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 | LVIP Wellington SMID Cap Value Fund cheaper diff. adviser | 49% | 0.77% | Lincoln Financial Investments Corporation |
| 2 | Mid Cap Value Fund · VVMCX cheaper diff. adviser | 36% | 0.83% | The Variable Annuity Life Insurance Company |
| 3 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX cheaper diff. adviser | 36% | 0.77% | Harbor Capital Advisors, Inc. |
| 4 | THE HARTFORD MIDCAP VALUE FUND · HMVAX, HMVCX, HMVYX, HMVSX, HMVTX, HMVJX, HMVRX, HMVFX, HMVUX cheaper diff. adviser | 33% | 0.75% | Hartford Funds Management Company, LLC |
| 5 | Mercer US Small/Mid Cap Equity Fund · MSCJX, MSCQX, MSCWX, MSCGX cheaper diff. adviser | 30% | 0.50% | Mercer Investments LLC |
| 6 | SIIT SMALL/MID CAP FUND · SSMAX cheaper diff. adviser | 27% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | First Trust Active Factor Mid Cap ETF · AFMC cheaper diff. adviser | 26% | 0.68% | First Trust Advisors L.P. |
| 8 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 25% | 0.15% | SSGA Funds Management, Inc. |
| 9 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 25% | 0.18% | BlackRock Fund Advisors |
| 10 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 25% | 1.78% | ProFund Advisors LLC |
| 11 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 25% | 0.15% | DBX Advisors LLC |
| 12 | PROFUND VP MIDCAP VALUE diff. adviser | 25% | 1.68% | ProFund Advisors LLC |
| 13 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 25% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 14 | U.S. Targeted Value Portfolio · DFFVX cheaper diff. adviser | 24% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
| 15 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 24% | 0.03% | The Vanguard Group, Inc. |
| 16 | LSV Small Cap Value Fund · LSVQX, LVAQX cheaper diff. adviser | 24% | 0.83% | LSV Asset Management |
| 17 | Dimensional U.S. Targeted Value ETF · DFAT cheaper diff. adviser | 24% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 18 | U.S. Sustainability Targeted Value Portfolio cheaper diff. adviser | 24% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX cheaper diff. adviser | 24% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 20 | SA Mid Cap Index Portfolio cheaper diff. adviser | 24% | 0.36% | SunAmerica Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.