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 | Vistashares Electrification Supercycle ETF · POW | 35% | 0.75% | Tidal Investments LLC |
| 2 | Dan IVES Wedbush AI Power & Infrastructure ETF | 31% | — | — |
| 3 | iShares U.S. Power Infrastructure ETF · POWR cheaper | 28% | 0.40% | BlackRock Fund Advisors |
| 4 | Defiance AI and Power Infrastructure ETF · AIPO cheaper | 26% | 0.69% | — |
| 5 | NYLI VP Fidelity Institutional AM Utilities Portfolio cheaper | 25% | 0.68% | New York Life Investment Management LLC |
| 6 | VIP Utilities Portfolio · FFNJX cheaper | 24% | 0.61% | Fidelity Management & Research Company LLC |
| 7 | Select Utilities Portfolio · FSUTX, FFUMX, FFUIX, FFUAX, FFUZX, FFUCX cheaper | 23% | 0.58% | Fidelity Management & Research Company LLC |
| 8 | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · GRID cheaper | 23% | 0.56% | — |
| 9 | Reaves Utility Income Fund | 22% | — | — |
| 10 | AdvisorShares HVAC and Industrials ETF · HVAC | 22% | 1.00% | AdvisorShares Investments, LLC |
| 11 | SPIRIT OF AMERICA UTILITIES FUND · SOIUX, SOCUX, SOAUX | 22% | 1.29% | Spirit of America Management Corp. |
| 12 | Truth Social American Energy Security ETF cheaper | 22% | 0.65% | — |
| 13 | Virtus Reaves Utilities ETF · UTES cheaper | 22% | 0.49% | Virtus Investment Advisers, LLC |
| 14 | PGIM Jennison Utility Fund · PRUAX, PCUFX, PRUZX, JDURX, PRUQX cheaper | 21% | 0.48% | PGIM INVESTMENTS LLC |
| 15 | EQ/MFS Utilities Series Portfolio | 21% | 0.80% | Equitable Investment Management Group, LLC |
| 16 | MFS Utilities Fund · MMUFX, MMUJX, MMUBX, MMUCX, MMUIX, MMUGX, MURRX, MMUHX, MMUKX cheaper | 21% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | MFS Utilities Series | 21% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Fidelity Telecom and Utilities Fund · FIUIX cheaper | 21% | 0.68% | Fidelity Management & Research Company LLC |
| 19 | Fidelity MSCI Utilities Index ETF · FUTY cheaper | 21% | 0.08% | Fidelity Management & Research Company LLC |
| 20 | Utilities Fund | 21% | 1.74% | Security Investors, LLC |
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