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 | 50% | 0.35% | Invesco Capital Management LLC |
| 2 | State Street(R) SPDR(R) S&P(R) Insurance ETF · KIE cheaper diff. adviser | 40% | 0.35% | SSGA Funds Management, Inc. |
| 3 | Select Insurance Portfolio · FSPCX diff. adviser | 32% | 0.69% | Fidelity Management & Research Company LLC |
| 4 | Invesco S&P 500 Equal Weight Financials ETF · RSPF diff. adviser | 22% | 0.40% | Invesco Capital Management LLC |
| 5 | First Trust Financials AlphaDEX Fund · FXO diff. adviser | 22% | 0.60% | First Trust Advisors L.P. |
| 6 | First Trust Dividend Strength ETF · FTDS diff. adviser | 14% | 0.70% | First Trust Advisors L.P. |
| 7 | Invesco S&P 500 Value with Momentum ETF · SPVM diff. adviser | 14% | 0.39% | Invesco Capital Management LLC |
| 8 | iShares U.S. Financials ETF · IYF | 13% | 0.38% | BlackRock Fund Advisors |
| 9 | NVIT GQG US Quality Equity Fund diff. adviser | 12% | 0.72% | Nationwide Fund Advisors |
| 10 | Hennessy Cornerstone Growth Fund · HFCGX, HICGX diff. adviser | 12% | 1.00% | Hennessy Advisors Inc. |
| 11 | Cambria LargeCap Shareholder Yield ETF · LYLD diff. adviser | 12% | 0.59% | Cambria Investment Management, L.P. |
| 12 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 11% | 1.58% | Donoghue Forlines LLC |
| 13 | ICON CONSUMER SELECT · ICFAX, ICFSX diff. adviser | 11% | 1.39% | CCM Partners, LP. dba Shelton Capital Management |
| 14 | Donoghue Forlines Dividend VIT Fund diff. adviser | 11% | 2.00% | Donoghue Forlines LLC |
| 15 | Nationwide GQG US Quality Equity Fund · NWAYX, NWAUX, NWAVX, NWAWX diff. adviser | 11% | 0.49% | Nationwide Fund Advisors |
| 16 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 17 | FT Vest Rising Dividend Achievers Total Return Fund | 11% | — | — |
| 18 | MARSHFIELD CONCENTRATED OPPORTUNITY FUND · MRFOX diff. adviser | 11% | 1.02% | Marshfield Associates, Inc. |
| 19 | First Trust Bloomberg Shareholder Yield ETF · SHRY diff. adviser | 11% | 0.60% | First Trust Advisors L.P. |
| 20 | WBI BullBear Value 3000 ETF · WBIF diff. adviser | 10% | 1.65% | Millington Securities LLC |
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