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 | Invesco S&P Midcap 400 Pure Value ETF · RFV cheaper | 34% | 0.35% | Invesco Capital Management LLC |
| 2 | S&P MidCap 400 Pure Value Fund diff. adviser | 33% | 1.64% | Security Investors, LLC |
| 3 | S&P MidCap 400 Pure Value Fund · RYAVX, RYMVX, RYMMX diff. adviser | 33% | 1.55% | Security Investors, LLC |
| 4 | Invesco S&P MidCap 400 Revenue ETF · RWK | 32% | 0.39% | Invesco Capital Management LLC |
| 5 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 31% | 1.78% | ProFund Advisors LLC |
| 6 | PROFUND VP MIDCAP VALUE diff. adviser | 31% | 1.68% | ProFund Advisors LLC |
| 7 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 31% | 0.03% | The Vanguard Group, Inc. |
| 8 | Invesco S&P MidCap Low Volatility ETF · XMLV cheaper | 30% | 0.25% | Invesco Capital Management LLC |
| 9 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 29% | 0.15% | SSGA Funds Management, Inc. |
| 10 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 29% | 0.18% | BlackRock Fund Advisors |
| 11 | Invesco S&P MidCap 400 GARP ETF · GRPM cheaper | 26% | 0.35% | Invesco Capital Management LLC |
| 12 | First Trust Mid Cap Value AlphaDEX Fund · FNK diff. adviser | 26% | 0.74% | First Trust Advisors L.P. |
| 13 | Pacer Lunt Midcap Multi-Factor Alternator ETF · PAMC diff. adviser | 23% | 0.60% | Pacer Advisors, Inc. |
| 14 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL diff. adviser | 23% | 0.40% | PROSHARE ADVISORS LLC |
| 15 | Invesco S&P Midcap 400 QVM Multi-Factor ETF · QVMM cheaper | 23% | 0.15% | Invesco Capital Management LLC |
| 16 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF · KRE cheaper diff. adviser | 22% | 0.35% | SSGA Funds Management, Inc. |
| 17 | PROFUND VP BANKS diff. adviser | 21% | 1.68% | ProFund Advisors LLC |
| 18 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 21% | 0.38% | WisdomTree Asset Management, Inc. |
| 19 | Invesco S&P MidCap Momentum ETF · XMMO cheaper | 20% | 0.35% | Invesco Capital Management LLC |
| 20 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 20% | 0.15% | DBX Advisors LLC |
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