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 Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 30% | 0.80% | First Trust Advisors L.P. |
| 2 | ETC 6 Meridian Low Beta Equity Strategy ETF · SIXL diff. adviser | 28% | 0.46% | Exchange Traded Concepts, LLC |
| 3 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 25% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper | 23% | 0.17% | BlackRock Fund Advisors |
| 5 | iShares Morningstar Small-Cap Growth ETF · ISCG cheaper | 23% | 0.06% | BlackRock Fund Advisors |
| 6 | Invesco S&P MidCap Low Volatility ETF · XMLV diff. adviser | 23% | 0.25% | Invesco Capital Management LLC |
| 7 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML cheaper | 22% | 0.17% | BlackRock Fund Advisors |
| 8 | U.S. Small Cap Growth Portfolio diff. adviser | 22% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 9 | WisdomTree U.S. MidCap Fund · EZM diff. adviser | 22% | 0.38% | WisdomTree Asset Management, Inc. |
| 10 | Horizon Small/Mid Cap Core Equity ETF | 22% | 0.75% | — |
| 11 | State Street SPDR S&P MidCap 400SM ETF Trust | 21% | — | — |
| 12 | Index 400 Stock Portfolio diff. adviser | 21% | 0.24% | Mason Street Advisors, LLC |
| 13 | LVIP SSGA Mid-Cap Index Fund diff. adviser | 21% | 0.35% | Lincoln Financial Investments Corporation |
| 14 | EQ/Mid Cap Index Portfolio diff. adviser | 21% | 0.39% | Equitable Investment Management Group, LLC |
| 15 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 21% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 16 | JNL Mid Cap Index Fund cheaper diff. adviser | 21% | 0.10% | Jackson National Asset Management, LLC |
| 17 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 21% | 0.03% | SSGA Funds Management, Inc. |
| 18 | SFT Index 400 Mid-Cap Fund diff. adviser | 21% | 0.31% | Securian Asset Management, Inc. |
| 19 | First Trust Active Factor Mid Cap ETF · AFMC diff. adviser | 21% | 0.68% | First Trust Advisors L.P. |
| 20 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 21% | 0.15% | SSGA Funds Management, Inc. |
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