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 | Fidelity Telecom and Utilities Fund · FIUIX cheaper | 47% | 0.68% | Fidelity Management & Research Company LLC |
| 2 | VIP Utilities Portfolio · FFNJX cheaper | 45% | 0.61% | Fidelity Management & Research Company LLC |
| 3 | Select Utilities Portfolio · FSUTX, FFUMX, FFUIX, FFUAX, FFUZX, FFUCX cheaper | 44% | 0.58% | Fidelity Management & Research Company LLC |
| 4 | NYLI VP Fidelity Institutional AM Utilities Portfolio cheaper diff. adviser | 41% | 0.68% | New York Life Investment Management LLC |
| 5 | Fidelity Advisor Utilities Fund · FUGAX, FUGCX, FAUFX, FUGIX, FIKIX cheaper | 39% | 0.60% | Fidelity Management & Research Company LLC |
| 6 | iShares Global Utilities ETF · JXI cheaper diff. adviser | 38% | 0.39% | BlackRock Fund Advisors |
| 7 | PGIM Jennison Global Infrastructure Fund · PGJAX, PGJCX, PGJZX, PGJQX diff. adviser | 37% | 1.17% | PGIM INVESTMENTS LLC |
| 8 | BlackRock Utilities, Infrastructure & Power Opportunities Trust | 36% | — | — |
| 9 | Duff & Phelps Utility & Infrastructure Fund Inc. cheaper | 36% | 0.15% | — |
| 10 | Franklin Utilities Fund · FKUTX, FRUSX, FRUAX, FRURX, FUFRX, FKUQX cheaper diff. adviser | 35% | 0.50% | Franklin Advisers, Inc. |
| 11 | iShares Global Infrastructure ETF · IGF cheaper diff. adviser | 33% | 0.39% | BlackRock Fund Advisors |
| 12 | Global Infrastructure Fund · RGIAX, RGCIX, RGISX, RGIYX, RGIRX, RGFTX cheaper diff. adviser | 33% | 0.83% | Russell Investment Management, LLC |
| 13 | SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF · GII cheaper diff. adviser | 33% | 0.40% | SSGA Funds Management, Inc. |
| 14 | VANGUARD UTILITIES INDEX FUND · VUIAX, VPU cheaper diff. adviser | 33% | 0.09% | The Vanguard Group, Inc. |
| 15 | Fidelity MSCI Utilities Index ETF · FUTY cheaper | 33% | 0.08% | Fidelity Management & Research Company LLC |
| 16 | JNL/Mellon Utilities Sector Fund cheaper diff. adviser | 32% | 0.30% | Jackson National Asset Management, LLC |
| 17 | iShares U.S. Utilities ETF · IDU cheaper diff. adviser | 32% | 0.38% | BlackRock Fund Advisors |
| 18 | State Street(R) Utilities Select Sector SPDR(R) ETF · XLU cheaper diff. adviser | 32% | 0.08% | SSGA Funds Management, Inc. |
| 19 | PROFUND VP UTILITIES diff. adviser | 32% | 1.68% | ProFund Advisors LLC |
| 20 | Utilities Fund diff. adviser | 32% | 1.74% | Security Investors, LLC |
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