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 SMALL-MID CAP FUND · DHMAX, DHMIX, DHMYX | 69% | 0.81% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 2 | DIAMOND HILL SELECT FUND · DHTAX, DHLTX, DHTYX | 30% | 0.76% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 3 | DIAMOND HILL LARGE CAP FUND · DHLAX, DHLRX, DHLYX cheaper | 29% | 0.56% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 4 | DIAMOND HILL LONG SHORT FUND · DIAMX, DHLSX, DIAYX | 27% | 1.28% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 5 | Janus Henderson Enterprise Fund · JAENX, JDMAX, JGRCX, JMGRX, JDMRX, JGRTX, JANEX, JDMNX cheaper | 17% | 0.66% | — |
| 6 | Janus Henderson Enterprise Portfolio · JAAGX diff. adviser | 16% | 0.72% | Janus Henderson Investors US LLC |
| 7 | Guardian Mid Cap Traditional Growth VIP Fund diff. adviser | 16% | 1.08% | Park Avenue Institutional Advisers LLC |
| 8 | EQ/Mid Cap Value Managed Volatility Portfolio diff. adviser | 15% | 0.71% | Equitable Investment Management Group, LLC |
| 9 | EQ/Janus Enterprise Portfolio diff. adviser | 15% | 0.80% | Equitable Investment Management Group, LLC |
| 10 | Transamerica Janus Mid-Cap Growth VP diff. adviser | 15% | 0.82% | Transamerica Asset Management, Inc. |
| 11 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper | 15% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 12 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX | 14% | 0.84% | — |
| 13 | Janus Henderson Mid Cap Value Fund · JMIVX, JMCVX, JDPAX, JMVCX, JMVAX, JDPRX, JMVIX, JNMCX, JDPNX diff. adviser | 14% | 0.81% | Janus Henderson Investors US LLC |
| 14 | Janus Henderson Mid Cap Value Portfolio · JAMVX diff. adviser | 14% | 0.93% | Janus Henderson Investors US LLC |
| 15 | DIAMOND HILL SMALL CAP FUND · DHSCX, DHSIX, DHSYX | 14% | 0.87% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 16 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 13% | 0.54% | Victory Capital Management Inc. |
| 17 | Bridge Builder Small/Mid Cap Value Fund · BBVSX cheaper diff. adviser | 13% | 0.38% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 18 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 12% | 0.25% | Invesco Capital Management LLC |
| 19 | Multi-Manager Value Strategies Fund · CZMVX cheaper diff. adviser | 12% | 0.61% | Columbia Management Investment Advisers, LLC |
| 20 | LVIP JPMorgan Mid Cap Value Fund diff. adviser | 12% | 0.73% | Lincoln Financial Investments Corporation |
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