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 | VIP Financials Portfolio | 95% | 0.61% | Fidelity Management & Research Company LLC |
| 2 | Select Financials Portfolio · FIDSX | 93% | 0.69% | Fidelity Management & Research Company LLC |
| 3 | Select Banking Portfolio · FSRBX | 39% | 0.71% | Fidelity Management & Research Company LLC |
| 4 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX diff. adviser | 38% | 0.71% | T. Rowe Price Associates, Inc. |
| 5 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 36% | 0.38% | BlackRock Fund Advisors |
| 6 | T. Rowe Price Financials ETF · TFNS cheaper diff. adviser | 35% | 0.44% | T. Rowe Price Associates, Inc. |
| 7 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 33% | 0.08% | SSGA Funds Management, Inc. |
| 8 | Invesco KBW Bank ETF · KBWB cheaper diff. adviser | 33% | 0.35% | Invesco Capital Management LLC |
| 9 | Banking Fund · RYKIX, RYKAX, RYBKX, RYKCX diff. adviser | 33% | 1.39% | Security Investors, LLC |
| 10 | Banking Fund diff. adviser | 33% | 1.75% | Security Investors, LLC |
| 11 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 33% | 0.29% | Jackson National Asset Management, LLC |
| 12 | Fidelity MSCI Financials Index ETF · FNCL cheaper | 32% | 0.08% | Fidelity Management & Research Company LLC |
| 13 | PROFUND VP FINANCIALS diff. adviser | 31% | 1.68% | ProFund Advisors LLC |
| 14 | First Trust Nasdaq Bank ETF · FTXO diff. adviser | 31% | 0.60% | First Trust Advisors L.P. |
| 15 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 30% | 0.09% | The Vanguard Group, Inc. |
| 16 | Hennessy Large Cap Financial Fund · HLFNX, HILFX diff. adviser | 30% | 1.55% | Hennessy Advisors Inc. |
| 17 | iShares U.S. Financials ETF · IYF cheaper diff. adviser | 29% | 0.38% | BlackRock Fund Advisors |
| 18 | Invesco S&P 500 Equal Weight Financials ETF · RSPF cheaper diff. adviser | 28% | 0.40% | Invesco Capital Management LLC |
| 19 | Financial Industries Fund · FIDAX, FIDCX, JFIFX, JFDRX diff. adviser | 28% | 0.87% | John Hancock Investment Management LLC |
| 20 | FINANCIALS ULTRASECTOR PROFUND · FNPIX, FNPSX diff. adviser | 25% | — | ProFund Advisors LLC |
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