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 400 QVM Multi-Factor ETF · QVMM cheaper | 61% | 0.15% | Invesco Capital Management LLC |
| 2 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 54% | 0.03% | The Vanguard Group, Inc. |
| 3 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 54% | 0.03% | The Vanguard Group, Inc. |
| 4 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX cheaper diff. adviser | 54% | 0.16% | Principal Global Investors, LLC |
| 5 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 54% | 1.78% | ProFund Advisors LLC |
| 6 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 54% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 7 | PROFUND VP MIDCAP VALUE diff. adviser | 53% | 1.68% | ProFund Advisors LLC |
| 8 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 53% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 9 | AZL Mid Cap Index Fund cheaper diff. adviser | 53% | 0.33% | Allianz Investment Management LLC |
| 10 | THRIVENT MID CAP INDEX PORTFOLIO cheaper diff. adviser | 53% | 0.25% | Thrivent Financial for Lutherans |
| 11 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX cheaper diff. adviser | 53% | 0.18% | Empower Capital Management, LLC |
| 12 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX diff. adviser | 53% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 13 | Mid Cap Index Fund · NOMIX cheaper diff. adviser | 52% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Invesco S&P Midcap 400 Pure Value ETF · RFV cheaper | 51% | 0.35% | Invesco Capital Management LLC |
| 15 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 51% | 0.15% | SSGA Funds Management, Inc. |
| 16 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 50% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 17 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 50% | 0.20% | Columbia Management Investment Advisers, LLC |
| 18 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 50% | 0.18% | BlackRock Fund Advisors |
| 19 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 50% | 0.35% | The Variable Annuity Life Insurance Company |
| 20 | State Street SPDR S&P MidCap 400SM ETF Trust | 50% | — | — |
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