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 | Goldman Sachs Large Cap Value Insights Fund · GCVIX, GCLSX, GCVAX, GCVCX, GCVRX, GCVTX, GCVUX, GMXPX cheaper diff. adviser | 48% | 0.55% | Goldman Sachs Asset Management, L.P. |
| 2 | NVIT GS Large Cap Equity Fund diff. adviser | 36% | — | Nationwide Fund Advisors |
| 3 | Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund cheaper diff. adviser | 30% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 4 | Goldman Sachs U.S. Equity Insights Fund · GSELX, GSESX, GSSQX, GSUSX, GSURX, GSUTX, GSEUX, GSEPX cheaper diff. adviser | 29% | 0.55% | Goldman Sachs Asset Management, L.P. |
| 5 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 26% | 0.05% | Fidelity Management & Research Company LLC |
| 6 | iShares Russell Mid-Cap Value ETF · IWS cheaper diff. adviser | 26% | 0.23% | BlackRock Fund Advisors |
| 7 | Goldman Sachs U.S. Tax-Managed Equity Fund · GCTIX, GCTSX, GCTAX, GCTCX, GQIRX, GCTRX, GSDPX cheaper diff. adviser | 24% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 8 | Venerable Mid Cap Index Fund cheaper diff. adviser | 21% | 0.40% | Venerable Investment Advisers, LLC |
| 9 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 21% | 0.19% | Pacific Life Fund Advisors LLC |
| 10 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 21% | 0.15% | Voya Investments, LLC |
| 11 | iShares Russell Mid-Cap ETF · IWR cheaper diff. adviser | 21% | 0.18% | BlackRock Fund Advisors |
| 12 | Voya VACS Index Series MC Portfolio · VVIMX diff. adviser | 21% | — | Voya Investments, LLC |
| 13 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 21% | 0.04% | Charles Schwab Investment Management, Inc. |
| 14 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX diff. adviser | 21% | 0.73% | PGIM INVESTMENTS LLC |
| 15 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 21% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper diff. adviser | 20% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 17 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 20% | 0.04% | BlackRock Advisors, LLC |
| 18 | SIMT Mid-Cap Fund · SEMCX, SIPIX, SFDYX | 20% | 0.74% | — |
| 19 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX diff. adviser | 19% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 20 | SA Multi-Managed Mid Cap Value Portfolio diff. adviser | 19% | 1.00% | SunAmerica Asset Management, LLC |
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