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 | First Trust Mid Cap Core AlphaDEX Fund · FNX cheaper | 57% | 0.62% | First Trust Advisors L.P. |
| 2 | WisdomTree U.S. MidCap Fund · EZM cheaper diff. adviser | 42% | 0.38% | WisdomTree Asset Management, Inc. |
| 3 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 39% | 0.38% | WisdomTree Asset Management, Inc. |
| 4 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 38% | 0.15% | SSGA Funds Management, Inc. |
| 5 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 38% | 0.18% | BlackRock Fund Advisors |
| 6 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 38% | 0.03% | The Vanguard Group, Inc. |
| 7 | PROFUND VP MIDCAP VALUE diff. adviser | 37% | 1.68% | ProFund Advisors LLC |
| 8 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 37% | 1.78% | ProFund Advisors LLC |
| 9 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 36% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX diff. adviser | 35% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 11 | Dimensional U.S. Targeted Value ETF · DFAT cheaper diff. adviser | 35% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 12 | U.S. Targeted Value Portfolio · DFFVX cheaper diff. adviser | 34% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
| 13 | U.S. Sustainability Targeted Value Portfolio cheaper diff. adviser | 34% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 14 | iShares Morningstar Small-Cap Value ETF · ISCV cheaper diff. adviser | 34% | 0.06% | BlackRock Fund Advisors |
| 15 | Dimensional US Small Cap Value ETF · DFSV cheaper diff. adviser | 32% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 16 | U.S. SMALL CAP VALUE PORTFOLIO · DFSVX cheaper diff. adviser | 31% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 17 | First Trust Multi Cap Value AlphaDEX Fund · FAB cheaper | 31% | 0.66% | First Trust Advisors L.P. |
| 18 | John Hancock Multifactor Small Cap ETF · JHSC cheaper diff. adviser | 29% | 0.42% | John Hancock Investment Management LLC |
| 19 | S&P MidCap 400 Pure Value Fund diff. adviser | 29% | 1.64% | Security Investors, LLC |
| 20 | VANGUARD SMALL-CAP VALUE INDEX FUND · VISVX, VSIIX, VBR, VSIAX cheaper diff. adviser | 29% | 0.05% | The Vanguard Group, Inc. |
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