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 | DWS Global Small Cap VIP cheaper | 88% | 0.86% | DWS Investment Management Americas, Inc. |
| 2 | DWS Small Cap Growth Fund · SSDIX, SSDAX, SSDCX, SSDSX, SSDZX cheaper | 16% | 0.89% | DWS Investment Management Americas, Inc. |
| 3 | First Trust Active Factor Mid Cap ETF · AFMC cheaper diff. adviser | 15% | 0.68% | First Trust Advisors L.P. |
| 4 | DWS Small Mid Cap Growth VIP cheaper | 13% | 0.82% | DWS Investment Management Americas, Inc. |
| 5 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper diff. adviser | 12% | 0.05% | Fidelity Management & Research Company LLC |
| 6 | DWS Small Cap Core Fund · SZCAX, SZCCX, SSLCX, SZCRX, SZCIX cheaper | 12% | 0.79% | DWS Investment Management Americas, Inc. |
| 7 | SGI Small Cap Core Fund · BOGIX diff. adviser | 12% | 1.23% | Summit Global Investment, LLC |
| 8 | Horizon Small/Mid Cap Core Equity ETF cheaper | 11% | 0.75% | — |
| 9 | DWS Small Mid Cap Value VIP cheaper | 10% | 0.84% | DWS Investment Management Americas, Inc. |
| 10 | Pacer Lunt Midcap Multi-Factor Alternator ETF · PAMC cheaper diff. adviser | 10% | 0.60% | Pacer Advisors, Inc. |
| 11 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 10% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 12 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 10% | 0.35% | The Variable Annuity Life Insurance Company |
| 13 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 10% | 0.20% | Columbia Management Investment Advisers, LLC |
| 14 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper diff. adviser | 10% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 15 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | NYLI Candriam U.S. Mid Cap Equity ETF · IQSM cheaper diff. adviser | 10% | 0.15% | New York Life Investment Management LLC |
| 17 | JPMorgan Small & Mid Cap Enhanced Equity ETF · JMEE cheaper diff. adviser | 10% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 18 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 10% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 10% | 0.15% | DBX Advisors LLC |
| 20 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX cheaper diff. adviser | 9% | 0.97% | HORIZON INVESTMENTS LLC. |
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