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 | 19% | 0.35% | Invesco Capital Management LLC |
| 2 | Select FinTech Portfolio · FSVLX cheaper diff. adviser | 16% | 0.75% | Fidelity Management & Research Company LLC |
| 3 | Amplify Digital Payments ETF cheaper | 16% | 0.75% | — |
| 4 | Bretton Fund · BRTNX cheaper diff. adviser | 15% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 5 | PROFUND VP FINANCIALS diff. adviser | 14% | 1.68% | ProFund Advisors LLC |
| 6 | T. Rowe Price Financials ETF · TFNS cheaper diff. adviser | 14% | 0.44% | T. Rowe Price Associates, Inc. |
| 7 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 14% | 0.29% | Jackson National Asset Management, LLC |
| 8 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 14% | 0.38% | BlackRock Fund Advisors |
| 9 | Fidelity MSCI Financials Index ETF · FNCL cheaper diff. adviser | 14% | 0.08% | Fidelity Management & Research Company LLC |
| 10 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX cheaper diff. adviser | 14% | 0.71% | T. Rowe Price Associates, Inc. |
| 11 | AOT Software Platform ETF · AOTS cheaper | 14% | 0.49% | — |
| 12 | Baron Financials ETF · BCFN cheaper diff. adviser | 14% | 0.80% | BAMCO, Inc. |
| 13 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 14% | 0.08% | SSGA Funds Management, Inc. |
| 14 | MARSHFIELD CONCENTRATED OPPORTUNITY FUND · MRFOX cheaper diff. adviser | 13% | 1.02% | Marshfield Associates, Inc. |
| 15 | FINANCIALS ULTRASECTOR PROFUND · FNPIX, FNPSX diff. adviser | 13% | — | ProFund Advisors LLC |
| 16 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 13% | 0.09% | The Vanguard Group, Inc. |
| 17 | iShares U.S. Industrials ETF · IYJ cheaper diff. adviser | 13% | 0.38% | BlackRock Fund Advisors |
| 18 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 13% | 0.95% | BAMCO, Inc. |
| 19 | Vistashares Target 15 Berkshire Select Income ETF · OMAH cheaper | 12% | 0.95% | — |
| 20 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 12% | 2.42% | Saratoga Capital Management, LLC |
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