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 | Nomura VIP Smid Cap Core Series | 99% | 1.18% | Macquarie Investment Management Business Trust |
| 2 | Nomura VIP Opportunity Series | 99% | 0.83% | Macquarie Investment Management Business Trust |
| 3 | LVIP Nomura SMID Cap Core Fund diff. adviser | 98% | 0.80% | Lincoln Financial Investments Corporation |
| 4 | Nomura Small Cap Core Fund · DCCAX, DCCCX, DCCRX, DCCIX, DCZRX cheaper | 36% | 0.69% | Macquarie Investment Management Business Trust |
| 5 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 25% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 6 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 21% | 0.94% | Park Avenue Institutional Advisers LLC |
| 7 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 21% | 0.15% | DBX Advisors LLC |
| 8 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 21% | 0.35% | The Variable Annuity Life Insurance Company |
| 9 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 21% | 0.60% | Fidelity Management & Research Company LLC |
| 10 | Horizon Small/Mid Cap Core Equity ETF cheaper | 21% | 0.75% | — |
| 11 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 21% | 0.20% | Columbia Management Investment Advisers, LLC |
| 12 | S&P MidCap Index Fund · SPMIX, MIDKX cheaper diff. adviser | 20% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 13 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 20% | 0.03% | The Vanguard Group, Inc. |
| 14 | Sit Small Cap Growth Fund · SSMGX diff. adviser | 20% | 1.50% | Sit Investment Associates, Inc. |
| 15 | State Street SPDR S&P MidCap 400SM ETF Trust | 20% | — | — |
| 16 | Index 400 Stock Portfolio cheaper diff. adviser | 20% | 0.24% | Mason Street Advisors, LLC |
| 17 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 20% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 18 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 20% | 0.35% | Lincoln Financial Investments Corporation |
| 19 | iShares ESG Select Screened S&P Mid-Cap ETF · XJH cheaper diff. adviser | 20% | 0.12% | BlackRock Fund Advisors |
| 20 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 20% | 0.39% | Equitable Investment Management Group, LLC |
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