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 | Fidelity Mid-Cap Stock K6 Fund · FNKFX cheaper | 98% | 0.45% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Advisor Mid Cap II Fund · FIIAX, FIICX, FITIX, FIIMX, FZAMX | 42% | 0.58% | Fidelity Management & Research Company LLC |
| 3 | VIP Mid Cap Portfolio · XFBRX, XFBSX | 42% | 0.57% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX | 38% | 0.60% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper | 35% | 0.43% | Fidelity Management & Research Company LLC |
| 6 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 34% | 0.94% | Park Avenue Institutional Advisers LLC |
| 7 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 27% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 8 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 27% | 0.35% | The Variable Annuity Life Insurance Company |
| 9 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 27% | 0.20% | Columbia Management Investment Advisers, LLC |
| 10 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 27% | 0.15% | DBX Advisors LLC |
| 11 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 27% | 0.15% | SSGA Funds Management, Inc. |
| 12 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper | 27% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 27% | 0.17% | BlackRock Fund Advisors |
| 14 | PGIM Quant Solutions Mid-Cap Index Fund · PQCCX cheaper diff. adviser | 26% | 0.20% | PGIM INVESTMENTS LLC |
| 15 | State Street SPDR S&P MidCap 400SM ETF Trust | 26% | — | — |
| 16 | Index 400 Stock Portfolio cheaper diff. adviser | 26% | 0.24% | Mason Street Advisors, LLC |
| 17 | SA Mid Cap Index Portfolio cheaper diff. adviser | 26% | 0.36% | SunAmerica Asset Management, LLC |
| 18 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 26% | 0.35% | Lincoln Financial Investments Corporation |
| 19 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 26% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 26% | 0.39% | Equitable Investment Management Group, LLC |
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