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 | MID-CAP INDEX PORTFOLIO | 100% | 0.17% | The Vanguard Group, Inc. |
| 2 | iShares Morningstar Mid-Cap ETF · IMCB diff. adviser | 65% | 0.04% | BlackRock Fund Advisors |
| 3 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX | 60% | 0.05% | The Vanguard Group, Inc. |
| 4 | Venerable Mid Cap Index Fund diff. adviser | 56% | 0.40% | Venerable Investment Advisers, LLC |
| 5 | PD Mid-Cap Index Portfolio diff. adviser | 56% | 0.19% | Pacific Life Fund Advisors LLC |
| 6 | Schwab U.S. Mid-Cap Index Fund · SWMCX diff. adviser | 56% | 0.04% | Charles Schwab Investment Management, Inc. |
| 7 | Fidelity Mid Cap Index Fund · FSMDX diff. adviser | 55% | 0.03% | Fidelity Management & Research Company LLC |
| 8 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX diff. adviser | 55% | 0.15% | Voya Investments, LLC |
| 9 | iShares Russell Mid-Cap ETF · IWR diff. adviser | 55% | 0.18% | BlackRock Fund Advisors |
| 10 | Voya VACS Index Series MC Portfolio · VVIMX diff. adviser | 55% | — | Voya Investments, LLC |
| 11 | iShares Russell Mid-Cap Index Fund diff. adviser | 55% | 0.04% | BlackRock Advisors, LLC |
| 12 | iShares Morningstar Mid-Cap Value ETF · IMCV diff. adviser | 54% | 0.06% | BlackRock Fund Advisors |
| 13 | iShares S&P 500 ex S&P 100 ETF · XOEF | 54% | 0.20% | — |
| 14 | Fidelity Mid Cap Value Index Fund · FIMVX diff. adviser | 53% | 0.05% | Fidelity Management & Research Company LLC |
| 15 | iShares Russell Mid-Cap Value ETF · IWS diff. adviser | 53% | 0.23% | BlackRock Fund Advisors |
| 16 | Calvert U.S. Mid Cap Core Responsible Index Fund · CMJAX, CMJIX, CMCRX diff. adviser | 51% | 0.20% | Calvert Research and Management |
| 17 | Calvert US Mid-Cap Core Responsible Index ETF · CVMC | 51% | 0.15% | — |
| 18 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW diff. adviser | 50% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 19 | iShares MSCI USA Equal Weighted ETF · EUSA diff. adviser | 49% | 0.09% | BlackRock Fund Advisors |
| 20 | iShares Morningstar Mid-Cap Growth ETF · IMCG diff. adviser | 49% | 0.06% | BlackRock Fund Advisors |
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