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 | Voya VACS Index Series MC Portfolio · VVIMX | 99% | — | Voya Investments, LLC |
| 2 | PD Mid-Cap Index Portfolio diff. adviser | 98% | 0.19% | Pacific Life Fund Advisors LLC |
| 3 | Venerable Mid Cap Index Fund diff. adviser | 97% | 0.40% | Venerable Investment Advisers, LLC |
| 4 | iShares Russell Mid-Cap ETF · IWR diff. adviser | 97% | 0.18% | BlackRock Fund Advisors |
| 5 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 92% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 92% | 0.04% | BlackRock Advisors, LLC |
| 7 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 92% | 0.03% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 79% | 0.05% | Fidelity Management & Research Company LLC |
| 9 | iShares Russell Mid-Cap Value ETF · IWS diff. adviser | 79% | 0.23% | BlackRock Fund Advisors |
| 10 | Calvert US Mid-Cap Core Responsible Index ETF · CVMC | 67% | 0.15% | — |
| 11 | Calvert U.S. Mid Cap Core Responsible Index Fund · CMJAX, CMJIX, CMCRX diff. adviser | 66% | 0.20% | Calvert Research and Management |
| 12 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 64% | 0.04% | BlackRock Fund Advisors |
| 13 | John Hancock Multifactor Mid Cap ETF · JHMM diff. adviser | 59% | 0.41% | John Hancock Investment Management LLC |
| 14 | Avantis U.S. Mid Cap Equity ETF · AVMC | 57% | 0.18% | — |
| 15 | EQ/Mid Cap Value Managed Volatility Portfolio diff. adviser | 56% | 0.71% | Equitable Investment Management Group, LLC |
| 16 | MID-CAP INDEX PORTFOLIO diff. adviser | 55% | 0.17% | The Vanguard Group, Inc. |
| 17 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 55% | 0.02% | The Vanguard Group, Inc. |
| 18 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO diff. adviser | 54% | 0.20% | SSGA Funds Management, Inc. |
| 19 | BNY Mellon Mid Cap Multi-Strategy Fund · MPMCX, MIMSX diff. adviser | 53% | 0.95% | BNY Mellon Investment Adviser, Inc. |
| 20 | iShares S&P 500 ex S&P 100 ETF · XOEF | 53% | 0.20% | — |
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