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 | iShares Global Utilities ETF · JXI cheaper diff. adviser | 30% | 0.39% | BlackRock Fund Advisors |
| 2 | Guardian Global Utilities VIP Fund diff. adviser | 28% | 1.11% | Park Avenue Institutional Advisers LLC |
| 3 | Global X Renewable Energy Producers ETF · RNRG cheaper diff. adviser | 26% | 0.65% | Global X Management Company LLC |
| 4 | First Trust Global Wind Energy ETF · FAN cheaper | 25% | 0.60% | — |
| 5 | iShares Global Infrastructure ETF · IGF cheaper diff. adviser | 22% | 0.39% | BlackRock Fund Advisors |
| 6 | SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF · GII cheaper diff. adviser | 22% | 0.40% | SSGA Funds Management, Inc. |
| 7 | TrueShares Eagle Global Renewable Energy Income ETF · RNWZ cheaper diff. adviser | 22% | 0.75% | TrueMark Investments, LLC |
| 8 | Brookfield Next Generation Infrastructure Fund · GRSIX, GRSAX, GRSCX cheaper diff. adviser | 22% | 1.00% | Brookfield Public Securities Group LLC |
| 9 | EQ/MFS Utilities Series Portfolio cheaper diff. adviser | 21% | 0.80% | Equitable Investment Management Group, LLC |
| 10 | ClearBridge Sustainable Infrastructure ETF cheaper diff. adviser | 21% | 0.59% | Franklin Advisers, Inc. |
| 11 | BNY Mellon Global Infrastructure Income ETF · BKGI cheaper diff. adviser | 21% | 0.55% | BNY Mellon ETF Investment Adviser, LLC |
| 12 | MFS Utilities Series cheaper diff. adviser | 21% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | PROFUND VP UTILITIES diff. adviser | 21% | 1.68% | ProFund Advisors LLC |
| 14 | VANGUARD ENERGY FUND · VGENX, VGELX cheaper diff. adviser | 21% | 0.37% | Wellington Management Company LLP |
| 15 | Franklin Utilities Fund · FKUTX, FRUSX, FRUAX, FRURX, FUFRX, FKUQX cheaper diff. adviser | 20% | 0.50% | Franklin Advisers, Inc. |
| 16 | MFS Utilities Fund · MMUFX, MMUJX, MMUBX, MMUCX, MMUIX, MMUGX, MURRX, MMUHX, MMUKX cheaper diff. adviser | 20% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | BlackRock Utilities, Infrastructure & Power Opportunities Trust | 20% | — | — |
| 18 | UTILITIES ULTRASECTOR PROFUND · UTPIX, UTPSX diff. adviser | 20% | 1.76% | ProFund Advisors LLC |
| 19 | Utilities Fund · BULIX cheaper diff. adviser | 19% | 0.65% | American Century Investment Management, Inc. |
| 20 | Utilities Fund diff. adviser | 19% | 1.74% | Security Investors, LLC |
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