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 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 49% | 0.07% | BlackRock Advisors, LLC |
| 2 | VIP Extended Market Index Portfolio cheaper diff. adviser | 37% | 0.12% | Fidelity Management & Research Company LLC |
| 3 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 36% | 0.00% | Fidelity Management & Research Company LLC |
| 4 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 36% | 0.02% | The Vanguard Group, Inc. |
| 5 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 35% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | BlackRock Advantage SMID Cap V.I. Fund diff. adviser | 34% | 0.55% | BlackRock Advisors, LLC |
| 7 | iShares Russell Mid-Cap ETF · IWR | 34% | 0.18% | BlackRock Fund Advisors |
| 8 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 34% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 9 | iShares MSCI World Small-Cap ETF · WSML | 34% | 0.30% | BlackRock Fund Advisors |
| 10 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 34% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 33% | 0.05% | Fidelity Management & Research Company LLC |
| 12 | iShares Russell Mid-Cap Value ETF · IWS | 33% | 0.23% | BlackRock Fund Advisors |
| 13 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 33% | 0.04% | BlackRock Advisors, LLC |
| 14 | Venerable Mid Cap Index Fund diff. adviser | 32% | 0.40% | Venerable Investment Advisers, LLC |
| 15 | PD Mid-Cap Index Portfolio diff. adviser | 32% | 0.19% | Pacific Life Fund Advisors LLC |
| 16 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 32% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper diff. adviser | 32% | 0.02% | SSGA Funds Management, Inc. |
| 18 | T. Rowe Price Mid-Cap Index Fund · TRMNX, TRMSX, TRSZX cheaper diff. adviser | 31% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 31% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | GuideMark Small/Mid Cap Core Fund · GMSMX, GISMX, GSMRX diff. adviser | 31% | 0.82% | AssetMark Inc. |
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