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 | Virtus Duff & Phelps Water Fund · AWTAX, AWTCX, AWTIX diff. adviser | 57% | 0.93% | Virtus Investment Advisers, LLC |
| 2 | Tortoise Global Water Fund · TBLU cheaper diff. adviser | 47% | 0.40% | Tortoise Capital Advisors, LLC |
| 3 | Fidelity Water Sustainability Fund · FLOWX diff. adviser | 46% | 0.92% | Fidelity Management & Research Company LLC |
| 4 | iShares Environmental Infrastructure and Industrials ETF · EFRA cheaper diff. adviser | 44% | 0.47% | BlackRock Fund Advisors |
| 5 | Invesco Water Resources ETF · PHO | 44% | 0.59% | Invesco Capital Management LLC |
| 6 | Invesco Global Water ETF · PIO | 44% | 0.75% | Invesco Capital Management LLC |
| 7 | Global X Clean Water ETF · AQWA cheaper diff. adviser | 41% | 0.50% | Global X Management Company LLC |
| 8 | First Trust Water ETF · FIW cheaper diff. adviser | 36% | 0.51% | First Trust Advisors L.P. |
| 9 | KBI GLOBAL INVESTORS AQUARIUS FUND · KBIWX diff. adviser | 31% | 1.00% | KBI Global Investors (North America) Ltd. |
| 10 | Calvert Global Water Fund · CFWAX, CFWCX, CFWIX diff. adviser | 30% | 0.99% | Calvert Research and Management |
| 11 | VanEck Environmental Services ETF · EVX cheaper diff. adviser | 21% | 0.55% | Van Eck Associates Corporation |
| 12 | Gabelli Love Our Planet & People ETF · LOPP cheaper diff. adviser | 12% | 0.00% | Gabelli Funds, LLC |
| 13 | First Trust Indxx Global Natural Resources Income ETF · FTRI | 11% | 0.70% | — |
| 14 | State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF · SIMS cheaper diff. adviser | 11% | 0.45% | SSGA Funds Management, Inc. |
| 15 | JPMorgan Climate Change Solutions ETF · TEMP cheaper diff. adviser | 11% | 0.49% | J.P. Morgan Investment Management, Inc. |
| 16 | Invesco S&P SmallCap Utilities & Communication Services ETF · PSCU cheaper | 10% | 0.29% | Invesco Capital Management LLC |
| 17 | Pear tree essex environmental opportunities fund · GEOSX, EEOFX, GEORX diff. adviser | 9% | 0.95% | Pear Tree Advisors Inc. |
| 18 | Invesco S&P SmallCap Industrials ETF · PSCI cheaper | 9% | 0.29% | Invesco Capital Management LLC |
| 19 | Horizon Kinetics Energy and Remediation ETF · NVIR diff. adviser | 9% | 0.85% | Horizon Kinetics Asset Management LLC |
| 20 | ClearBridge Sustainable Infrastructure ETF diff. adviser | 9% | 0.59% | Franklin Advisers, Inc. |
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