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 | S&P MidCap 400 Pure Growth Fund | 100% | 1.64% | Security Investors, LLC |
| 2 | Invesco S&P Midcap 400 Pure Growth ETF · RFG cheaper diff. adviser | 74% | 0.35% | Invesco Capital Management LLC |
| 3 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 58% | 0.15% | SSGA Funds Management, Inc. |
| 4 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 57% | 0.17% | BlackRock Fund Advisors |
| 5 | PROFUND VP MIDCAP GROWTH diff. adviser | 53% | 1.68% | ProFund Advisors LLC |
| 6 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 52% | 1.78% | ProFund Advisors LLC |
| 7 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 50% | 0.03% | The Vanguard Group, Inc. |
| 8 | NAA MID GROWTH SERIES cheaper diff. adviser | 40% | 1.08% | New Age Alpha Advisors, LLC |
| 9 | NAA MID GROWTH FUND cheaper diff. adviser | 40% | 1.27% | New Age Alpha Advisors, LLC |
| 10 | State Street SPDR S&P MidCap 400SM ETF Trust | 32% | — | — |
| 11 | Index 400 Stock Portfolio cheaper diff. adviser | 32% | 0.24% | Mason Street Advisors, LLC |
| 12 | Pacer Lunt Midcap Multi-Factor Alternator ETF · PAMC cheaper diff. adviser | 32% | 0.60% | Pacer Advisors, Inc. |
| 13 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 32% | 0.35% | Lincoln Financial Investments Corporation |
| 14 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 32% | 0.39% | Equitable Investment Management Group, LLC |
| 15 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 32% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 16 | JNL Mid Cap Index Fund cheaper diff. adviser | 32% | 0.10% | Jackson National Asset Management, LLC |
| 17 | SA Mid Cap Index Portfolio cheaper diff. adviser | 32% | 0.36% | SunAmerica Asset Management, LLC |
| 18 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 32% | 0.03% | SSGA Funds Management, Inc. |
| 19 | SFT Index 400 Mid-Cap Fund cheaper diff. adviser | 32% | 0.31% | Securian Asset Management, Inc. |
| 20 | Pacer US Cash Cows Growth ETF · BUL cheaper diff. adviser | 31% | 0.60% | Pacer Advisors, Inc. |
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