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 | Invesco KBW Property & Casualty Insurance ETF · KBWP cheaper diff. adviser | 35% | 0.35% | Invesco Capital Management LLC |
| 2 | State Street(R) SPDR(R) S&P(R) Insurance ETF · KIE cheaper diff. adviser | 34% | 0.35% | SSGA Funds Management, Inc. |
| 3 | iShares U.S. Insurance ETF · IAK cheaper diff. adviser | 32% | 0.38% | BlackRock Fund Advisors |
| 4 | First Trust Financials AlphaDEX Fund · FXO cheaper diff. adviser | 16% | 0.60% | First Trust Advisors L.P. |
| 5 | 1919 Financial Services Fund · SFSLX, LMRIX, SBFAX diff. adviser | 15% | 1.21% | 1919 Investment Counsel, LLC |
| 6 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX diff. adviser | 15% | 0.71% | T. Rowe Price Associates, Inc. |
| 7 | VIP Financials Portfolio cheaper | 14% | 0.61% | Fidelity Management & Research Company LLC |
| 8 | Select Financials Portfolio · FIDSX | 14% | 0.69% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Advisor Financials Fund · FAFDX, FAFCX, FAFSX, FFSIX, FIKBX cheaper | 14% | 0.59% | Fidelity Management & Research Company LLC |
| 10 | PGIM Jennison Financial Services Fund · PFSAX, PUFCX, PFSZX, PSSRX, PFSQX diff. adviser | 12% | 1.00% | PGIM INVESTMENTS LLC |
| 11 | WBI BullBear Value 3000 ETF · WBIF diff. adviser | 12% | 1.65% | Millington Securities LLC |
| 12 | American Beacon Man Large Cap Value Fund · BWLAX, BWLCX, BRLVX, BWLYX, BWLIX, BWLRX diff. adviser | 11% | 0.82% | American Beacon Advisors, Inc. |
| 13 | Invesco S&P 500 Equal Weight Financials ETF · RSPF cheaper diff. adviser | 11% | 0.40% | Invesco Capital Management LLC |
| 14 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 11% | 0.29% | Jackson National Asset Management, LLC |
| 15 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 11% | 0.08% | SSGA Funds Management, Inc. |
| 16 | Large Cap Growth Fund diff. adviser | 11% | 0.83% | Madison Asset Management, LLC |
| 17 | First Trust Bloomberg Shareholder Yield ETF · SHRY cheaper diff. adviser | 11% | 0.60% | First Trust Advisors L.P. |
| 18 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 10% | 0.47% | — |
| 19 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX diff. adviser | 10% | 0.73% | Madison Asset Management, LLC |
| 20 | Financial Services Fund diff. adviser | 10% | 1.74% | Security Investors, LLC |
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