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 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 54% | 0.00% | Fidelity Management & Research Company LLC |
| 2 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC diff. adviser | 54% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 3 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 52% | 0.04% | Charles Schwab Investment Management, Inc. |
| 4 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 52% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Pacer Trendpilot US Mid Cap ETF · PTMC diff. adviser | 51% | 0.60% | Pacer Advisors, Inc. |
| 6 | VIP Extended Market Index Portfolio diff. adviser | 49% | 0.12% | Fidelity Management & Research Company LLC |
| 7 | iShares Russell Small/Mid-Cap Index Fund diff. adviser | 48% | 0.07% | BlackRock Advisors, LLC |
| 8 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 47% | 0.02% | The Vanguard Group, Inc. |
| 9 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper diff. adviser | 46% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 10 | Strive Mid-Cap ETF · STXM diff. adviser | 45% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 44% | 0.04% | BlackRock Fund Advisors |
| 12 | Fidelity Flex Mid Cap Focused Index Fund · FXMCX cheaper | 43% | 0.00% | — |
| 13 | T. Rowe Price Mid-Cap Index Fund · TRMNX, TRMSX, TRSZX cheaper diff. adviser | 43% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | Victory Extended Market Index Fund · USMIX diff. adviser | 43% | 0.35% | Victory Capital Management Inc. |
| 15 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 42% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX diff. adviser | 42% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 17 | T. Rowe Price Extended Equity Market Index Fund · PEXMX diff. adviser | 42% | 0.24% | T. Rowe Price Associates, Inc. |
| 18 | PGIM Quant Solutions Mid-Cap Index Fund · PQCCX diff. adviser | 42% | 0.20% | PGIM INVESTMENTS LLC |
| 19 | State Street SPDR S&P MidCap 400SM ETF Trust | 41% | — | — |
| 20 | Index 400 Stock Portfolio diff. adviser | 41% | 0.24% | Mason Street Advisors, LLC |
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