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 | Horizon Small/Mid Cap Core Equity ETF cheaper | 57% | 0.75% | — |
| 2 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 34% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | MidCap Stock Portfolio cheaper diff. adviser | 34% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 4 | First Trust Active Factor Mid Cap ETF · AFMC cheaper diff. adviser | 34% | 0.68% | First Trust Advisors L.P. |
| 5 | JPMorgan Small & Mid Cap Enhanced Equity ETF · JMEE cheaper diff. adviser | 34% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 6 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 34% | 0.15% | SSGA Funds Management, Inc. |
| 7 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 34% | 0.17% | BlackRock Fund Advisors |
| 8 | State Street SPDR S&P MidCap 400SM ETF Trust | 33% | — | — |
| 9 | Index 400 Stock Portfolio cheaper diff. adviser | 33% | 0.24% | Mason Street Advisors, LLC |
| 10 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 33% | 0.35% | Lincoln Financial Investments Corporation |
| 11 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 33% | 0.39% | Equitable Investment Management Group, LLC |
| 12 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 32% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 13 | Intech S&p Small-mid Cap Diversified Alpha ETF · SMDX cheaper | 32% | 0.35% | — |
| 14 | JNL Mid Cap Index Fund cheaper diff. adviser | 32% | 0.10% | Jackson National Asset Management, LLC |
| 15 | SA Mid Cap Index Portfolio cheaper diff. adviser | 32% | 0.36% | SunAmerica Asset Management, LLC |
| 16 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 32% | 0.03% | SSGA Funds Management, Inc. |
| 17 | SFT Index 400 Mid-Cap Fund cheaper diff. adviser | 32% | 0.31% | Securian Asset Management, Inc. |
| 18 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 32% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 19 | Federated Hermes Mid-Cap Index Fund · FMDCX, FMCRX, FMCLX cheaper diff. adviser | 32% | 0.31% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 20 | iShares Core S&P Mid-Cap ETF · IJH cheaper diff. adviser | 32% | 0.05% | BlackRock Fund Advisors |
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