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 MI Dynamic Small Cap Fund · VYSGX, VYSDX, VYSAX, VYSZX, VYSYX, VYSEX cheaper | 34% | 0.00% | Voya Investments, LLC |
| 2 | VOYA SMALL COMPANY PORTFOLIO · IVCSX, IVPSX, IASCX, VSPRX | 31% | 0.79% | Voya Investments, LLC |
| 3 | MidCap Stock Portfolio diff. adviser | 22% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 4 | VOYA INDEX PLUS MIDCAP PORTFOLIO · IPMIX, IPMSX cheaper | 22% | 0.60% | Voya Investments, LLC |
| 5 | Horizon Small/Mid Cap Core Equity ETF | 20% | 0.75% | — |
| 6 | Fidelity Flex Mid Cap Focused Index Fund · FXMCX cheaper | 18% | 0.00% | — |
| 7 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 18% | 0.15% | DBX Advisors LLC |
| 8 | First Trust Active Factor Mid Cap ETF · AFMC cheaper diff. adviser | 18% | 0.68% | First Trust Advisors L.P. |
| 9 | VANGUARD STRATEGIC EQUITY FUND · VSEQX cheaper diff. adviser | 17% | 0.17% | The Vanguard Group, Inc. |
| 10 | iShares U.S. Small-Cap Equity Factor ETF · SMLF cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 11 | BlackRock Advantage SMID Cap Fund, Inc. cheaper diff. adviser | 17% | 0.43% | BlackRock Advisors, LLC |
| 12 | S&P MidCap Index Fund · SPMIX, MIDKX cheaper diff. adviser | 16% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 13 | Fidelity Flex Mid Cap Index Fund · FLAPX cheaper diff. adviser | 16% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 16% | 0.35% | The Variable Annuity Life Insurance Company |
| 15 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 16 | BNY Mellon US Mid Cap Core Equity ETF · BKMC cheaper diff. adviser | 16% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 16% | 0.20% | Columbia Management Investment Advisers, LLC |
| 18 | Intech S&p Small-mid Cap Diversified Alpha ETF · SMDX cheaper | 16% | 0.35% | — |
| 19 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 16% | 0.60% | Fidelity Management & Research Company LLC |
| 20 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 16% | 0.25% | BNY Mellon Investment Adviser, Inc. |
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