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 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 98% | 0.05% | Fidelity Management & Research Company LLC |
| 2 | Venerable Mid Cap Index Fund diff. adviser | 80% | 0.40% | Venerable Investment Advisers, LLC |
| 3 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 79% | 0.19% | Pacific Life Fund Advisors LLC |
| 4 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 79% | 0.15% | Voya Investments, LLC |
| 5 | iShares Russell Mid-Cap ETF · IWR cheaper | 78% | 0.18% | BlackRock Fund Advisors |
| 6 | Voya VACS Index Series MC Portfolio · VVIMX diff. adviser | 78% | — | Voya Investments, LLC |
| 7 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 78% | 0.04% | Charles Schwab Investment Management, Inc. |
| 8 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 77% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 76% | 0.04% | BlackRock Advisors, LLC |
| 10 | Calvert U.S. Mid Cap Core Responsible Index Fund · CMJAX, CMJIX, CMCRX cheaper diff. adviser | 68% | 0.20% | Calvert Research and Management |
| 11 | Calvert US Mid-Cap Core Responsible Index ETF · CVMC cheaper | 67% | 0.15% | — |
| 12 | John Hancock Multifactor Mid Cap ETF · JHMM diff. adviser | 58% | 0.41% | John Hancock Investment Management LLC |
| 13 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 58% | 0.18% | — |
| 14 | EQ/Mid Cap Value Managed Volatility Portfolio diff. adviser | 57% | 0.71% | Equitable Investment Management Group, LLC |
| 15 | SA Multi-Managed Mid Cap Value Portfolio diff. adviser | 55% | 1.00% | SunAmerica Asset Management, LLC |
| 16 | MID-CAP INDEX PORTFOLIO cheaper diff. adviser | 53% | 0.17% | The Vanguard Group, Inc. |
| 17 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 53% | 0.02% | The Vanguard Group, Inc. |
| 18 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 52% | 0.20% | SSGA Funds Management, Inc. |
| 19 | iShares Morningstar Mid-Cap ETF · IMCB cheaper | 51% | 0.04% | BlackRock Fund Advisors |
| 20 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 51% | 0.17% | DBX Advisors LLC |
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