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 | ALPS Electrification Infrastructure ETF cheaper | 45% | 0.50% | ALPS Advisors, Inc. |
| 2 | iShares U.S. Infrastructure ETF · IFRA cheaper | 43% | 0.30% | BlackRock Fund Advisors |
| 3 | Timothy Plan High Dividend Stock ETF · TPHD cheaper | 36% | 0.52% | Timothy Partners Ltd. |
| 4 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper | 34% | 0.52% | Timothy Partners Ltd. |
| 5 | DNP Select Income Fund Inc | 32% | — | — |
| 6 | Truth Social American Energy Security ETF | 31% | 0.65% | — |
| 7 | JNL/Mellon Utilities Sector Fund cheaper | 31% | 0.30% | Jackson National Asset Management, LLC |
| 8 | Fidelity MSCI Utilities Index ETF · FUTY cheaper | 31% | 0.08% | Fidelity Management & Research Company LLC |
| 9 | Utilities Fund | 31% | 1.74% | Security Investors, LLC |
| 10 | Utilities Fund · RYUIX, RYAUX, RYUTX, RYCUX | 31% | 1.40% | Security Investors, LLC |
| 11 | iShares U.S. Utilities ETF · IDU cheaper | 31% | 0.38% | BlackRock Fund Advisors |
| 12 | VANGUARD UTILITIES INDEX FUND · VUIAX, VPU cheaper | 31% | 0.09% | The Vanguard Group, Inc. |
| 13 | SPIRIT OF AMERICA UTILITIES FUND · SOIUX, SOCUX, SOAUX | 30% | 1.29% | Spirit of America Management Corp. |
| 14 | Russell Investments Global Infrastructure ETF · RIFR cheaper | 30% | 0.59% | Russell Investment Management, LLC |
| 15 | State Street(R) Utilities Select Sector SPDR(R) ETF · XLU cheaper | 30% | 0.08% | SSGA Funds Management, Inc. |
| 16 | Invesco S&P 500 Equal Weight Utilities ETF · RSPU cheaper | 30% | 0.40% | Invesco Capital Management LLC |
| 17 | PROFUND VP UTILITIES | 30% | 1.68% | ProFund Advisors LLC |
| 18 | UTILITIES ULTRASECTOR PROFUND · UTPIX, UTPSX | 30% | 1.76% | ProFund Advisors LLC |
| 19 | Timothy Plan US Large/Mid Cap Core ETF · TPLC cheaper | 30% | 0.52% | Timothy Partners Ltd. |
| 20 | ProShares Ultra Utilities · UPW | 29% | 0.95% | PROSHARE ADVISORS LLC |
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