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 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper | 99% | 0.07% | Voya Investments, LLC |
| 2 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX diff. adviser | 69% | 0.64% | Principal Global Investors, LLC |
| 3 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 65% | 0.82% | Columbia Management Investment Advisers, LLC |
| 4 | NVIT Victory Mid Cap Value Fund diff. adviser | 65% | 0.87% | Nationwide Fund Advisors |
| 5 | Victory Sycamore Mid Cap Value Portfolio diff. adviser | 65% | 0.60% | Brighthouse Investment Advisers, LLC |
| 6 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX diff. adviser | 64% | 0.54% | Victory Capital Management Inc. |
| 7 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV diff. adviser | 38% | 0.20% | SSGA Funds Management, Inc. |
| 8 | Xtrackers Russell US Multifactor ETF · DEUS diff. adviser | 38% | 0.17% | DBX Advisors LLC |
| 9 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO diff. adviser | 36% | 0.20% | SSGA Funds Management, Inc. |
| 10 | JNL Multi-Manager Mid Cap Fund diff. adviser | 36% | 0.79% | Jackson National Asset Management, LLC |
| 11 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 34% | 0.05% | Fidelity Management & Research Company LLC |
| 12 | iShares Russell Mid-Cap Value ETF · IWS diff. adviser | 34% | 0.23% | BlackRock Fund Advisors |
| 13 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 31% | 0.04% | Charles Schwab Investment Management, Inc. |
| 14 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX | 31% | 0.15% | Voya Investments, LLC |
| 15 | PD Mid-Cap Index Portfolio diff. adviser | 31% | 0.19% | Pacific Life Fund Advisors LLC |
| 16 | Voya VACS Index Series MC Portfolio · VVIMX | 31% | — | Voya Investments, LLC |
| 17 | John Hancock Multifactor Mid Cap ETF · JHMM diff. adviser | 31% | 0.41% | John Hancock Investment Management LLC |
| 18 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 31% | 0.04% | BlackRock Advisors, LLC |
| 19 | Venerable Mid Cap Index Fund diff. adviser | 31% | 0.40% | Venerable Investment Advisers, LLC |
| 20 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 31% | 0.03% | Fidelity Management & Research Company LLC |
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