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 | PROFUND VP BANKS cheaper | 81% | 1.68% | ProFund Advisors LLC |
| 2 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE cheaper diff. adviser | 78% | 0.35% | SSGA Funds Management, Inc. |
| 3 | Direxion Daily Regional Banks Bull 3X Shares · DPST cheaper diff. adviser | 57% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 4 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF · KRE cheaper diff. adviser | 56% | 0.35% | SSGA Funds Management, Inc. |
| 5 | Banking Fund · RYKIX, RYKAX, RYBKX, RYKCX cheaper diff. adviser | 41% | 1.39% | Security Investors, LLC |
| 6 | Banking Fund diff. adviser | 41% | 1.75% | Security Investors, LLC |
| 7 | First Trust Nasdaq Bank ETF · FTXO cheaper diff. adviser | 35% | 0.60% | First Trust Advisors L.P. |
| 8 | FINANCIALS ULTRASECTOR PROFUND · FNPIX, FNPSX | 30% | — | ProFund Advisors LLC |
| 9 | ProShares Ultra Financials · UYG diff. adviser | 29% | — | PROSHARE ADVISORS LLC |
| 10 | SMALL-CAP PROFUND · SLPIX, SLPSX | 26% | 1.78% | ProFund Advisors LLC |
| 11 | MID-CAP PROFUND · MDPIX, MDPSX | 26% | 1.78% | ProFund Advisors LLC |
| 12 | PROFUND VP ULTRAMID CAP cheaper | 26% | 1.68% | ProFund Advisors LLC |
| 13 | Regional Bank Fund · FRBAX, FRBCX, JRBFX, JRGRX cheaper diff. adviser | 26% | 0.84% | John Hancock Investment Management LLC |
| 14 | PROFUND VP ULTRA SMALL CAP cheaper | 26% | 1.68% | ProFund Advisors LLC |
| 15 | ULTRA MID CAP PROFUND · UMPIX, UMPSX cheaper | 26% | 1.56% | ProFund Advisors LLC |
| 16 | PROFUND VP SMALL CAP cheaper | 26% | 1.68% | ProFund Advisors LLC |
| 17 | ULTRA SMALL CAP PROFUND · UAPIX, UAPSX cheaper | 26% | 1.67% | ProFund Advisors LLC |
| 18 | First Trust Financials AlphaDEX Fund · FXO cheaper diff. adviser | 25% | 0.60% | First Trust Advisors L.P. |
| 19 | Invesco S&P SmallCap Financials ETF · PSCF cheaper diff. adviser | 25% | 0.29% | Invesco Capital Management LLC |
| 20 | First Trust NASDAQ ABA Community Bank Index Fund · QABA cheaper diff. adviser | 25% | 0.60% | First Trust Advisors L.P. |
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