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 | Direxion Daily Retail Bull 3X Shares · RETL diff. adviser | 65% | 0.94% | RAFFERTY ASSET MANAGEMENT, LLC |
| 2 | Retailing Fund diff. adviser | 45% | 1.74% | Security Investors, LLC |
| 3 | Retailing Fund · RYRIX, RYRAX, RYRTX, RYRCX diff. adviser | 45% | 1.40% | Security Investors, LLC |
| 4 | First Trust Consumer Discretionary AlphaDEX Fund · FXD diff. adviser | 26% | 0.60% | First Trust Advisors L.P. |
| 5 | Select Retailing Portfolio · FSRPX diff. adviser | 25% | 0.64% | Fidelity Management & Research Company LLC |
| 6 | iShares U.S. Consumer Focused ETF · IEDI cheaper diff. adviser | 21% | 0.18% | BlackRock Fund Advisors |
| 7 | VanEck Retail ETF · RTH diff. adviser | 19% | 0.35% | Van Eck Associates Corporation |
| 8 | Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · PEZ diff. adviser | 18% | 0.60% | Invesco Capital Management LLC |
| 9 | Amplify Online Retail ETF · IBUY | 17% | 0.65% | — |
| 10 | Invesco S&P SmallCap Consumer Discretionary ETF · PSCD cheaper diff. adviser | 17% | 0.29% | Invesco Capital Management LLC |
| 11 | iShares U.S. Consumer Discretionary ETF · IYC diff. adviser | 15% | 0.38% | BlackRock Fund Advisors |
| 12 | Invesco S&P 500 Equal Weight Consumer Discretionary ETF · RSPD diff. adviser | 14% | 0.40% | Invesco Capital Management LLC |
| 13 | VANGUARD CONSUMER DISCRETIONARY INDEX FUND · VCDAX, VCR cheaper diff. adviser | 13% | 0.09% | The Vanguard Group, Inc. |
| 14 | Fidelity MSCI Consumer Discretionary Index ETF · FDIS cheaper diff. adviser | 13% | 0.08% | Fidelity Management & Research Company LLC |
| 15 | Avantis U.S. Large Cap Value Fund · AVLVX, ALCEX cheaper | 12% | 0.00% | — |
| 16 | Avantis U.S. Large Cap Value ETF · AVLV cheaper | 12% | 0.15% | — |
| 17 | Select Consumer Discretionary Portfolio · FSCPX, FFNSX, FFNNX, FFNQX, FFNUX, FFNRX diff. adviser | 12% | 0.59% | Fidelity Management & Research Company LLC |
| 18 | VIP Consumer Discretionary Portfolio diff. adviser | 12% | 0.61% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Advisor Consumer Discretionary Fund · FCNAX, FCECX, FACPX, FCNIX, FIJZX diff. adviser | 12% | 0.60% | Fidelity Management & Research Company LLC |
| 20 | JNL/Mellon Consumer Discretionary Sector Fund cheaper diff. adviser | 11% | 0.29% | Jackson National Asset Management, LLC |
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