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 | VanEck Oil Services ETF · OIH cheaper diff. adviser | 56% | 0.35% | Van Eck Associates Corporation |
| 2 | Energy Services Fund · RYVIX, RYVAX, RYESX, RYVCX diff. adviser | 55% | 1.42% | Security Investors, LLC |
| 3 | Energy Services Fund diff. adviser | 54% | 1.73% | Security Investors, LLC |
| 4 | OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND · OEPIX, OEPSX diff. adviser | 53% | 1.74% | ProFund Advisors LLC |
| 5 | State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF · XES cheaper diff. adviser | 40% | 0.35% | SSGA Funds Management, Inc. |
| 6 | Invesco Oil & Gas Services ETF · PXJ diff. adviser | 39% | 0.63% | Invesco Capital Management LLC |
| 7 | Invesco S&P SmallCap Energy ETF · PSCE cheaper diff. adviser | 24% | 0.29% | Invesco Capital Management LLC |
| 8 | World Energy Fund · AIWEX, APWEX, AAWEX, ACWEX diff. adviser | 18% | 0.91% | Cavanal Hill Investment Management, Inc. |
| 9 | Invesco Dorsey Wright Energy Momentum ETF · PXI diff. adviser | 16% | 0.60% | Invesco Capital Management LLC |
| 10 | Hennessy Energy Transition Fund · HNRIX, HNRGX diff. adviser | 16% | 2.20% | Hennessy Advisors Inc. |
| 11 | Invesco S&P 500 Equal Weight Energy ETF · RSPG diff. adviser | 14% | 0.40% | Invesco Capital Management LLC |
| 12 | Goehring & Rozencwajg Resources Fund · GRHIX, GRHAX diff. adviser | 14% | 0.95% | Goehring & Rozencwajg Associates, LLC |
| 13 | Integrity Mid-North American Resources Fund · ICPAX, ICPUX, ICWIX diff. adviser | 14% | 1.00% | Viking Fund Management, LLC |
| 14 | VANGUARD ENERGY INDEX FUND · VENAX, VDE cheaper diff. adviser | 12% | 0.09% | The Vanguard Group, Inc. |
| 15 | Fidelity MSCI Energy Index ETF · FENY cheaper diff. adviser | 10% | 0.08% | Fidelity Management & Research Company LLC |
| 16 | Westwood Salient Enhanced Energy Income ETF diff. adviser | 10% | 0.85% | Westwood Management Corp. |
| 17 | iShares U.S. Energy ETF · IYE | 10% | 0.38% | BlackRock Fund Advisors |
| 18 | Guinness Atkinson Global Energy Fund · GAGEX diff. adviser | 9% | 1.46% | Guinness Atkinson Asset Management, Inc. |
| 19 | State Street(R) Energy Select Sector SPDR(R) ETF · XLE cheaper diff. adviser | 9% | 0.08% | SSGA Funds Management, Inc. |
| 20 | PROFUND VP ENERGY diff. adviser | 9% | 1.68% | ProFund Advisors LLC |
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