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 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 96% | 0.58% | — |
| 2 | First Trust SMID Capital Strength ETF · FSCS | 29% | — | First Trust Advisors L.P. |
| 3 | First Trust SMID Growth Strength ETF · FSGS cheaper | 24% | 0.61% | First Trust Advisors L.P. |
| 4 | First Trust Active Factor Mid Cap ETF · AFMC cheaper | 24% | 0.68% | First Trust Advisors L.P. |
| 5 | Horizon Small/Mid Cap Core Equity ETF cheaper | 22% | 0.75% | — |
| 6 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 22% | 0.48% | ALPS Advisors, Inc. |
| 7 | VOYA INDEX PLUS MIDCAP PORTFOLIO · IPMIX, IPMSX cheaper diff. adviser | 20% | 0.60% | Voya Investments, LLC |
| 8 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 20% | 0.38% | WisdomTree Asset Management, Inc. |
| 9 | MidCap Stock Portfolio cheaper diff. adviser | 20% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 10 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 20% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | SA U.S. Small Company Fund diff. adviser | 20% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 12 | First Trust Financials AlphaDEX Fund · FXO cheaper | 20% | 0.60% | First Trust Advisors L.P. |
| 13 | Avantis U.S. Mid Cap Value ETF · AVMV cheaper | 19% | 0.20% | — |
| 14 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 18% | 0.97% | HORIZON INVESTMENTS LLC. |
| 15 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE cheaper diff. adviser | 18% | 0.35% | SSGA Funds Management, Inc. |
| 16 | PROFUND VP BANKS diff. adviser | 18% | 1.68% | ProFund Advisors LLC |
| 17 | WisdomTree U.S. MidCap Fund · EZM cheaper diff. adviser | 18% | 0.38% | WisdomTree Asset Management, Inc. |
| 18 | State Street SPDR S&P MidCap 400SM ETF Trust | 18% | — | — |
| 19 | Index 400 Stock Portfolio cheaper diff. adviser | 18% | 0.24% | Mason Street Advisors, LLC |
| 20 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund · TQSMX, TQSAX, TQSIX cheaper diff. adviser | 18% | 0.69% | T. Rowe Price Associates, Inc. |
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