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 | WisdomTree U.S. MidCap Quality Growth Fund · QMID cheaper diff. adviser | 28% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | First Trust SMID Capital Strength ETF · FSCS | 25% | — | First Trust Advisors L.P. |
| 3 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 25% | 0.58% | — |
| 4 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD | 24% | 0.85% | First Trust Advisors L.P. |
| 5 | NAA MID GROWTH SERIES diff. adviser | 23% | 1.08% | New Age Alpha Advisors, LLC |
| 6 | NAA MID GROWTH FUND diff. adviser | 23% | 1.27% | New Age Alpha Advisors, LLC |
| 7 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 20% | 0.15% | SSGA Funds Management, Inc. |
| 8 | PROFUND VP MIDCAP GROWTH diff. adviser | 20% | 1.68% | ProFund Advisors LLC |
| 9 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 19% | 0.17% | BlackRock Fund Advisors |
| 10 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 19% | 1.78% | ProFund Advisors LLC |
| 11 | Invesco S&P MidCap 400 GARP ETF · GRPM cheaper diff. adviser | 19% | 0.35% | Invesco Capital Management LLC |
| 12 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 19% | 1.53% | Security Investors, LLC |
| 13 | S&P MidCap 400 Pure Growth Fund diff. adviser | 19% | 1.64% | Security Investors, LLC |
| 14 | Invesco S&P Midcap 400 Pure Growth ETF · RFG cheaper diff. adviser | 19% | 0.35% | Invesco Capital Management LLC |
| 15 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 19% | 0.03% | The Vanguard Group, Inc. |
| 16 | Janus Henderson Small/Mid Cap Growth Alpha ETF · JSMD cheaper diff. adviser | 19% | 0.30% | Janus Henderson Investors US LLC |
| 17 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW cheaper diff. adviser | 18% | 0.49% | Pacer Advisors, Inc. |
| 18 | Pacer US Cash Cows Growth ETF · BUL cheaper diff. adviser | 17% | 0.60% | Pacer Advisors, Inc. |
| 19 | VOYA INDEX PLUS MIDCAP PORTFOLIO · IPMIX, IPMSX cheaper diff. adviser | 17% | 0.60% | Voya Investments, LLC |
| 20 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 16% | 0.97% | HORIZON INVESTMENTS LLC. |
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