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 | Longleaf Partners Fund · LLPFX cheaper | 33% | 0.79% | Southeastern Asset Management, Inc. |
| 2 | Longleaf Partners Global Fund · LLGLX | 29% | 1.05% | Southeastern Asset Management, Inc. |
| 3 | Longleaf Partners International Fund · LLINX | 17% | 1.05% | Southeastern Asset Management, Inc. |
| 4 | Ancora/Thelen Small-Mid Cap Fund · AATIX, AATSX diff. adviser | 8% | 1.01% | Ancora Advisors LLC |
| 5 | Touchstone Funds Group Trust-Touchstone Small Cap Fund · TSFAX, TSFCX, TSFYX, TSFIX cheaper | 8% | 0.92% | — |
| 6 | Gabelli Media Mogul Fund · MOGLX cheaper diff. adviser | 7% | 0.90% | Gabelli Funds, LLC |
| 7 | iShares Global Timber & Forestry ETF · WOOD cheaper diff. adviser | 6% | 0.40% | BlackRock Fund Advisors |
| 8 | Invesco Food & Beverage ETF · PBJ cheaper diff. adviser | 5% | 0.61% | Invesco Capital Management LLC |
| 9 | DAVENPORT SMALL CAP FOCUS FUND · DSCPX cheaper diff. adviser | 5% | 0.89% | Davenport & Company LLC |
| 10 | VanEck Office and Commercial REIT ETF · DESK cheaper diff. adviser | 4% | 0.52% | Van Eck Associates Corporation |
| 11 | Gabelli Multimedia Trust Inc. | 4% | — | — |
| 12 | Gabelli Opportunities in Live and Sports ETF · GOLS cheaper diff. adviser | 4% | 0.00% | Gabelli Funds, LLC |
| 13 | Boyar Value Fund · BOYAX diff. adviser | 4% | 1.47% | Boyar Asset Management, Inc. |
| 14 | American Beacon Shapiro SMID Cap Equity Fund · SHDIX, SHDPX, SHDYX, SHDRX, SHDCX, SHEAX cheaper diff. adviser | 4% | 0.90% | American Beacon Advisors, Inc. |
| 15 | Amplify Travel Tech ETF cheaper | 4% | 0.75% | — |
| 16 | First Trust/Confluence Small Cap Value Fund · FOVAX, FOVCX, FOVIX diff. adviser | 4% | 1.35% | First Trust Advisors L.P. |
| 17 | Victory RS Investors Fund · RSINX, RIVCX, RSIYX diff. adviser | 4% | 1.05% | Victory Capital Management Inc. |
| 18 | WCM SMID Quality Value Fund · WCMJX, WCMFX cheaper diff. adviser | 3% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 19 | 13D Activist Fund · DDDAX, DDDCX, DDDIX diff. adviser | 3% | 1.51% | 13D Management LLC |
| 20 | VELA SMALL CAP FUND diff. adviser | 3% | 1.09% | VELA Investment Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.