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 | First Trust Nasdaq Bank ETF · FTXO diff. adviser | 57% | 0.60% | First Trust Advisors L.P. |
| 2 | Invesco KBW Bank ETF · KBWB cheaper diff. adviser | 43% | 0.35% | Invesco Capital Management LLC |
| 3 | Banking Fund · RYKIX, RYKAX, RYBKX, RYKCX diff. adviser | 41% | 1.39% | Security Investors, LLC |
| 4 | Banking Fund diff. adviser | 40% | 1.75% | Security Investors, LLC |
| 5 | Regional Bank Fund · FRBAX, FRBCX, JRBFX, JRGRX diff. adviser | 34% | 0.84% | John Hancock Investment Management LLC |
| 6 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF · KRE cheaper diff. adviser | 33% | 0.35% | SSGA Funds Management, Inc. |
| 7 | Select Banking Portfolio · FSRBX diff. adviser | 33% | 0.71% | Fidelity Management & Research Company LLC |
| 8 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE cheaper diff. adviser | 30% | 0.35% | SSGA Funds Management, Inc. |
| 9 | PROFUND VP BANKS diff. adviser | 30% | 1.68% | ProFund Advisors LLC |
| 10 | BANKS ULTRASECTOR PROFUND · BKPIX, BKPSX diff. adviser | 25% | 1.69% | ProFund Advisors LLC |
| 11 | Direxion Daily Regional Banks Bull 3X Shares · DPST diff. adviser | 24% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 12 | First Trust Financials AlphaDEX Fund · FXO diff. adviser | 23% | 0.60% | First Trust Advisors L.P. |
| 13 | Hennessy Large Cap Financial Fund · HLFNX, HILFX diff. adviser | 21% | 1.55% | Hennessy Advisors Inc. |
| 14 | John Hancock Financial Opportunities Fund | 19% | — | — |
| 15 | Davis Select Financial ETF · DFNL diff. adviser | 19% | 0.61% | Davis Selected Advisers, L.P. |
| 16 | Energy Resilience Portfolio · RESGX, RESIX diff. adviser | 18% | 0.65% | Glenmede Investment Management LP |
| 17 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 18% | 1.58% | Donoghue Forlines LLC |
| 18 | Donoghue Forlines Dividend VIT Fund diff. adviser | 18% | 2.00% | Donoghue Forlines LLC |
| 19 | Invesco S&P MidCap 400 GARP ETF · GRPM cheaper diff. adviser | 16% | 0.35% | Invesco Capital Management LLC |
| 20 | Financial Industries Trust · JAFNX, JEFSX, JEFCX diff. adviser | 16% | 0.88% | John Hancock Variable Trust Advisers LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.