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 | iShares Morningstar Mid-Cap ETF · IMCB cheaper | 64% | 0.04% | BlackRock Fund Advisors |
| 2 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 3 | MID-CAP INDEX PORTFOLIO diff. adviser | 54% | 0.17% | The Vanguard Group, Inc. |
| 4 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 54% | 0.02% | The Vanguard Group, Inc. |
| 5 | First Trust Large Cap Value AlphaDEX Fund · FTA diff. adviser | 50% | 0.58% | First Trust Advisors L.P. |
| 6 | iShares Russell Mid-Cap Value ETF · IWS | 49% | 0.23% | BlackRock Fund Advisors |
| 7 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 49% | 0.05% | Fidelity Management & Research Company LLC |
| 8 | iShares S&P 500 ex S&P 100 ETF · XOEF | 49% | 0.20% | — |
| 9 | First Trust Large Cap Core AlphaDEX Fund · FEX diff. adviser | 47% | 0.57% | First Trust Advisors L.P. |
| 10 | Venerable Mid Cap Index Fund diff. adviser | 45% | 0.40% | Venerable Investment Advisers, LLC |
| 11 | PD Mid-Cap Index Portfolio diff. adviser | 45% | 0.19% | Pacific Life Fund Advisors LLC |
| 12 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW diff. adviser | 44% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 13 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX diff. adviser | 44% | 0.15% | Voya Investments, LLC |
| 14 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 44% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | Voya VACS Index Series MC Portfolio · VVIMX diff. adviser | 44% | — | Voya Investments, LLC |
| 16 | iShares Russell Mid-Cap ETF · IWR | 44% | 0.18% | BlackRock Fund Advisors |
| 17 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 44% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | iShares MSCI USA Equal Weighted ETF · EUSA | 44% | 0.09% | BlackRock Fund Advisors |
| 19 | iShares MSCI USA Size Factor ETF · SIZE | 44% | 0.15% | BlackRock Fund Advisors |
| 20 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 43% | 0.04% | BlackRock Advisors, LLC |
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