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 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX diff. adviser | 93% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 2 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 93% | 0.03% | The Vanguard Group, Inc. |
| 3 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 92% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 4 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 90% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 5 | AZL Mid Cap Index Fund diff. adviser | 90% | 0.33% | Allianz Investment Management LLC |
| 6 | THRIVENT MID CAP INDEX PORTFOLIO diff. adviser | 90% | 0.25% | Thrivent Financial for Lutherans |
| 7 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX diff. adviser | 89% | 0.18% | Empower Capital Management, LLC |
| 8 | PGIM Quant Solutions Mid-Cap Index Fund · PQCCX diff. adviser | 89% | 0.20% | PGIM INVESTMENTS LLC |
| 9 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX diff. adviser | 89% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 10 | Mid Cap Index Fund · NOMIX cheaper diff. adviser | 88% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | Mid Cap Index Fund · VMIDX diff. adviser | 87% | 0.35% | The Variable Annuity Life Insurance Company |
| 12 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX diff. adviser | 87% | 0.20% | Columbia Management Investment Advisers, LLC |
| 13 | State Street SPDR S&P MidCap 400SM ETF Trust | 85% | — | — |
| 14 | Index 400 Stock Portfolio diff. adviser | 85% | 0.24% | Mason Street Advisors, LLC |
| 15 | LVIP SSGA Mid-Cap Index Fund diff. adviser | 85% | 0.35% | Lincoln Financial Investments Corporation |
| 16 | EQ/Mid Cap Index Portfolio diff. adviser | 85% | 0.39% | Equitable Investment Management Group, LLC |
| 17 | MOA MID CAP EQUITY INDEX FUND diff. adviser | 85% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | JNL Mid Cap Index Fund cheaper diff. adviser | 85% | 0.10% | Jackson National Asset Management, LLC |
| 19 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 84% | 0.03% | SSGA Funds Management, Inc. |
| 20 | SFT Index 400 Mid-Cap Fund diff. adviser | 84% | 0.31% | Securian Asset Management, Inc. |
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