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 | iShares Morningstar Small-Cap Growth ETF · ISCG diff. adviser | 47% | 0.06% | BlackRock Fund Advisors |
| 2 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper | 46% | 0.02% | The Vanguard Group, Inc. |
| 3 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper | 42% | 0.03% | The Vanguard Group, Inc. |
| 4 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 42% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 5 | AZL Mid Cap Index Fund diff. adviser | 41% | 0.33% | Allianz Investment Management LLC |
| 6 | THRIVENT MID CAP INDEX PORTFOLIO diff. adviser | 41% | 0.25% | Thrivent Financial for Lutherans |
| 7 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 41% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 8 | Empower S&P Mid Cap 400 Index Fund · MXMDX, MXBUX, MXNZX diff. adviser | 41% | 0.18% | Empower Capital Management, LLC |
| 9 | Mid Cap Index Trust · JAEYX, JECIX, JAEZX diff. adviser | 41% | 0.40% | John Hancock Variable Trust Advisers LLC |
| 10 | VANGUARD EXPLORER FUND · VEXPX, VEXRX | 40% | 0.28% | ClearBridge Investments, LLC, The Vanguard Group, Inc., Wellington Management Company LLP, Stephens Investment Management Group, LLC, ArrowMark Colorado Holdings, LLC |
| 11 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper | 40% | 0.03% | The Vanguard Group, Inc. |
| 12 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper | 40% | 0.02% | The Vanguard Group, Inc. |
| 13 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX diff. adviser | 40% | 0.16% | Principal Global Investors, LLC |
| 14 | PRAXIS SMALL CAP INDEX FUND · MMSCX, MMSIX diff. adviser | 40% | 0.44% | Everence Capital Management, Inc. |
| 15 | Mid Cap Index Fund · NOMIX diff. adviser | 40% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | PROFUND VP MIDCAP GROWTH diff. adviser | 39% | 1.68% | ProFund Advisors LLC |
| 17 | State Street SPDR S&P MidCap 400SM ETF Trust | 39% | — | — |
| 18 | Index 400 Stock Portfolio diff. adviser | 39% | 0.24% | Mason Street Advisors, LLC |
| 19 | LVIP SSGA Mid-Cap Index Fund diff. adviser | 39% | 0.35% | Lincoln Financial Investments Corporation |
| 20 | EQ/Mid Cap Index Portfolio diff. adviser | 39% | 0.39% | Equitable Investment Management Group, LLC |
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