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 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 38% | 0.04% | Charles Schwab Investment Management, Inc. |
| 2 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 38% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 37% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 4 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 36% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper diff. adviser | 36% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 6 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX diff. adviser | 36% | 0.82% | AMG Funds LLC |
| 7 | State Street SPDR S&P MidCap 400SM ETF Trust | 35% | — | — |
| 8 | Index 400 Stock Portfolio cheaper diff. adviser | 35% | 0.24% | Mason Street Advisors, LLC |
| 9 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 35% | 0.35% | Lincoln Financial Investments Corporation |
| 10 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 35% | 0.02% | The Vanguard Group, Inc. |
| 11 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 35% | 0.39% | Equitable Investment Management Group, LLC |
| 12 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 35% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 13 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 35% | 0.35% | The Variable Annuity Life Insurance Company |
| 14 | JNL Mid Cap Index Fund cheaper diff. adviser | 35% | 0.10% | Jackson National Asset Management, LLC |
| 15 | SA Mid Cap Index Portfolio cheaper diff. adviser | 35% | 0.36% | SunAmerica Asset Management, LLC |
| 16 | CVT S&P MidCap 400 Index Portfolio cheaper diff. adviser | 35% | 0.33% | Calvert Research and Management |
| 17 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 35% | 0.03% | SSGA Funds Management, Inc. |
| 18 | SFT Index 400 Mid-Cap Fund cheaper diff. adviser | 35% | 0.31% | Securian Asset Management, Inc. |
| 19 | Federated Hermes Mid-Cap Index Fund · FMDCX, FMCRX, FMCLX cheaper diff. adviser | 34% | 0.31% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 20 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 34% | 0.20% | Columbia Management Investment Advisers, LLC |
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