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 | John Hancock Financial Opportunities Fund | 68% | — | — |
| 2 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF · KRE cheaper diff. adviser | 36% | 0.35% | SSGA Funds Management, Inc. |
| 3 | First Trust Nasdaq Bank ETF · FTXO cheaper diff. adviser | 35% | 0.60% | First Trust Advisors L.P. |
| 4 | iShares U.S. Regional Banks ETF · IAT cheaper diff. adviser | 34% | 0.38% | BlackRock Fund Advisors |
| 5 | Banking Fund · RYKIX, RYKAX, RYBKX, RYKCX diff. adviser | 33% | 1.39% | Security Investors, LLC |
| 6 | Banking Fund diff. adviser | 33% | 1.75% | Security Investors, LLC |
| 7 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE cheaper diff. adviser | 32% | 0.35% | SSGA Funds Management, Inc. |
| 8 | PROFUND VP BANKS diff. adviser | 32% | 1.68% | ProFund Advisors LLC |
| 9 | Invesco KBW Bank ETF · KBWB cheaper diff. adviser | 28% | 0.35% | Invesco Capital Management LLC |
| 10 | Select Banking Portfolio · FSRBX cheaper diff. adviser | 26% | 0.71% | Fidelity Management & Research Company LLC |
| 11 | First Trust NASDAQ ABA Community Bank Index Fund · QABA cheaper diff. adviser | 26% | 0.60% | First Trust Advisors L.P. |
| 12 | BANKS ULTRASECTOR PROFUND · BKPIX, BKPSX diff. adviser | 26% | 1.69% | ProFund Advisors LLC |
| 13 | Direxion Daily Regional Banks Bull 3X Shares · DPST diff. adviser | 25% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 14 | Financial Industries Trust · JAFNX, JEFSX, JEFCX diff. adviser | 21% | 0.88% | John Hancock Variable Trust Advisers LLC |
| 15 | Financial Industries Fund · FIDAX, FIDCX, JFIFX, JFDRX | 21% | 0.87% | John Hancock Investment Management LLC |
| 16 | First Trust Financials AlphaDEX Fund · FXO cheaper diff. adviser | 18% | 0.60% | First Trust Advisors L.P. |
| 17 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 17% | 1.58% | Donoghue Forlines LLC |
| 18 | Donoghue Forlines Dividend VIT Fund diff. adviser | 17% | 2.00% | Donoghue Forlines LLC |
| 19 | Energy Resilience Portfolio · RESGX, RESIX cheaper diff. adviser | 15% | 0.65% | Glenmede Investment Management LP |
| 20 | Invesco S&P 500 Equal Weight Financials ETF · RSPF cheaper diff. adviser | 14% | 0.40% | Invesco Capital Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.