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 | Motley Fool Value Factor ETF · MFVL | 29% | 0.50% | — |
| 2 | VANGUARD SMALL-CAP GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper diff. adviser | 26% | 0.05% | The Vanguard Group, Inc. |
| 3 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 24% | 0.03% | The Vanguard Group, Inc. |
| 4 | PROFUND VP MIDCAP GROWTH diff. adviser | 22% | 1.68% | ProFund Advisors LLC |
| 5 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 22% | 0.15% | SSGA Funds Management, Inc. |
| 6 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 22% | 0.17% | BlackRock Fund Advisors |
| 7 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 21% | 1.78% | ProFund Advisors LLC |
| 8 | NYLI Candriam U.S. Mid Cap Equity ETF · IQSM cheaper diff. adviser | 20% | 0.15% | New York Life Investment Management LLC |
| 9 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 20% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 10 | iShares ESG Select Screened S&P Mid-Cap ETF · XJH cheaper diff. adviser | 20% | 0.12% | BlackRock Fund Advisors |
| 11 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 20% | 0.03% | The Vanguard Group, Inc. |
| 12 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 20% | 0.35% | The Variable Annuity Life Insurance Company |
| 13 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Flex Mid Cap Focused Index Fund · FXMCX cheaper | 19% | 0.00% | — |
| 15 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 19% | 0.20% | Columbia Management Investment Advisers, LLC |
| 16 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 19% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 17 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX cheaper diff. adviser | 19% | 0.16% | Principal Global Investors, LLC |
| 18 | Mid-Cap Growth Portfolio diff. adviser | 19% | 0.68% | Pacific Life Fund Advisors LLC |
| 19 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 19% | 0.05% | Fidelity Management & Research Company LLC |
| 20 | State Street SPDR S&P MidCap 400SM ETF Trust | 19% | — | — |
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