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 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper | 49% | 0.60% | Victory Capital Management Inc. |
| 2 | PACE Small/Medium Co Value Equity Investments · PCSVX, PEVAX, PVEYX, PVETX cheaper diff. adviser | 47% | 0.63% | UBS Asset Management (Americas) LLC |
| 3 | Victory Integrity Small-Cap Value Fund · VSCVX, MCVSX, MRVSX, MVSSX, VSVIX | 43% | 0.96% | Victory Capital Management Inc. |
| 4 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 22% | 1.78% | ProFund Advisors LLC |
| 5 | PROFUND VP MIDCAP VALUE diff. adviser | 21% | 1.68% | ProFund Advisors LLC |
| 6 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 21% | 0.03% | The Vanguard Group, Inc. |
| 7 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 20% | 0.15% | SSGA Funds Management, Inc. |
| 8 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 20% | 0.18% | BlackRock Fund Advisors |
| 9 | AVIP S&P MidCap 400 Index Portfolio cheaper diff. adviser | 19% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 10 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 19% | 0.94% | Park Avenue Institutional Advisers LLC |
| 11 | VANGUARD SMALL-CAP VALUE INDEX FUND · VISVX, VSIIX, VBR, VSIAX cheaper diff. adviser | 19% | 0.05% | The Vanguard Group, Inc. |
| 12 | AZL Mid Cap Index Fund cheaper diff. adviser | 19% | 0.33% | Allianz Investment Management LLC |
| 13 | THRIVENT MID CAP INDEX PORTFOLIO cheaper diff. adviser | 19% | 0.25% | Thrivent Financial for Lutherans |
| 14 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 18% | 0.60% | Fidelity Management & Research Company LLC |
| 15 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX cheaper diff. adviser | 18% | 0.18% | Empower Capital Management, LLC |
| 16 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX cheaper diff. adviser | 18% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 17 | Invesco S&P MidCap Value with Momentum ETF · XMVM cheaper diff. adviser | 18% | 0.39% | Invesco Capital Management LLC |
| 18 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 18% | 0.03% | The Vanguard Group, Inc. |
| 19 | S&P MidCap Index Fund · SPMIX, MIDKX cheaper diff. adviser | 18% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 20 | Mid Cap Index Fund · NOMIX cheaper diff. adviser | 18% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
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