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 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX | 40% | 0.79% | PGIM INVESTMENTS LLC |
| 2 | Columbia Research Enhanced Mid Cap ETF · REMC cheaper | 36% | 0.32% | — |
| 3 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 32% | 0.05% | Fidelity Management & Research Company LLC |
| 4 | iShares Russell Mid-Cap Value ETF · IWS cheaper diff. adviser | 32% | 0.23% | BlackRock Fund Advisors |
| 5 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 31% | 0.20% | SSGA Funds Management, Inc. |
| 6 | Fidelity Enhanced Mid Cap ETF · FMDE cheaper diff. adviser | 31% | 0.23% | Fidelity Management & Research Company LLC |
| 7 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX diff. adviser | 30% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 8 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper diff. adviser | 30% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 9 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 30% | 0.77% | Harbor Capital Advisors, Inc. |
| 10 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 28% | 0.17% | DBX Advisors LLC |
| 11 | SA Multi-Managed Mid Cap Value Portfolio diff. adviser | 28% | 1.00% | SunAmerica Asset Management, LLC |
| 12 | Venerable Mid Cap Index Fund cheaper diff. adviser | 28% | 0.40% | Venerable Investment Advisers, LLC |
| 13 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 28% | 0.19% | Pacific Life Fund Advisors LLC |
| 14 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 27% | 0.20% | SSGA Funds Management, Inc. |
| 15 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 27% | 0.15% | Voya Investments, LLC |
| 16 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 27% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | Voya VACS Index Series MC Portfolio · VVIMX diff. adviser | 27% | — | Voya Investments, LLC |
| 18 | iShares Russell Mid-Cap ETF · IWR cheaper diff. adviser | 27% | 0.18% | BlackRock Fund Advisors |
| 19 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 27% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 27% | 0.04% | BlackRock Advisors, LLC |
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