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 | NAA MID GROWTH SERIES diff. adviser | 30% | 1.08% | New Age Alpha Advisors, LLC |
| 2 | NAA MID GROWTH FUND diff. adviser | 30% | 1.27% | New Age Alpha Advisors, LLC |
| 3 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 29% | 0.15% | SSGA Funds Management, Inc. |
| 4 | PROFUND VP MIDCAP GROWTH diff. adviser | 29% | 1.68% | ProFund Advisors LLC |
| 5 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 29% | 0.17% | BlackRock Fund Advisors |
| 6 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 29% | 1.78% | ProFund Advisors LLC |
| 7 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 28% | 0.03% | The Vanguard Group, Inc. |
| 8 | First Trust SMID Growth Strength ETF · FSGS diff. adviser | 28% | 0.61% | First Trust Advisors L.P. |
| 9 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 27% | 0.97% | HORIZON INVESTMENTS LLC. |
| 10 | U.S. Small Cap Growth Portfolio cheaper diff. adviser | 27% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 11 | First Trust Mid Cap Growth AlphaDEX Fund · FNY diff. adviser | 26% | 0.73% | First Trust Advisors L.P. |
| 12 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 25% | 1.53% | Security Investors, LLC |
| 13 | S&P MidCap 400 Pure Growth Fund diff. adviser | 25% | 1.64% | Security Investors, LLC |
| 14 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW diff. adviser | 25% | 0.49% | Pacer Advisors, Inc. |
| 15 | MidCap Stock Portfolio diff. adviser | 25% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 16 | iShares Morningstar Small-Cap Growth ETF · ISCG cheaper diff. adviser | 24% | 0.06% | BlackRock Fund Advisors |
| 17 | Invesco S&P Midcap 400 Pure Growth ETF · RFG cheaper diff. adviser | 24% | 0.35% | Invesco Capital Management LLC |
| 18 | NYLI Candriam U.S. Mid Cap Equity ETF · IQSM cheaper diff. adviser | 24% | 0.15% | New York Life Investment Management LLC |
| 19 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper diff. adviser | 23% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | State Street SPDR S&P MidCap 400SM ETF Trust | 23% | — | — |
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