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 | VANGUARD ENERGY INDEX FUND · VENAX, VDE diff. adviser | 92% | 0.09% | The Vanguard Group, Inc. |
| 2 | JNL/Mellon Energy Sector Fund diff. adviser | 90% | 0.29% | Jackson National Asset Management, LLC |
| 3 | iShares U.S. Energy ETF · IYE diff. adviser | 88% | 0.38% | BlackRock Fund Advisors |
| 4 | Global X PureCap MSCI Energy ETF · GXPE diff. adviser | 83% | 0.15% | Global X Management Company LLC |
| 5 | State Street(R) Energy Select Sector SPDR(R) ETF · XLE diff. adviser | 81% | 0.08% | SSGA Funds Management, Inc. |
| 6 | PROFUND VP ENERGY diff. adviser | 81% | 1.68% | ProFund Advisors LLC |
| 7 | Westwood Salient Enhanced Energy Income ETF diff. adviser | 81% | 0.85% | Westwood Management Corp. |
| 8 | Adams Natural Resources Fund, Inc. | 74% | — | — |
| 9 | ENERGY ULTRASECTOR PROFUND · ENPIX, ENPSX diff. adviser | 73% | 1.65% | ProFund Advisors LLC |
| 10 | ProShares Ultra Energy · DIG diff. adviser | 69% | 0.95% | PROSHARE ADVISORS LLC |
| 11 | Strive U.S. Energy ETF · DRLL diff. adviser | 67% | 0.41% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | First Trust Nasdaq Oil & Gas ETF · FTXN diff. adviser | 65% | 0.60% | First Trust Advisors L.P. |
| 13 | VIP Energy Portfolio | 64% | 0.60% | Fidelity Management & Research Company LLC |
| 14 | Select Energy Portfolio · FSENX, FFNWX, FFOHX, FFOEX, FFOBX, FFNVX | 63% | 0.57% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Advisor Energy Fund · FANAX, FNRCX, FAGNX, FANIX, FIKAX | 62% | 0.58% | Fidelity Management & Research Company LLC |
| 16 | Energy Fund diff. adviser | 61% | 1.73% | Security Investors, LLC |
| 17 | Energy Fund · RYEIX, RYEAX, RYENX, RYECX diff. adviser | 61% | 1.41% | Security Investors, LLC |
| 18 | Direxion Daily Energy Bull 2X Shares · ERX diff. adviser | 60% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 19 | iShares Global Energy ETF · IXC diff. adviser | 60% | 0.40% | BlackRock Fund Advisors |
| 20 | BlackRock Energy & Resources Trust | 57% | — | — |
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