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 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX | 39% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 2 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper | 36% | 0.05% | Fidelity Management & Research Company LLC |
| 3 | Columbia Research Enhanced Value ETF · REVS cheaper | 36% | 0.19% | Columbia Management Investment Advisers, LLC |
| 4 | Fidelity Enhanced Mid Cap ETF · FMDE cheaper | 36% | 0.23% | Fidelity Management & Research Company LLC |
| 5 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper | 36% | 0.20% | SSGA Funds Management, Inc. |
| 6 | iShares Russell Mid-Cap Value ETF · IWS cheaper | 36% | 0.23% | BlackRock Fund Advisors |
| 7 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX | 36% | 0.73% | PGIM INVESTMENTS LLC |
| 8 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 35% | 0.18% | — |
| 9 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper | 34% | 0.20% | SSGA Funds Management, Inc. |
| 10 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper | 34% | 0.20% | SSGA Funds Management, Inc. |
| 11 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper | 34% | 0.05% | The Vanguard Group, Inc. |
| 12 | Venerable Mid Cap Index Fund | 34% | 0.40% | Venerable Investment Advisers, LLC |
| 13 | PD Mid-Cap Index Portfolio cheaper | 34% | 0.19% | Pacific Life Fund Advisors LLC |
| 14 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper | 34% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | Fidelity Mid Cap Index Fund · FSMDX cheaper | 33% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper | 33% | 0.15% | Voya Investments, LLC |
| 17 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper | 33% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 18 | John Hancock Multifactor Mid Cap ETF · JHMM | 33% | 0.41% | John Hancock Investment Management LLC |
| 19 | iShares Russell Mid-Cap ETF · IWR cheaper | 33% | 0.18% | BlackRock Fund Advisors |
| 20 | Voya VACS Index Series MC Portfolio · VVIMX | 33% | — | Voya Investments, LLC |
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