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 | Select FinTech Portfolio · FSVLX | 30% | 0.75% | Fidelity Management & Research Company LLC |
| 2 | Amplify Digital Payments ETF | 30% | 0.75% | — |
| 3 | Baron Financials ETF · BCFN diff. adviser | 27% | 0.80% | BAMCO, Inc. |
| 4 | Baron FinTech Fund · BFIUX, BFINX, BFIIX diff. adviser | 26% | 0.95% | BAMCO, Inc. |
| 5 | iShares FinTech Active ETF diff. adviser | 25% | 0.55% | BlackRock Fund Advisors |
| 6 | Select Brokerage and Investment Management Portfolio · FSLBX | 21% | 0.69% | Fidelity Management & Research Company LLC |
| 7 | Select Financials Portfolio · FIDSX | 19% | 0.69% | Fidelity Management & Research Company LLC |
| 8 | Select Enterprise Technology Services Portfolio · FBSOX | 18% | 0.66% | Fidelity Management & Research Company LLC |
| 9 | Hennessy Large Cap Financial Fund · HLFNX, HILFX diff. adviser | 18% | 1.55% | Hennessy Advisors Inc. |
| 10 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX diff. adviser | 18% | 0.71% | T. Rowe Price Associates, Inc. |
| 11 | VIP Financials Portfolio | 18% | 0.61% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Advisor Financials Fund · FAFDX, FAFCX, FAFSX, FFSIX, FIKBX | 18% | 0.59% | Fidelity Management & Research Company LLC |
| 13 | T. Rowe Price Financials ETF · TFNS cheaper diff. adviser | 18% | 0.44% | T. Rowe Price Associates, Inc. |
| 14 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 17% | 0.38% | BlackRock Fund Advisors |
| 15 | Fidelity MSCI Financials Index ETF · FNCL cheaper | 16% | 0.08% | Fidelity Management & Research Company LLC |
| 16 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 16% | 0.09% | The Vanguard Group, Inc. |
| 17 | Gabelli Financial Services Opportunities ETF · GABF cheaper diff. adviser | 16% | 0.32% | Gabelli Funds, LLC |
| 18 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 16% | 0.08% | SSGA Funds Management, Inc. |
| 19 | PROFUND VP FINANCIALS diff. adviser | 16% | 1.68% | ProFund Advisors LLC |
| 20 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 15% | 0.35% | Invesco Capital Management LLC |
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