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 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF · KRE cheaper diff. adviser | 16% | 0.35% | SSGA Funds Management, Inc. |
| 2 | GATOR CAPITAL LONG/SHORT FUND · COAGX diff. adviser | 14% | 2.63% | Gator Capital Management LLC |
| 3 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE cheaper diff. adviser | 13% | 0.35% | SSGA Funds Management, Inc. |
| 4 | PROFUND VP BANKS diff. adviser | 13% | 1.68% | ProFund Advisors LLC |
| 5 | First Trust NASDAQ ABA Community Bank Index Fund · QABA cheaper diff. adviser | 12% | 0.60% | First Trust Advisors L.P. |
| 6 | Hennessy Small Cap Financial Fund · HSFNX, HISFX cheaper diff. adviser | 12% | 1.33% | Hennessy Advisors Inc. |
| 7 | Regional Bank Fund · FRBAX, FRBCX, JRBFX, JRGRX cheaper diff. adviser | 12% | 0.84% | John Hancock Investment Management LLC |
| 8 | Direxion Daily Regional Banks Bull 3X Shares · DPST cheaper diff. adviser | 11% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | BANKS ULTRASECTOR PROFUND · BKPIX, BKPSX diff. adviser | 11% | 1.69% | ProFund Advisors LLC |
| 10 | Select FinTech Portfolio · FSVLX cheaper diff. adviser | 10% | 0.75% | Fidelity Management & Research Company LLC |
| 11 | Emerald Growth Fund cheaper | 10% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 12 | Invesco S&P MidCap 400 GARP ETF · GRPM cheaper diff. adviser | 10% | 0.35% | Invesco Capital Management LLC |
| 13 | iShares U.S. Regional Banks ETF · IAT cheaper diff. adviser | 9% | 0.38% | BlackRock Fund Advisors |
| 14 | Amplify Blockchain Technology ETF · BLOK cheaper | 9% | 0.70% | — |
| 15 | iShares FinTech Active ETF cheaper diff. adviser | 8% | 0.55% | BlackRock Fund Advisors |
| 16 | YORKTOWN SMALL CAP FUND · YOVAX, YOVLX, YOVIX cheaper diff. adviser | 8% | 1.38% | Yorktown Management and Research Company, Inc. |
| 17 | LS OPPORTUNITY FUND · LSOFX diff. adviser | 8% | 2.69% | Long Short Advisors, LLC |
| 18 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 8% | 1.60% | Wasatch Advisors LP |
| 19 | Aztlan Global Stock Selection Dm Smid ETF · AZTD cheaper | 8% | 0.75% | — |
| 20 | NORTH SQUARE KENNEDY MICROCAP FUND · NKAAX, NKMCX cheaper diff. adviser | 8% | 1.48% | North Square Investments, LLC |
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