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 | PROFUND VP MIDCAP VALUE diff. adviser | 96% | 1.68% | ProFund Advisors LLC |
| 2 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 95% | 1.78% | ProFund Advisors LLC |
| 3 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV diff. adviser | 91% | 0.15% | SSGA Funds Management, Inc. |
| 4 | iShares S&P Mid-Cap 400 Value ETF · IJJ diff. adviser | 90% | 0.18% | BlackRock Fund Advisors |
| 5 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 63% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 6 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX | 62% | 0.03% | The Vanguard Group, Inc. |
| 7 | AZL Mid Cap Index Fund diff. adviser | 62% | 0.33% | Allianz Investment Management LLC |
| 8 | THRIVENT MID CAP INDEX PORTFOLIO diff. adviser | 62% | 0.25% | Thrivent Financial for Lutherans |
| 9 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 62% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 10 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX diff. adviser | 62% | 0.18% | Empower Capital Management, LLC |
| 11 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX diff. adviser | 61% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 12 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX diff. adviser | 61% | 0.16% | Principal Global Investors, LLC |
| 13 | State Street SPDR S&P MidCap 400SM ETF Trust | 61% | — | — |
| 14 | Index 400 Stock Portfolio diff. adviser | 61% | 0.24% | Mason Street Advisors, LLC |
| 15 | LVIP SSGA Mid-Cap Index Fund diff. adviser | 61% | 0.35% | Lincoln Financial Investments Corporation |
| 16 | SA Mid Cap Index Portfolio diff. adviser | 61% | 0.36% | SunAmerica Asset Management, LLC |
| 17 | EQ/Mid Cap Index Portfolio diff. adviser | 60% | 0.39% | Equitable Investment Management Group, LLC |
| 18 | MOA MID CAP EQUITY INDEX FUND diff. adviser | 60% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 19 | Mid Cap Index Fund · NOMIX diff. adviser | 60% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | JNL Mid Cap Index Fund diff. adviser | 60% | 0.10% | Jackson National Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.