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 FUND · DHLAX, DHLRX, DHLYX cheaper | 53% | 0.56% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 2 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper | 45% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 3 | DIAMOND HILL MID CAP FUND · DHPAX, DHPIX, DHPYX cheaper | 30% | 0.67% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 4 | DIAMOND HILL LONG SHORT FUND · DIAMX, DHLSX, DIAYX | 28% | 1.28% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 5 | DIAMOND HILL SMALL-MID CAP FUND · DHMAX, DHMIX, DHMYX | 23% | 0.81% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 6 | Multi-Manager Value Strategies Fund · CZMVX cheaper diff. adviser | 18% | 0.61% | Columbia Management Investment Advisers, LLC |
| 7 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper diff. adviser | 16% | 0.71% | Brown Brothers Harriman & Co. |
| 8 | Davis Balanced Fund · RPFCX, DCSCX, DCSYX cheaper diff. adviser | 14% | 0.67% | Davis Selected Advisers, L.P. |
| 9 | Davis Research Fund · DRFAX cheaper | 14% | 0.68% | — |
| 10 | Davis Select U.S. Equity ETF · DUSA cheaper diff. adviser | 13% | 0.59% | Davis Selected Advisers, L.P. |
| 11 | Nationwide BNY Mellon Dynamic U.S. Equity Income Fund · NWAPX, NWAOX, NWALX, NWAMX, NWANX cheaper diff. adviser | 13% | 0.60% | Nationwide Fund Advisors |
| 12 | Artisan Value Fund · ARTLX, APHLX, APDLX diff. adviser | 12% | 0.83% | Artisan Partners Limited Partnership |
| 13 | Hennessy Large Cap Financial Fund · HLFNX, HILFX diff. adviser | 12% | 1.55% | Hennessy Advisors Inc. |
| 14 | BBH Select Large Cap ETF cheaper | 12% | 0.71% | — |
| 15 | First Trust S&P 500 Economic Moat ETF · EMOT cheaper | 12% | 0.60% | — |
| 16 | Partners III Opportunity Fund · WPOPX, WPOIX diff. adviser | 12% | 1.18% | Weitz Investment Management, Inc. |
| 17 | Davis Select Financial ETF · DFNL cheaper diff. adviser | 12% | 0.61% | Davis Selected Advisers, L.P. |
| 18 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 12% | 0.95% | — |
| 19 | NPF Core Equity ETF | 12% | — | — |
| 20 | T. Rowe Price Financials ETF · TFNS cheaper diff. adviser | 12% | 0.44% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.