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 Low Volatility ETF · XMLV cheaper diff. adviser | 45% | 0.25% | Invesco Capital Management LLC |
| 2 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 33% | 0.40% | PROSHARE ADVISORS LLC |
| 3 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 30% | 0.20% | BlackRock Fund Advisors |
| 4 | Invesco S&P SmallCap Low Volatility ETF · XSLV cheaper diff. adviser | 25% | 0.25% | Invesco Capital Management LLC |
| 5 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 25% | 0.03% | The Vanguard Group, Inc. |
| 6 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 25% | 0.15% | SSGA Funds Management, Inc. |
| 7 | PROFUND VP MIDCAP VALUE diff. adviser | 25% | 1.68% | ProFund Advisors LLC |
| 8 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 25% | 0.18% | BlackRock Fund Advisors |
| 9 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 25% | 1.78% | ProFund Advisors LLC |
| 10 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 24% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | ETC 6 Meridian Low Beta Equity Strategy ETF · SIXL cheaper diff. adviser | 23% | 0.46% | Exchange Traded Concepts, LLC |
| 12 | Horizon Small/Mid Cap Core Equity ETF cheaper | 23% | 0.75% | — |
| 13 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 23% | 0.15% | DBX Advisors LLC |
| 14 | State Street SPDR S&P MidCap 400SM ETF Trust | 23% | — | — |
| 15 | Index 400 Stock Portfolio cheaper diff. adviser | 23% | 0.24% | Mason Street Advisors, LLC |
| 16 | iShares ESG Select Screened S&P Mid-Cap ETF · XJH cheaper diff. adviser | 22% | 0.12% | BlackRock Fund Advisors |
| 17 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 22% | 0.35% | Lincoln Financial Investments Corporation |
| 18 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 22% | 0.39% | Equitable Investment Management Group, LLC |
| 19 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 22% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 20 | JNL Mid Cap Index Fund cheaper diff. adviser | 22% | 0.10% | Jackson National Asset Management, LLC |
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