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 | 43% | 0.56% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 2 | DIAMOND HILL SELECT FUND · DHTAX, DHLTX, DHTYX cheaper | 28% | 0.76% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 3 | DIAMOND HILL MID CAP FUND · DHPAX, DHPIX, DHPYX cheaper | 27% | 0.67% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 4 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper | 27% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 5 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 27% | 0.64% | Pear Tree Advisors Inc. |
| 6 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 27% | 0.38% | SSGA Funds Management, Inc. |
| 7 | VELA LARGE CAP PLUS FUND cheaper diff. adviser | 26% | 1.02% | VELA Investment Management, LLC |
| 8 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper diff. adviser | 26% | 0.65% | John Hancock Investment Management LLC |
| 9 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund cheaper diff. adviser | 25% | 0.66% | Lincoln Financial Investments Corporation |
| 10 | Multi-Manager Value Strategies Fund · CZMVX cheaper diff. adviser | 25% | 0.61% | Columbia Management Investment Advisers, LLC |
| 11 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 25% | 0.99% | Advisors Preferred, LLC |
| 12 | VOYA GROWTH AND INCOME PORTFOLIO · IAVGX, IIVGX, ISVGX, IGISX cheaper diff. adviser | 25% | 0.67% | Voya Investments, LLC |
| 13 | Neuberger Berman Long Short Fund · NLSAX, NLSCX, NLSIX cheaper diff. adviser | 25% | 1.27% | Neuberger Berman Investment Advisers LLC |
| 14 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 25% | 0.85% | SSGA Funds Management, Inc. |
| 15 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 24% | 0.73% | Touchstone Advisors, Inc. |
| 16 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 24% | 0.66% | Touchstone Advisors, Inc. |
| 17 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 24% | 0.26% | BlackRock Fund Advisors |
| 18 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 24% | 0.52% | Brown Advisory LLC |
| 19 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 24% | 1.00% | Crossmark Global Investments, Inc. |
| 20 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 24% | 0.25% | SSGA Funds Management, Inc. |
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