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 | BlackRock Energy & Resources Trust | 82% | — | — |
| 2 | iShares Global Energy ETF · IXC cheaper diff. adviser | 63% | 0.40% | BlackRock Fund Advisors |
| 3 | Portfolio Building Block World Pharma and Biotech Index ETF | 55% | — | — |
| 4 | Fidelity MSCI Energy Index ETF · FENY cheaper diff. adviser | 54% | 0.08% | Fidelity Management & Research Company LLC |
| 5 | VIP Energy Portfolio cheaper diff. adviser | 54% | 0.60% | Fidelity Management & Research Company LLC |
| 6 | Select Energy Portfolio · FSENX, FFNWX, FFOHX, FFOEX, FFOBX, FFNVX cheaper diff. adviser | 54% | 0.57% | Fidelity Management & Research Company LLC |
| 7 | iShares U.S. Energy ETF · IYE cheaper diff. adviser | 53% | 0.38% | BlackRock Fund Advisors |
| 8 | JNL/Mellon Energy Sector Fund cheaper diff. adviser | 53% | 0.29% | Jackson National Asset Management, LLC |
| 9 | Global X PureCap MSCI Energy ETF · GXPE cheaper diff. adviser | 53% | 0.15% | Global X Management Company LLC |
| 10 | VANGUARD ENERGY INDEX FUND · VENAX, VDE cheaper diff. adviser | 52% | 0.09% | The Vanguard Group, Inc. |
| 11 | Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF | 52% | — | — |
| 12 | Westwood Salient Enhanced Energy Income ETF cheaper diff. adviser | 51% | 0.85% | Westwood Management Corp. |
| 13 | Fidelity Advisor Energy Fund · FANAX, FNRCX, FAGNX, FANIX, FIKAX cheaper diff. adviser | 51% | 0.58% | Fidelity Management & Research Company LLC |
| 14 | State Street(R) Energy Select Sector SPDR(R) ETF · XLE cheaper diff. adviser | 51% | 0.08% | SSGA Funds Management, Inc. |
| 15 | PROFUND VP ENERGY diff. adviser | 51% | 1.68% | ProFund Advisors LLC |
| 16 | Adams Natural Resources Fund, Inc. | 48% | — | — |
| 17 | 1290 VT Natural Resources Portfolio cheaper diff. adviser | 46% | 0.65% | Equitable Investment Management Group, LLC |
| 18 | Invesco Energy Fund · IENAX, IEFCX, FSTEX, IENIX, IENYX, IEFRX cheaper diff. adviser | 46% | 0.83% | Invesco Advisers, Inc. |
| 19 | EQ/Wellington Energy Portfolio diff. adviser | 45% | 0.94% | Equitable Investment Management Group, LLC |
| 20 | ENERGY ULTRASECTOR PROFUND · ENPIX, ENPSX diff. adviser | 44% | 1.65% | ProFund Advisors LLC |
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