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 | Selected American Shares · SLASX, SLADX cheaper | 57% | 0.66% | Davis Selected Advisers, L.P. |
| 2 | Davis Equity Portfolio · QDVPAX | 56% | 0.72% | Davis Selected Advisers, L.P. |
| 3 | Davis Select Worldwide ETF · DWLD cheaper | 55% | 0.62% | Davis Selected Advisers, L.P. |
| 4 | Davis Balanced Fund · RPFCX, DCSCX, DCSYX cheaper | 54% | 0.67% | Davis Selected Advisers, L.P. |
| 5 | Davis Global Fund · DGFAX, DGFCX, DGFYX | 53% | 0.70% | Davis Selected Advisers, L.P. |
| 6 | Clipper Fund · CFIMX | 52% | 0.70% | Davis Selected Advisers, L.P. |
| 7 | Davis Select U.S. Equity ETF · DUSA cheaper | 49% | 0.59% | Davis Selected Advisers, L.P. |
| 8 | Davis New York Venture Fund · NYVTX, NYVBX, NYVCX, DNVYX, NYVRX cheaper | 48% | 0.67% | — |
| 9 | Davis Research Fund · DRFAX | 42% | 0.68% | — |
| 10 | Davis International Fund · DILAX, DILCX, DILYX | 21% | 0.72% | Davis Selected Advisers, L.P. |
| 11 | Davis Select International ETF · DINT cheaper | 21% | 0.66% | Davis Selected Advisers, L.P. |
| 12 | Selected International Fund · SLSSX, SLSDX | 16% | 0.80% | Davis Selected Advisers, L.P. |
| 13 | Matrix Advisors Value ETF · MAVF diff. adviser | 15% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | iShares Large Cap Value Active ETF cheaper diff. adviser | 14% | 0.46% | BlackRock Fund Advisors |
| 15 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 14% | 0.66% | Touchstone Advisors, Inc. |
| 16 | Equity Income Fund · JIEMX, JHEIX, JHERX | 14% | 0.72% | — |
| 17 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX diff. adviser | 14% | 0.84% | Touchstone Advisors, Inc. |
| 18 | Touchstone Variable Series Trust-Touchstone Common Stock Fund diff. adviser | 14% | 0.73% | Touchstone Advisors, Inc. |
| 19 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 14% | 0.56% | Touchstone Advisors, Inc. |
| 20 | Equity Income Trust · JAEEX, JAEGX, JAEFX diff. adviser | 14% | 0.71% | John Hancock Variable Trust Advisers LLC |
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