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 MID CAP FUND · DHPAX, DHPIX, DHPYX cheaper | 69% | 0.67% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 2 | DIAMOND HILL SMALL CAP FUND · DHSCX, DHSIX, DHSYX | 24% | 0.87% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 3 | DIAMOND HILL SELECT FUND · DHTAX, DHLTX, DHTYX cheaper | 23% | 0.76% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 4 | EQ/Mid Cap Value Managed Volatility Portfolio cheaper diff. adviser | 18% | 0.71% | Equitable Investment Management Group, LLC |
| 5 | DIAMOND HILL LONG SHORT FUND · DIAMX, DHLSX, DIAYX | 16% | 1.28% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 6 | DIAMOND HILL LARGE CAP FUND · DHLAX, DHLRX, DHLYX cheaper | 15% | 0.56% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 7 | Janus Henderson Enterprise Fund · JAENX, JDMAX, JGRCX, JMGRX, JDMRX, JGRTX, JANEX, JDMNX cheaper | 14% | 0.66% | — |
| 8 | Janus Henderson Enterprise Portfolio · JAAGX cheaper diff. adviser | 13% | 0.72% | Janus Henderson Investors US LLC |
| 9 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 13% | 0.15% | SSGA Funds Management, Inc. |
| 10 | Guardian Mid Cap Traditional Growth VIP Fund diff. adviser | 13% | 1.08% | Park Avenue Institutional Advisers LLC |
| 11 | EQ/Janus Enterprise Portfolio cheaper diff. adviser | 13% | 0.80% | Equitable Investment Management Group, LLC |
| 12 | Transamerica Janus Mid-Cap Growth VP diff. adviser | 12% | 0.82% | Transamerica Asset Management, Inc. |
| 13 | DEAN MID CAP VALUE · DALCX diff. adviser | 12% | 0.85% | Dean Investment Associates, LLC |
| 14 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX | 12% | 0.84% | — |
| 15 | NAA RISK MANAGED REAL ESTATE FUND diff. adviser | 12% | 1.60% | New Age Alpha Advisors, LLC |
| 16 | DIAMOND HILL INTERNATIONAL FUND · DHIYX, DHIAX, DHIIX cheaper | 12% | 0.74% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 17 | ProShares Ultra MidCap400 · MVV diff. adviser | 11% | 0.95% | PROSHARE ADVISORS LLC |
| 18 | Guardian Small-Mid Cap Core VIP Fund diff. adviser | 11% | 1.01% | Park Avenue Institutional Advisers LLC |
| 19 | REAL ESTATE ULTRASECTOR PROFUND · REPIX, REPSX diff. adviser | 11% | 1.78% | ProFund Advisors LLC |
| 20 | Allspring Common Stock Fund · SCSAX, STSAX, SCSDX, SCNSX, SCSRX diff. adviser | 11% | 0.84% | Allspring Funds Management, LLC |
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