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 | The Texas Fund · BIGTX | 60% | 1.84% | Park Place Capital Corporation |
| 2 | TEXAS CAPITAL TEXAS EQUITY INDEX ETF | 52% | 0.49% | Texas Capital Bank Private Wealth Advisors |
| 3 | VANGUARD ENERGY INDEX FUND · VENAX, VDE cheaper | 39% | 0.09% | The Vanguard Group, Inc. |
| 4 | Fidelity MSCI Energy Index ETF · FENY cheaper | 38% | 0.08% | Fidelity Management & Research Company LLC |
| 5 | iShares North American Natural Resources ETF · IGE | 38% | 0.39% | BlackRock Fund Advisors |
| 6 | iShares U.S. Energy ETF · IYE | 37% | 0.38% | BlackRock Fund Advisors |
| 7 | JNL/Mellon Energy Sector Fund | 37% | 0.29% | Jackson National Asset Management, LLC |
| 8 | Global X PureCap MSCI Energy ETF · GXPE cheaper | 35% | 0.15% | Global X Management Company LLC |
| 9 | Adams Natural Resources Fund, Inc. | 35% | — | — |
| 10 | iShares Global Energy ETF · IXC | 35% | 0.40% | BlackRock Fund Advisors |
| 11 | SPDR S&P North American Natural Resources ETF · NANR | 35% | 0.35% | SSGA Funds Management, Inc. |
| 12 | ProShares Ultra Energy · DIG | 34% | 0.95% | PROSHARE ADVISORS LLC |
| 13 | ENERGY ULTRASECTOR PROFUND · ENPIX, ENPSX | 34% | 1.65% | ProFund Advisors LLC |
| 14 | PROFUND VP ENERGY | 34% | 1.68% | ProFund Advisors LLC |
| 15 | State Street(R) Energy Select Sector SPDR(R) ETF · XLE cheaper | 34% | 0.08% | SSGA Funds Management, Inc. |
| 16 | Direxion Daily Energy Bull 2X Shares · ERX | 34% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 17 | Westwood Salient Enhanced Energy Income ETF | 34% | 0.85% | Westwood Management Corp. |
| 18 | Truth Social American Energy Security ETF | 34% | 0.65% | — |
| 19 | VIP Energy Portfolio | 33% | 0.60% | Fidelity Management & Research Company LLC |
| 20 | First Trust Nasdaq Oil & Gas ETF · FTXN | 33% | 0.60% | First Trust Advisors L.P. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.