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 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 45% | 0.80% | First Trust Advisors L.P. |
| 2 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL diff. adviser | 44% | 0.40% | PROSHARE ADVISORS LLC |
| 3 | Invesco S&P Midcap 400 QVM Multi-Factor ETF · QVMM cheaper | 30% | 0.15% | Invesco Capital Management LLC |
| 4 | Invesco S&P MidCap Value with Momentum ETF · XMVM | 30% | 0.39% | Invesco Capital Management LLC |
| 5 | Invesco S&P MidCap Momentum ETF · XMMO | 29% | 0.35% | Invesco Capital Management LLC |
| 6 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 25% | 0.03% | The Vanguard Group, Inc. |
| 7 | PROFUND VP MIDCAP VALUE diff. adviser | 24% | 1.68% | ProFund Advisors LLC |
| 8 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 24% | 1.78% | ProFund Advisors LLC |
| 9 | Invesco V.I. Global Real Estate Fund diff. adviser | 24% | 1.02% | Invesco Advisers, Inc. |
| 10 | Invesco S&P MidCap 400 Revenue ETF · RWK | 24% | 0.39% | Invesco Capital Management LLC |
| 11 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 23% | 0.15% | SSGA Funds Management, Inc. |
| 12 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 23% | 0.18% | BlackRock Fund Advisors |
| 13 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 23% | 0.20% | BlackRock Fund Advisors |
| 14 | Invesco S&P MidCap Quality ETF · XMHQ | 22% | 0.25% | Invesco Capital Management LLC |
| 15 | WisdomTree U.S. Midcap Dividend Fund · DON diff. adviser | 21% | 0.38% | WisdomTree Asset Management, Inc. |
| 16 | AVIP S&P MidCap 400 Index Portfolio diff. adviser | 20% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 17 | AZL Mid Cap Index Fund diff. adviser | 20% | 0.33% | Allianz Investment Management LLC |
| 18 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 20% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 19 | THRIVENT MID CAP INDEX PORTFOLIO diff. adviser | 20% | 0.25% | Thrivent Financial for Lutherans |
| 20 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 20% | 0.15% | DBX Advisors LLC |
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