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 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper | 60% | 0.02% | The Vanguard Group, Inc. |
| 2 | MID-CAP INDEX PORTFOLIO | 60% | 0.17% | The Vanguard Group, Inc. |
| 3 | iShares Morningstar Mid-Cap Value ETF · IMCV diff. adviser | 58% | 0.06% | BlackRock Fund Advisors |
| 4 | First Trust Large Cap Value AlphaDEX Fund · FTA diff. adviser | 44% | 0.58% | First Trust Advisors L.P. |
| 5 | Fidelity Mid Cap Value Index Fund · FIMVX diff. adviser | 42% | 0.05% | Fidelity Management & Research Company LLC |
| 6 | iShares Russell Mid-Cap Value ETF · IWS diff. adviser | 41% | 0.23% | BlackRock Fund Advisors |
| 7 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 41% | 0.04% | BlackRock Fund Advisors |
| 8 | First Trust Large Cap Core AlphaDEX Fund · FEX diff. adviser | 37% | 0.57% | First Trust Advisors L.P. |
| 9 | Avantis U.S. Mid Cap Equity ETF · AVMC | 36% | 0.18% | — |
| 10 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY diff. adviser | 36% | 0.20% | SSGA Funds Management, Inc. |
| 11 | First Trust Lunt U.S. Factor Rotation ETF · FCTR diff. adviser | 35% | 0.65% | First Trust Advisors L.P. |
| 12 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 35% | 1.55% | Security Investors, LLC |
| 13 | S&P 500 Pure Value Fund diff. adviser | 35% | 1.64% | Security Investors, LLC |
| 14 | Venerable Mid Cap Index Fund diff. adviser | 35% | 0.40% | Venerable Investment Advisers, LLC |
| 15 | PD Mid-Cap Index Portfolio diff. adviser | 35% | 0.19% | Pacific Life Fund Advisors LLC |
| 16 | Invesco S&P 500 Pure Value ETF · RPV diff. adviser | 35% | 0.35% | Invesco Capital Management LLC |
| 17 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX diff. adviser | 35% | 0.15% | Voya Investments, LLC |
| 18 | iShares Russell Mid-Cap ETF · IWR diff. adviser | 34% | 0.18% | BlackRock Fund Advisors |
| 19 | Voya VACS Index Series MC Portfolio · VVIMX diff. adviser | 34% | — | Voya Investments, LLC |
| 20 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 34% | 0.04% | Charles Schwab Investment Management, Inc. |
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