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 | iShares U.S. Broker-Dealers & Securities Exchanges ETF · IAI cheaper diff. adviser | 49% | 0.38% | BlackRock Fund Advisors |
| 2 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF · KCE cheaper diff. adviser | 44% | 0.35% | SSGA Funds Management, Inc. |
| 3 | Baron Financials ETF · BCFN diff. adviser | 35% | 0.80% | BAMCO, Inc. |
| 4 | Baron FinTech Fund · BFIUX, BFINX, BFIIX diff. adviser | 34% | 0.95% | BAMCO, Inc. |
| 5 | WHITEWOLF Publicly Listed Private Equity ETF · LBO diff. adviser | 29% | 6.71% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | Gabelli Financial Services Opportunities ETF · GABF cheaper diff. adviser | 29% | 0.32% | Gabelli Funds, LLC |
| 7 | Tema Alternative Asset Managers ETF · AAUM | 27% | 0.75% | — |
| 8 | VanEck Alternative Asset Manager ETF · GPZ cheaper diff. adviser | 27% | 0.40% | Van Eck Associates Corporation |
| 9 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 27% | 0.35% | Invesco Capital Management LLC |
| 10 | JNL/Morningstar PitchBook Listed Private Equity Index Fund cheaper diff. adviser | 26% | 0.51% | Jackson National Asset Management, LLC |
| 11 | iShares U.S. Financials ETF · IYF cheaper diff. adviser | 23% | 0.38% | BlackRock Fund Advisors |
| 12 | Invesco S&P 500 Equal Weight Financials ETF · RSPF cheaper diff. adviser | 23% | 0.40% | Invesco Capital Management LLC |
| 13 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 22% | 0.38% | BlackRock Fund Advisors |
| 14 | ALPS Global Opportunity Portfolio · AVPEX diff. adviser | 22% | 1.41% | ALPS Advisors, Inc. |
| 15 | ALPS Global Opportunity Fund · LPEFX, LPEIX, LPERX, LPFCX, LPFAX diff. adviser | 21% | 1.62% | ALPS Advisors, Inc. |
| 16 | Fidelity Disruptive Finance ETF · FDFF cheaper | 21% | 0.50% | Fidelity Management & Research Company LLC |
| 17 | Select Financials Portfolio · FIDSX | 19% | 0.69% | Fidelity Management & Research Company LLC |
| 18 | Financial Services Fund · RYFIX, RYFAX, RYFNX, RYFCX diff. adviser | 19% | 1.39% | Security Investors, LLC |
| 19 | Financial Services Fund diff. adviser | 19% | 1.74% | Security Investors, LLC |
| 20 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX diff. adviser | 18% | 0.70% | BAMCO, Inc. |
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