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 | AQE Core ETF · AQEC cheaper diff. adviser | 29% | 0.49% | Arlington Partners, LLC |
| 2 | Invesco S&P 500 Equal Weight Communication Services ETF · RSPC cheaper diff. adviser | 19% | 0.40% | Invesco Capital Management LLC |
| 3 | PROFUND VP COMMUNICATION SERVICES diff. adviser | 18% | 1.68% | ProFund Advisors LLC |
| 4 | VanEck Morningstar Wide Moat Value ETF · MVAL cheaper diff. adviser | 17% | 0.50% | Van Eck Associates Corporation |
| 5 | Oakmark Select Fund · OAKLX, OAYLX, OANLX, OAZLX diff. adviser | 15% | 0.73% | Harris Associates L.P. |
| 6 | VanEck Morningstar Wide Moat ETF · MOAT cheaper diff. adviser | 15% | 0.46% | Van Eck Associates Corporation |
| 7 | VanEck Morningstar Wide Moat Fund · MWMIX, MWMZX cheaper diff. adviser | 15% | 0.49% | Van Eck Associates Corporation |
| 8 | JNL/Morningstar Wide Moat Index Fund cheaper diff. adviser | 15% | 0.45% | Jackson National Asset Management, LLC |
| 9 | KOVITZ CORE EQUITY ETF · EQTY diff. adviser | 14% | 0.99% | Kovitz Investment Group Partners, LLC |
| 10 | State Street(R) Communication Services Select Sector SPDR(R) ETF · XLC cheaper diff. adviser | 14% | 0.08% | SSGA Funds Management, Inc. |
| 11 | Invesco Leisure and Entertainment ETF · PEJ cheaper diff. adviser | 14% | 0.57% | Invesco Capital Management LLC |
| 12 | COMMUNICATION SERVICES ULTRASECTOR PROFUND · WCPIX, WCPSX diff. adviser | 14% | 1.75% | ProFund Advisors LLC |
| 13 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 14% | 0.59% | Harris Associates L.P. |
| 14 | Leisure Fund · RYLIX, RYLAX, RYLSX, RYLCX diff. adviser | 13% | 1.40% | Security Investors, LLC |
| 15 | Gabelli Media Mogul Fund · MOGLX diff. adviser | 12% | 0.90% | Gabelli Funds, LLC |
| 16 | Leisure Fund diff. adviser | 12% | 1.74% | Security Investors, LLC |
| 17 | PIMCO RAE US Fund · PKAIX, PKAPX, PKAAX cheaper diff. adviser | 12% | 0.40% | Pacific Investment Management Company LLC |
| 18 | ABSOLUTE CAPITAL OPPORTUNITIES FUND · CAPOX diff. adviser | 12% | 1.51% | Absolute Investment Advisers LLC |
| 19 | Oakmark Fund · OAKMX, OAYMX, OANMX, OAZMX cheaper diff. adviser | 11% | 0.61% | Harris Associates L.P. |
| 20 | Natixis Oakmark Fund · NEFOX, NECOX, NEOYX, NOKTX, NOANX diff. adviser | 11% | 0.73% | Natixis Advisors, LLC |
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