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 | Select Brokerage and Investment Management Portfolio · FSLBX diff. adviser | 44% | 0.69% | Fidelity Management & Research Company LLC |
| 2 | iShares U.S. Broker-Dealers & Securities Exchanges ETF · IAI diff. adviser | 34% | 0.38% | BlackRock Fund Advisors |
| 3 | Invesco S&P 500 Equal Weight Financials ETF · RSPF diff. adviser | 33% | 0.40% | Invesco Capital Management LLC |
| 4 | iShares U.S. Financials ETF · IYF diff. adviser | 26% | 0.38% | BlackRock Fund Advisors |
| 5 | iShares U.S. Financial Services ETF · IYG diff. adviser | 25% | 0.38% | BlackRock Fund Advisors |
| 6 | Financial Services Fund · RYFIX, RYFAX, RYFNX, RYFCX diff. adviser | 25% | 1.39% | Security Investors, LLC |
| 7 | Financial Services Fund diff. adviser | 25% | 1.74% | Security Investors, LLC |
| 8 | Fidelity MSCI Financials Index ETF · FNCL cheaper diff. adviser | 22% | 0.08% | Fidelity Management & Research Company LLC |
| 9 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 22% | 0.29% | Jackson National Asset Management, LLC |
| 10 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 22% | 0.09% | The Vanguard Group, Inc. |
| 11 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper | 21% | 0.08% | SSGA Funds Management, Inc. |
| 12 | Baron FinTech Fund · BFIUX, BFINX, BFIIX diff. adviser | 21% | 0.95% | BAMCO, Inc. |
| 13 | Amplify Tokenization Technology ETF | 21% | 0.69% | — |
| 14 | PROFUND VP FINANCIALS diff. adviser | 21% | 1.68% | ProFund Advisors LLC |
| 15 | Baron Financials ETF · BCFN diff. adviser | 20% | 0.80% | BAMCO, Inc. |
| 16 | Fidelity Advisor Financials Fund · FAFDX, FAFCX, FAFSX, FFSIX, FIKBX diff. adviser | 18% | 0.59% | Fidelity Management & Research Company LLC |
| 17 | FINANCIALS ULTRASECTOR PROFUND · FNPIX, FNPSX diff. adviser | 18% | — | ProFund Advisors LLC |
| 18 | First Trust Financials AlphaDEX Fund · FXO diff. adviser | 18% | 0.60% | First Trust Advisors L.P. |
| 19 | Invesco KBW Regional Banking ETF · FDIQ diff. adviser | 18% | 0.35% | Invesco Capital Management LLC |
| 20 | Tema Alternative Asset Managers ETF · AAUM | 18% | 0.75% | — |
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