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 | Invesco S&P MidCap Low Volatility ETF · XMLV cheaper diff. adviser | 44% | 0.25% | Invesco Capital Management LLC |
| 2 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 33% | 0.80% | First Trust Advisors L.P. |
| 3 | Invesco S&P MidCap Value with Momentum ETF · XMVM cheaper diff. adviser | 23% | 0.39% | Invesco Capital Management LLC |
| 4 | Boston Trust SMID Cap Fund · BTSMX diff. adviser | 23% | 0.75% | Boston Trust Walden Inc. |
| 5 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 21% | 1.00% | Boston Trust Walden Inc. |
| 6 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 21% | 0.03% | The Vanguard Group, Inc. |
| 7 | PROFUND VP MIDCAP VALUE diff. adviser | 21% | 1.68% | ProFund Advisors LLC |
| 8 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 20% | 0.15% | SSGA Funds Management, Inc. |
| 9 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 20% | 0.18% | BlackRock Fund Advisors |
| 10 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 20% | — | First Trust Advisors L.P. |
| 11 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 20% | 1.78% | ProFund Advisors LLC |
| 12 | Invesco S&P MidCap Quality ETF · XMHQ cheaper diff. adviser | 19% | 0.25% | Invesco Capital Management LLC |
| 13 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 19% | 1.00% | Boston Trust Walden Inc. |
| 14 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 19% | 0.38% | WisdomTree Asset Management, Inc. |
| 15 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 19% | 0.20% | BlackRock Fund Advisors |
| 16 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 19% | 0.15% | DBX Advisors LLC |
| 17 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 18% | 0.95% | Copeland Capital Management, LLC |
| 18 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM diff. adviser | 18% | 0.48% | ALPS Advisors, Inc. |
| 19 | ProShares Russell U.S. Dividend Growers ETF · TMDV cheaper | 18% | 0.35% | PROSHARE ADVISORS LLC |
| 20 | Opus Small Cap Value ETF · OSCV diff. adviser | 18% | 0.79% | Aptus Capital Advisors, LLC |
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