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 | Baron Financials ETF · BCFN cheaper | 81% | 0.80% | BAMCO, Inc. |
| 2 | Select Brokerage and Investment Management Portfolio · FSLBX cheaper diff. adviser | 34% | 0.69% | Fidelity Management & Research Company LLC |
| 3 | Gabelli Financial Services Opportunities ETF · GABF cheaper diff. adviser | 32% | 0.32% | Gabelli Funds, LLC |
| 4 | iShares U.S. Broker-Dealers & Securities Exchanges ETF · IAI cheaper diff. adviser | 28% | 0.38% | BlackRock Fund Advisors |
| 5 | YCG Enhanced Fund · YCGEX diff. adviser | 27% | 1.17% | YCG, LLC |
| 6 | Fidelity Disruptive Finance ETF · FDFF cheaper diff. adviser | 26% | 0.50% | Fidelity Management & Research Company LLC |
| 7 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 26% | 0.08% | SSGA Funds Management, Inc. |
| 8 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 25% | 0.38% | BlackRock Fund Advisors |
| 9 | PROFUND VP FINANCIALS diff. adviser | 25% | 1.68% | ProFund Advisors LLC |
| 10 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 25% | 0.35% | Invesco Capital Management LLC |
| 11 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper | 25% | 0.70% | BAMCO, Inc. |
| 12 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 24% | 0.29% | Jackson National Asset Management, LLC |
| 13 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 24% | 0.09% | The Vanguard Group, Inc. |
| 14 | T. Rowe Price Financials ETF · TFNS cheaper diff. adviser | 24% | 0.44% | T. Rowe Price Associates, Inc. |
| 15 | Invesco S&P 500 Equal Weight Financials ETF · RSPF cheaper diff. adviser | 23% | 0.40% | Invesco Capital Management LLC |
| 16 | Select FinTech Portfolio · FSVLX cheaper diff. adviser | 23% | 0.75% | Fidelity Management & Research Company LLC |
| 17 | Virtus KAR Long/Short Equity Fund · VLSRX, VLSAX, VLSCX, VLSIX diff. adviser | 23% | 1.96% | Virtus Alternative Investment Advisers, LLC |
| 18 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX cheaper diff. adviser | 22% | 0.71% | T. Rowe Price Associates, Inc. |
| 19 | Baron First Principles ETF · RONB | 22% | 1.00% | BAMCO, Inc. |
| 20 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF · KCE cheaper diff. adviser | 21% | 0.35% | SSGA Funds Management, Inc. |
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