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 | First Trust Dorsey Wright Momentum & Value ETF · DVLU | 42% | 0.60% | — |
| 2 | First Trust Dorsey Wright Momentum & Low Volatility ETF · DVOL | 42% | 0.60% | — |
| 3 | Invesco Dorsey Wright Financial Momentum ETF · PFI | 30% | 0.60% | Invesco Capital Management LLC |
| 4 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM | 22% | 0.75% | Exchange Traded Concepts, LLC |
| 5 | iShares U.S. Financial Services ETF · IYG cheaper | 22% | 0.38% | BlackRock Fund Advisors |
| 6 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX | 21% | 0.71% | T. Rowe Price Associates, Inc. |
| 7 | T. Rowe Price Financials ETF · TFNS cheaper | 21% | 0.44% | T. Rowe Price Associates, Inc. |
| 8 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper | 20% | 0.11% | Fidelity Management & Research Company LLC |
| 9 | Columbia U.S. Equity Income ETF · EQIN cheaper | 20% | 0.35% | Columbia Management Investment Advisers, LLC |
| 10 | Fidelity MSCI Financials Index ETF · FNCL cheaper | 20% | 0.08% | Fidelity Management & Research Company LLC |
| 11 | Crossmark Large Cap Value ETF cheaper | 20% | 0.50% | Crossmark Global Investments, Inc. |
| 12 | iShares U.S. Financials ETF · IYF cheaper | 20% | 0.38% | BlackRock Fund Advisors |
| 13 | Knights of Columbus Large Cap Value Fund · KCVIX, KCVSX, KCVVX | 20% | 0.75% | Knights of Columbus Asset Advisors LLC |
| 14 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper | 20% | 0.08% | SSGA Funds Management, Inc. |
| 15 | PGIM Jennison Rising Dividend Fund · PJDAX, PJDCX, PJDZX, PJDQX | 20% | 0.99% | PGIM INVESTMENTS LLC |
| 16 | JNL/Mellon Financial Sector Fund cheaper | 20% | 0.29% | Jackson National Asset Management, LLC |
| 17 | PROFUND VP FINANCIALS | 20% | 1.68% | ProFund Advisors LLC |
| 18 | Columbia Intrinsic Value Fund · INDZX, ADECX, RSEDX, CDVZX, CDEYX | 19% | 0.65% | Columbia Management Investment Advisers, LLC |
| 19 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper | 19% | 0.09% | The Vanguard Group, Inc. |
| 20 | Financial Industries Fund · FIDAX, FIDCX, JFIFX, JFDRX | 19% | 0.87% | John Hancock Investment Management LLC |
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