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 | Invesco S&P MidCap Quality ETF · XMHQ cheaper | 32% | 0.25% | Invesco Capital Management LLC |
| 2 | Invesco S&P Midcap 400 Pure Growth ETF · RFG | 27% | 0.35% | Invesco Capital Management LLC |
| 3 | Invesco S&P MidCap Value with Momentum ETF · XMVM | 26% | 0.39% | Invesco Capital Management LLC |
| 4 | Invesco S&P Midcap 400 QVM Multi-Factor ETF · QVMM cheaper | 20% | 0.15% | Invesco Capital Management LLC |
| 5 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW diff. adviser | 19% | 0.49% | Pacer Advisors, Inc. |
| 6 | First Trust SMID Growth Strength ETF · FSGS diff. adviser | 19% | 0.61% | First Trust Advisors L.P. |
| 7 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF · KRE diff. adviser | 18% | 0.35% | SSGA Funds Management, Inc. |
| 8 | NAA MID GROWTH SERIES diff. adviser | 18% | 1.08% | New Age Alpha Advisors, LLC |
| 9 | NAA MID GROWTH FUND diff. adviser | 18% | 1.27% | New Age Alpha Advisors, LLC |
| 10 | WisdomTree U.S. MidCap Quality Growth Fund · QMID diff. adviser | 17% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | PROFUND VP MIDCAP GROWTH diff. adviser | 17% | 1.68% | ProFund Advisors LLC |
| 12 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 17% | 1.78% | ProFund Advisors LLC |
| 13 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 16% | 1.53% | Security Investors, LLC |
| 14 | S&P MidCap 400 Pure Growth Fund diff. adviser | 16% | 1.64% | Security Investors, LLC |
| 15 | iShares U.S. Regional Banks ETF · IAT diff. adviser | 16% | 0.38% | BlackRock Fund Advisors |
| 16 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 17 | Invesco S&P Midcap 400 Pure Value ETF · RFV | 16% | 0.35% | Invesco Capital Management LLC |
| 18 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE diff. adviser | 15% | 0.35% | SSGA Funds Management, Inc. |
| 19 | PROFUND VP BANKS diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
| 20 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 15% | 0.40% | CONSTELLATION INVESTMENTS INC |
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