Cap Index Fund diff. adviser | 25% | 0.40% | Venerable Investment Advisers, LLC |
| 19 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 24% | 0.19% | Pacific Life Fund Advisors LLC |
| 20 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX diff. adviser | 24% | 0.75% | BNY Mellon Investment Adviser, Inc. |
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