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 | Ariel Fund · ARGFX, ARAIX cheaper | 30% | 0.70% | Ariel Investments, LLC |
| 2 | Ariel Appreciation Fund · CAAPX, CAAIX | 27% | 0.84% | Ariel Investments, LLC |
| 3 | Schwab Ariel Opportunities ETF · SAEF cheaper diff. adviser | 20% | 0.59% | Charles Schwab Investment Management, Inc. |
| 4 | Brookstone Value Stock ETF diff. adviser | 16% | 0.91% | Brookstone Asset Management, LLC |
| 5 | Buffalo Flexible Allocation Fund · BUFBX, BUIBX diff. adviser | 16% | 0.86% | Kornitzer Capital Management, Inc. |
| 6 | Madison Dividend Value ETF · DIVL cheaper diff. adviser | 14% | 0.65% | Madison Asset Management, LLC |
| 7 | Invesco S&P 500 Equal Weight Energy ETF · RSPG cheaper diff. adviser | 14% | 0.40% | Invesco Capital Management LLC |
| 8 | Core Alternative ETF · CCOR diff. adviser | 14% | 1.29% | Core Alternative Capital LLC |
| 9 | iMGP Berkshire Dividend Growth ETF · BDVG cheaper diff. adviser | 14% | 0.55% | IM Global Partner Fund Management, LLC |
| 10 | Union Street Partners Value Fund · USPVX, USPCX, USPFX diff. adviser | 14% | 1.15% | Union Street Partners, LLC |
| 11 | TSW Large Cap Value Fund · TSWEX diff. adviser | 13% | 0.75% | JOHCM (USA) Inc. |
| 12 | Brandes U.S. Value ETF · BUSA cheaper diff. adviser | 13% | 0.60% | Brandes Investment Partners, L.P. |
| 13 | VANGUARD EXPLORER VALUE FUND · VEVFX cheaper | 13% | 0.54% | Frontier Capital Management Company, LLC, Wellington Management Company LLP, Ariel Investments, LLC |
| 14 | Large Cap Value Fund cheaper diff. adviser | 13% | 0.63% | Madison Asset Management, LLC |
| 15 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 13% | 0.06% | Charles Schwab Investment Management, Inc. |
| 16 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 13% | 0.20% | Global X Management Company LLC |
| 17 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 12% | 0.90% | Madison Asset Management, LLC |
| 18 | Goldman Sachs Value Opportunities ETF · GVLE cheaper | 12% | 0.45% | — |
| 19 | Cullen Value Fund · CVLFX, CVLVX, CVLEX diff. adviser | 12% | 0.75% | Cullen Capital Management, LLC |
| 20 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 12% | 0.50% | Wilmington Funds Management Corporation |
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