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 | iShares U.S. Insurance ETF · IAK diff. adviser | 50% | 0.38% | BlackRock Fund Advisors |
| 2 | Select Insurance Portfolio · FSPCX diff. adviser | 35% | 0.69% | Fidelity Management & Research Company LLC |
| 3 | State Street(R) SPDR(R) S&P(R) Insurance ETF · KIE diff. adviser | 28% | 0.35% | SSGA Funds Management, Inc. |
| 4 | Invesco S&P 500 Equal Weight Financials ETF · RSPF | 21% | 0.40% | Invesco Capital Management LLC |
| 5 | ICON CONSUMER SELECT · ICFAX, ICFSX diff. adviser | 19% | 1.39% | CCM Partners, LP. dba Shelton Capital Management |
| 6 | iShares U.S. Financials ETF · IYF diff. adviser | 13% | 0.38% | BlackRock Fund Advisors |
| 7 | T. Rowe Price Financials ETF · TFNS diff. adviser | 13% | 0.44% | T. Rowe Price Associates, Inc. |
| 8 | First Trust Financials AlphaDEX Fund · FXO diff. adviser | 13% | 0.60% | First Trust Advisors L.P. |
| 9 | Hennessy Cornerstone Large Growth Fund · HFLGX, HILGX diff. adviser | 12% | 1.00% | Hennessy Advisors Inc. |
| 10 | NORTH SQUARE ALTRINSIC INTERNATIONAL EQUITY FUND · NSIVX diff. adviser | 11% | 0.98% | North Square Investments, LLC |
| 11 | First Trust Dividend Strength ETF · FTDS diff. adviser | 11% | 0.70% | First Trust Advisors L.P. |
| 12 | Monarch Volume Factor Dividend Tree Index ETF · MVFD diff. adviser | 11% | 1.19% | Kingsview Wealth Management LLC |
| 13 | PROFUND VP FINANCIALS diff. adviser | 11% | 1.68% | ProFund Advisors LLC |
| 14 | NVIT GQG US Quality Equity Fund diff. adviser | 11% | 0.72% | Nationwide Fund Advisors |
| 15 | MARSHFIELD CONCENTRATED OPPORTUNITY FUND · MRFOX diff. adviser | 11% | 1.02% | Marshfield Associates, Inc. |
| 16 | Invesco S&P 500 GARP ETF · SPGP | 11% | 0.36% | Invesco Capital Management LLC |
| 17 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 18 | Davis Financial Portfolio · QDFPAX diff. adviser | 11% | 0.76% | Davis Selected Advisers, L.P. |
| 19 | Davis Financial Fund · RPFGX, DFFCX, DVFYX diff. adviser | 11% | 0.71% | Davis Selected Advisers, L.P. |
| 20 | Invesco S&P 500 Value with Momentum ETF · SPVM | 10% | 0.39% | Invesco Capital Management LLC |
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