AWTAX
Virtus Duff & Phelps Water Fund
Virtus Strategy Trust

Similar funds

Computed 2026-07-05

Funds 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.

#FundOverlapNet exp.Adviser
1 Tortoise Global Water Fund · TBLU cheaper diff. adviser 62% 0.40% Tortoise Capital Advisors, LLC
2 Invesco S&P Global Water Index ETF · CGW cheaper diff. adviser 57% 0.58% Invesco Capital Management LLC
3 Fidelity Water Sustainability Fund · FLOWX cheaper diff. adviser 57% 0.92% Fidelity Management & Research Company LLC
4 iShares Environmental Infrastructure and Industrials ETF · EFRA cheaper diff. adviser 48% 0.47% BlackRock Fund Advisors
5 Invesco Water Resources ETF · PHO cheaper diff. adviser 46% 0.59% Invesco Capital Management LLC
6 First Trust Water ETF · FIW cheaper diff. adviser 45% 0.51% First Trust Advisors L.P.
7 KBI GLOBAL INVESTORS AQUARIUS FUND · KBIWX diff. adviser 43% 1.00% KBI Global Investors (North America) Ltd.
8 Global X Clean Water ETF · AQWA cheaper diff. adviser 41% 0.50% Global X Management Company LLC
9 Calvert Global Water Fund · CFWAX, CFWCX, CFWIX diff. adviser 36% 0.99% Calvert Research and Management
10 VanEck Environmental Services ETF · EVX cheaper diff. adviser 33% 0.55% Van Eck Associates Corporation
11 Invesco Global Water ETF · PIO cheaper diff. adviser 29% 0.75% Invesco Capital Management LLC
12 Impax Global Infrastructure ETF cheaper 16% 0.60%
13 State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF · SIMS cheaper diff. adviser 15% 0.45% SSGA Funds Management, Inc.
14 Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX cheaper diff. adviser 14% 0.91% Neuberger Berman Investment Advisers LLC
15 Gabelli Love Our Planet & People ETF · LOPP cheaper diff. adviser 14% 0.00% Gabelli Funds, LLC
16 Impax Global Sustainable Infrastructure Fund · PXDIX, PAXDX cheaper diff. adviser 14% 0.65% Impax Asset Management LLC
17 ClearBridge Sustainable Infrastructure ETF cheaper diff. adviser 13% 0.59% Franklin Advisers, Inc.
18 Mirova Global Megatrends Fund · ESGMX, ESGCX, ESGYX, ETSGX, ESGNX cheaper diff. adviser 12% 0.89% Natixis Advisors, LLC
19 Pictet Cleaner Planet ETF cheaper 11% 0.70%
20 First Trust Indxx Global Natural Resources Income ETF · FTRI cheaper 11% 0.70%

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