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 | 40% | 0.38% | BlackRock Fund Advisors |
| 2 | First Trust Financials AlphaDEX Fund · FXO diff. adviser | 37% | 0.60% | First Trust Advisors L.P. |
| 3 | Select Insurance Portfolio · FSPCX diff. adviser | 34% | 0.69% | Fidelity Management & Research Company LLC |
| 4 | Invesco KBW Property & Casualty Insurance ETF · KBWP diff. adviser | 28% | 0.35% | Invesco Capital Management LLC |
| 5 | Invesco S&P 500 Equal Weight Financials ETF · RSPF diff. adviser | 24% | 0.40% | Invesco Capital Management LLC |
| 6 | Hennessy Cornerstone Growth Fund · HFCGX, HICGX diff. adviser | 17% | 1.00% | Hennessy Advisors Inc. |
| 7 | First Trust Dividend Strength ETF · FTDS diff. adviser | 16% | 0.70% | First Trust Advisors L.P. |
| 8 | WBI BullBear Value 3000 ETF · WBIF diff. adviser | 15% | 1.65% | Millington Securities LLC |
| 9 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 15% | 0.29% | Jackson National Asset Management, LLC |
| 10 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX diff. adviser | 15% | 0.71% | T. Rowe Price Associates, Inc. |
| 11 | Fidelity MSCI Financials Index ETF · FNCL cheaper diff. adviser | 14% | 0.08% | Fidelity Management & Research Company LLC |
| 12 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper | 14% | 0.08% | SSGA Funds Management, Inc. |
| 13 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL diff. adviser | 14% | 0.40% | PROSHARE ADVISORS LLC |
| 14 | Financial Services Fund diff. adviser | 13% | 1.74% | Security Investors, LLC |
| 15 | Financial Services Fund · RYFIX, RYFAX, RYFNX, RYFCX diff. adviser | 13% | 1.39% | Security Investors, LLC |
| 16 | iShares U.S. Financials ETF · IYF diff. adviser | 13% | 0.38% | BlackRock Fund Advisors |
| 17 | 1919 Financial Services Fund · SFSLX, LMRIX, SBFAX diff. adviser | 13% | 1.21% | 1919 Investment Counsel, LLC |
| 18 | Invesco S&P 500 Value with Momentum ETF · SPVM diff. adviser | 12% | 0.39% | Invesco Capital Management LLC |
| 19 | Cambria LargeCap Shareholder Yield ETF · LYLD diff. adviser | 12% | 0.59% | Cambria Investment Management, L.P. |
| 20 | Themes US Small Cap Cash Flow Champions ETF · SMCF cheaper | 12% | 0.29% | — |
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