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 | PROFUND VP ULTRAMID CAP cheaper | 96% | 1.68% | ProFund Advisors LLC |
| 2 | ULTRA MID CAP PROFUND · UMPIX, UMPSX cheaper | 95% | 1.56% | ProFund Advisors LLC |
| 3 | ProShares UltraPro MidCap400 · UMDD cheaper diff. adviser | 82% | 0.95% | PROSHARE ADVISORS LLC |
| 4 | Direxion Daily Mid Cap Bull 3X Shares · MIDU cheaper diff. adviser | 73% | 0.99% | RAFFERTY ASSET MANAGEMENT, LLC |
| 5 | ProShares Ultra MidCap400 · MVV cheaper diff. adviser | 71% | 0.95% | PROSHARE ADVISORS LLC |
| 6 | AVIP S&P MidCap 400 Index Portfolio cheaper diff. adviser | 70% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 7 | THRIVENT MID CAP INDEX PORTFOLIO cheaper diff. adviser | 70% | 0.25% | Thrivent Financial for Lutherans |
| 8 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX cheaper diff. adviser | 70% | 0.18% | Empower Capital Management, LLC |
| 9 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX cheaper diff. adviser | 70% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 10 | Mid Cap Index Fund · NOMIX cheaper diff. adviser | 70% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | AZL Mid Cap Index Fund cheaper diff. adviser | 70% | 0.33% | Allianz Investment Management LLC |
| 12 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 69% | 0.03% | The Vanguard Group, Inc. |
| 13 | S&P MidCap Index Fund · SPMIX, MIDKX cheaper diff. adviser | 69% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 14 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX cheaper diff. adviser | 68% | 0.16% | Principal Global Investors, LLC |
| 15 | Nationwide Mid Cap Market Index Fund · GMXAX, GMCCX, GMXIX, GMXRX, NWXQX cheaper diff. adviser | 66% | 0.25% | Nationwide Fund Advisors |
| 16 | Pacer Trendpilot US Mid Cap ETF · PTMC cheaper diff. adviser | 66% | 0.60% | Pacer Advisors, Inc. |
| 17 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 66% | 0.39% | Equitable Investment Management Group, LLC |
| 18 | SA Mid Cap Index Portfolio cheaper diff. adviser | 66% | 0.36% | SunAmerica Asset Management, LLC |
| 19 | State Street SPDR S&P MidCap 400SM ETF Trust | 66% | — | — |
| 20 | Index 400 Stock Portfolio cheaper diff. adviser | 66% | 0.24% | Mason Street Advisors, LLC |
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