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 | EQ/Wellington Energy Portfolio diff. adviser | 55% | 0.94% | Equitable Investment Management Group, LLC |
| 2 | Guardian Global Utilities VIP Fund diff. adviser | 42% | 1.11% | Park Avenue Institutional Advisers LLC |
| 3 | Truth Social American Energy Security ETF | 40% | 0.65% | — |
| 4 | iShares Global Utilities ETF · JXI diff. adviser | 37% | 0.39% | BlackRock Fund Advisors |
| 5 | iShares Global Energy ETF · IXC diff. adviser | 35% | 0.40% | BlackRock Fund Advisors |
| 6 | BlackRock Utilities, Infrastructure & Power Opportunities Trust | 34% | — | — |
| 7 | BlackRock Energy Opportunities Fund · BACIX, BACAX, BACCX diff. adviser | 33% | 0.92% | BlackRock Advisors, LLC |
| 8 | iShares Global Infrastructure ETF · IGF diff. adviser | 33% | 0.39% | BlackRock Fund Advisors |
| 9 | SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF · GII diff. adviser | 32% | 0.40% | SSGA Funds Management, Inc. |
| 10 | Duff & Phelps Utility & Infrastructure Fund Inc. cheaper | 31% | 0.15% | — |
| 11 | BlackRock Energy & Resources Trust | 31% | — | — |
| 12 | State Street(R) Energy Select Sector SPDR(R) ETF · XLE cheaper diff. adviser | 30% | 0.08% | SSGA Funds Management, Inc. |
| 13 | PROFUND VP ENERGY diff. adviser | 30% | 1.68% | ProFund Advisors LLC |
| 14 | Westwood Salient Enhanced Energy Income ETF diff. adviser | 30% | 0.85% | Westwood Management Corp. |
| 15 | Portfolio Building Block World Pharma and Biotech Index ETF | 29% | — | — |
| 16 | Invesco S&P 500 Equal Weight Energy ETF · RSPG diff. adviser | 28% | 0.40% | Invesco Capital Management LLC |
| 17 | Cohen & Steers Future of Energy Fund, Inc. · MLOAX, MLOCX, MLOIX, MLOZX, MLORX, MLOFX diff. adviser | 28% | 0.90% | Cohen & Steers Capital Management, Inc. |
| 18 | Global X PureCap MSCI Energy ETF · GXPE cheaper diff. adviser | 28% | 0.15% | Global X Management Company LLC |
| 19 | iShares U.S. Energy ETF · IYE diff. adviser | 28% | 0.38% | BlackRock Fund Advisors |
| 20 | Fidelity MSCI Energy Index ETF · FENY cheaper diff. adviser | 27% | 0.08% | Fidelity Management & Research Company LLC |
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