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. Financial Services ETF · IYG diff. adviser | 36% | 0.38% | BlackRock Fund Advisors |
| 2 | Baron Financials ETF · BCFN diff. adviser | 36% | 0.80% | BAMCO, Inc. |
| 3 | T. Rowe Price Financials ETF · TFNS diff. adviser | 34% | 0.44% | T. Rowe Price Associates, Inc. |
| 4 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 34% | 0.08% | SSGA Funds Management, Inc. |
| 5 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 34% | 0.29% | Jackson National Asset Management, LLC |
| 6 | Fidelity MSCI Financials Index ETF · FNCL cheaper diff. adviser | 34% | 0.08% | Fidelity Management & Research Company LLC |
| 7 | PROFUND VP FINANCIALS diff. adviser | 34% | 1.68% | ProFund Advisors LLC |
| 8 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 33% | 0.09% | The Vanguard Group, Inc. |
| 9 | Baron FinTech Fund · BFIUX, BFINX, BFIIX diff. adviser | 32% | 0.95% | BAMCO, Inc. |
| 10 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX diff. adviser | 32% | 0.71% | T. Rowe Price Associates, Inc. |
| 11 | FINANCIALS ULTRASECTOR PROFUND · FNPIX, FNPSX diff. adviser | 30% | — | ProFund Advisors LLC |
| 12 | Select Brokerage and Investment Management Portfolio · FSLBX diff. adviser | 29% | 0.69% | Fidelity Management & Research Company LLC |
| 13 | ProShares Ultra Financials · UYG diff. adviser | 29% | — | PROSHARE ADVISORS LLC |
| 14 | Direxion Daily Financial Bull 3X Shares · FAS diff. adviser | 29% | 0.89% | RAFFERTY ASSET MANAGEMENT, LLC |
| 15 | iShares U.S. Financials ETF · IYF diff. adviser | 28% | 0.38% | BlackRock Fund Advisors |
| 16 | Hennessy Large Cap Financial Fund · HLFNX, HILFX diff. adviser | 27% | 1.55% | Hennessy Advisors Inc. |
| 17 | Financial Services Fund · RYFIX, RYFAX, RYFNX, RYFCX diff. adviser | 27% | 1.39% | Security Investors, LLC |
| 18 | Financial Services Fund diff. adviser | 27% | 1.74% | Security Investors, LLC |
| 19 | iShares Global Financials ETF · IXG diff. adviser | 25% | 0.41% | BlackRock Fund Advisors |
| 20 | Davis Select Financial ETF · DFNL diff. adviser | 25% | 0.61% | Davis Selected Advisers, L.P. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.