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 | Energy Fund | 100% | 1.73% | Security Investors, LLC |
| 2 | Fidelity MSCI Energy Index ETF · FENY cheaper diff. adviser | 61% | 0.08% | Fidelity Management & Research Company LLC |
| 3 | First Trust Nasdaq Oil & Gas ETF · FTXN cheaper diff. adviser | 58% | 0.60% | First Trust Advisors L.P. |
| 4 | VANGUARD ENERGY INDEX FUND · VENAX, VDE cheaper diff. adviser | 58% | 0.09% | The Vanguard Group, Inc. |
| 5 | JNL/Mellon Energy Sector Fund cheaper diff. adviser | 57% | 0.29% | Jackson National Asset Management, LLC |
| 6 | iShares U.S. Energy ETF · IYE cheaper diff. adviser | 56% | 0.38% | BlackRock Fund Advisors |
| 7 | iShares North American Natural Resources ETF · IGE cheaper diff. adviser | 55% | 0.39% | BlackRock Fund Advisors |
| 8 | iShares Global Energy ETF · IXC cheaper diff. adviser | 50% | 0.40% | BlackRock Fund Advisors |
| 9 | First Trust Energy AlphaDEX Fund · FXN cheaper diff. adviser | 50% | 0.63% | First Trust Advisors L.P. |
| 10 | Global X PureCap MSCI Energy ETF · GXPE cheaper diff. adviser | 50% | 0.15% | Global X Management Company LLC |
| 11 | Westwood Salient Enhanced Energy Income ETF cheaper diff. adviser | 49% | 0.85% | Westwood Management Corp. |
| 12 | State Street(R) Energy Select Sector SPDR(R) ETF · XLE cheaper diff. adviser | 49% | 0.08% | SSGA Funds Management, Inc. |
| 13 | PROFUND VP ENERGY diff. adviser | 49% | 1.68% | ProFund Advisors LLC |
| 14 | SPIRIT OF AMERICA ENERGY FUND · SOAEX, SACEX, SAIEX cheaper diff. adviser | 48% | 1.28% | Spirit of America Management Corp. |
| 15 | ENERGY ULTRASECTOR PROFUND · ENPIX, ENPSX diff. adviser | 48% | 1.65% | ProFund Advisors LLC |
| 16 | Invesco S&P 500 Equal Weight Energy ETF · RSPG cheaper diff. adviser | 47% | 0.40% | Invesco Capital Management LLC |
| 17 | ProShares Ultra Energy · DIG cheaper diff. adviser | 47% | 0.95% | PROSHARE ADVISORS LLC |
| 18 | Direxion Daily Energy Bull 2X Shares · ERX cheaper diff. adviser | 46% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 19 | Adams Natural Resources Fund, Inc. | 46% | — | — |
| 20 | Strive U.S. Energy ETF · DRLL cheaper diff. adviser | 45% | 0.41% | Empowered Funds, LLC d/b/a EA Advisers |
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