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 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper | 54% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 2 | DIAMOND HILL SELECT FUND · DHTAX, DHLTX, DHTYX | 53% | 0.76% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 3 | DIAMOND HILL LONG SHORT FUND · DIAMX, DHLSX, DIAYX | 43% | 1.28% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 4 | Multi-Manager Value Strategies Fund · CZMVX diff. adviser | 37% | 0.61% | Columbia Management Investment Advisers, LLC |
| 5 | DIAMOND HILL MID CAP FUND · DHPAX, DHPIX, DHPYX | 29% | 0.67% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 6 | VELA LARGE CAP PLUS FUND diff. adviser | 24% | 1.02% | VELA Investment Management, LLC |
| 7 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 24% | 0.25% | Invesco Capital Management LLC |
| 8 | Franklin Mutual Shares VIP Fund diff. adviser | 23% | 0.69% | Franklin Mutual Advisers, LLC |
| 9 | Franklin Mutual Shares Fund · TESIX, TEMTX, MUTHX, TESRX, FMSHX diff. adviser | 23% | 0.70% | Franklin Mutual Advisers, LLC |
| 10 | MP 63 Fund · DRIPX diff. adviser | 22% | 0.72% | Moneypaper Advisor, Inc. |
| 11 | BNY Mellon Dynamic Value Fund · DAGVX, DCGVX, DRGVX, DRGYX diff. adviser | 22% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 12 | Nationwide BNY Mellon Dynamic U.S. Equity Income Fund · NWAPX, NWAOX, NWALX, NWAMX, NWANX diff. adviser | 22% | 0.60% | Nationwide Fund Advisors |
| 13 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 21% | 0.48% | Voya Investments, LLC |
| 14 | BNY Mellon Dynamic Value ETF · BKDV diff. adviser | 21% | 0.60% | BNY Mellon ETF Investment Adviser, LLC |
| 15 | Partners III Opportunity Fund · WPOPX, WPOIX diff. adviser | 21% | 1.18% | Weitz Investment Management, Inc. |
| 16 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX diff. adviser | 21% | 0.71% | Brown Brothers Harriman & Co. |
| 17 | Invesco V.I. Growth and Income Fund diff. adviser | 20% | 0.75% | Invesco Advisers, Inc. |
| 18 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 20% | 0.52% | Teachers Advisors, LLC |
| 19 | Liberty All-Star Equity Fund | 20% | — | — |
| 20 | Artisan Value Fund · ARTLX, APHLX, APDLX diff. adviser | 20% | 0.83% | Artisan Partners Limited Partnership |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.