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 | Selected American Shares · SLASX, SLADX cheaper | 83% | 0.66% | Davis Selected Advisers, L.P. |
| 2 | Davis Equity Portfolio · QDVPAX | 83% | 0.72% | Davis Selected Advisers, L.P. |
| 3 | Clipper Fund · CFIMX | 73% | 0.70% | Davis Selected Advisers, L.P. |
| 4 | Davis Select U.S. Equity ETF · DUSA cheaper | 64% | 0.59% | Davis Selected Advisers, L.P. |
| 5 | Davis Select Worldwide ETF · DWLD cheaper | 58% | 0.62% | Davis Selected Advisers, L.P. |
| 6 | Davis Research Fund · DRFAX | 53% | 0.68% | — |
| 7 | Davis Global Fund · DGFAX, DGFCX, DGFYX | 53% | 0.70% | Davis Selected Advisers, L.P. |
| 8 | Davis Opportunity Fund · RPEAX, DGOCX, DGOYX | 48% | 0.68% | Davis Selected Advisers, L.P. |
| 9 | Davis Balanced Fund · RPFCX, DCSCX, DCSYX | 43% | 0.67% | Davis Selected Advisers, L.P. |
| 10 | Davis Financial Portfolio · QDFPAX | 28% | 0.76% | Davis Selected Advisers, L.P. |
| 11 | Davis Financial Fund · RPFGX, DFFCX, DVFYX | 28% | 0.71% | Davis Selected Advisers, L.P. |
| 12 | Davis Select Financial ETF · DFNL cheaper | 28% | 0.61% | Davis Selected Advisers, L.P. |
| 13 | Davis Select International ETF · DINT cheaper | 27% | 0.66% | Davis Selected Advisers, L.P. |
| 14 | Davis International Fund · DILAX, DILCX, DILYX | 26% | 0.72% | Davis Selected Advisers, L.P. |
| 15 | Selected International Fund · SLSSX, SLSDX | 22% | 0.80% | Davis Selected Advisers, L.P. |
| 16 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper | 22% | 0.64% | Pear Tree Advisors Inc. |
| 17 | GMO U.S. Quality ETF · QLTY cheaper | 22% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 18 | Matrix Advisors Value ETF · MAVF | 22% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper | 21% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 20 | Quality Equity Portfolio | 19% | 0.89% | Neuberger Berman Investment Advisers LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.