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 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV | 49% | 0.20% | SSGA Funds Management, Inc. |
| 2 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME diff. adviser | 39% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 3 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 37% | 0.17% | DBX Advisors LLC |
| 4 | JPMorgan Diversified Return U.S. Equity ETF · JPUS cheaper diff. adviser | 37% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 37% | 0.06% | BlackRock Fund Advisors |
| 6 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 36% | 0.05% | Fidelity Management & Research Company LLC |
| 7 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 36% | 0.05% | The Vanguard Group, Inc. |
| 8 | iShares Russell Mid-Cap Value ETF · IWS diff. adviser | 36% | 0.23% | BlackRock Fund Advisors |
| 9 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO | 36% | 0.20% | SSGA Funds Management, Inc. |
| 10 | Columbia Research Enhanced Mid Cap ETF · REMC | 34% | 0.32% | — |
| 11 | Venerable Mid Cap Index Fund diff. adviser | 31% | 0.40% | Venerable Investment Advisers, LLC |
| 12 | First Trust Large Cap Value AlphaDEX Fund · FTA diff. adviser | 31% | 0.58% | First Trust Advisors L.P. |
| 13 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 31% | 1.55% | Security Investors, LLC |
| 14 | S&P 500 Pure Value Fund diff. adviser | 31% | 1.64% | Security Investors, LLC |
| 15 | John Hancock Multifactor Mid Cap ETF · JHMM diff. adviser | 30% | 0.41% | John Hancock Investment Management LLC |
| 16 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 30% | 0.18% | — |
| 17 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 30% | 0.19% | Pacific Life Fund Advisors LLC |
| 18 | JPMorgan U.S. Value Factor ETF · JVAL cheaper diff. adviser | 30% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 19 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 30% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 30% | 0.15% | Voya Investments, LLC |
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