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 Value AlphaDEX Fund · FNK | 57% | 0.74% | First Trust Advisors L.P. |
| 2 | WisdomTree U.S. MidCap Fund · EZM cheaper diff. adviser | 55% | 0.38% | WisdomTree Asset Management, Inc. |
| 3 | JNL/DFA U.S. Small Cap Fund diff. adviser | 43% | 0.63% | Jackson National Asset Management, LLC |
| 4 | John Hancock Multifactor Small Cap ETF · JHSC cheaper diff. adviser | 43% | 0.42% | John Hancock Investment Management LLC |
| 5 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 42% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 6 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 42% | 0.04% | BlackRock Fund Advisors |
| 7 | iShares Morningstar Small-Cap Value ETF · ISCV cheaper diff. adviser | 41% | 0.06% | BlackRock Fund Advisors |
| 8 | SA Mid Cap Index Portfolio cheaper diff. adviser | 41% | 0.36% | SunAmerica Asset Management, LLC |
| 9 | Federated Hermes Mid-Cap Index Fund · FMDCX, FMCRX, FMCLX cheaper diff. adviser | 40% | 0.31% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 10 | State Street SPDR S&P MidCap 400SM ETF Trust | 40% | — | — |
| 11 | Index 400 Stock Portfolio cheaper diff. adviser | 40% | 0.24% | Mason Street Advisors, LLC |
| 12 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 40% | 0.35% | Lincoln Financial Investments Corporation |
| 13 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 40% | 0.39% | Equitable Investment Management Group, LLC |
| 14 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 40% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 15 | JNL Mid Cap Index Fund cheaper diff. adviser | 40% | 0.10% | Jackson National Asset Management, LLC |
| 16 | Victory Extended Market Index Fund · USMIX cheaper diff. adviser | 40% | 0.35% | Victory Capital Management Inc. |
| 17 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 39% | 0.03% | SSGA Funds Management, Inc. |
| 18 | SFT Index 400 Mid-Cap Fund cheaper diff. adviser | 39% | 0.31% | Securian Asset Management, Inc. |
| 19 | Nationwide Mid Cap Market Index Fund · GMXAX, GMCCX, GMXIX, GMXRX, NWXQX cheaper diff. adviser | 39% | 0.25% | Nationwide Fund Advisors |
| 20 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper diff. adviser | 39% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
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