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 | 33% | 0.93% | Virtus Investment Advisers, LLC |
| 2 | iShares Environmental Infrastructure and Industrials ETF · EFRA cheaper diff. adviser | 33% | 0.47% | BlackRock Fund Advisors |
| 3 | Tortoise Global Water Fund · TBLU cheaper diff. adviser | 31% | 0.40% | Tortoise Capital Advisors, LLC |
| 4 | Invesco Water Resources ETF · PHO diff. adviser | 27% | 0.59% | Invesco Capital Management LLC |
| 5 | KBI GLOBAL INVESTORS AQUARIUS FUND · KBIWX diff. adviser | 27% | 1.00% | KBI Global Investors (North America) Ltd. |
| 6 | Fidelity Water Sustainability Fund · FLOWX diff. adviser | 21% | 0.92% | Fidelity Management & Research Company LLC |
| 7 | Invesco S&P Global Water Index ETF · CGW diff. adviser | 21% | 0.58% | Invesco Capital Management LLC |
| 8 | First Trust Water ETF · FIW cheaper diff. adviser | 20% | 0.51% | First Trust Advisors L.P. |
| 9 | Global X Clean Water ETF · AQWA cheaper diff. adviser | 18% | 0.50% | Global X Management Company LLC |
| 10 | Invesco Global Water ETF · PIO diff. adviser | 17% | 0.75% | Invesco Capital Management LLC |
| 11 | Xtrackers US Green Infrastructure Select Equity ETF · UPGR cheaper diff. adviser | 16% | 0.35% | DBX Advisors LLC |
| 12 | Carbon Collective Climate Solutions U.S. Equity ETF · CCSO cheaper | 16% | 0.35% | — |
| 13 | Global Environmental Opportunities Fund · JACDX, JABZX, JABYX, JABVX diff. adviser | 15% | 0.84% | John Hancock Investment Management LLC |
| 14 | Impax Global Sustainable Infrastructure Fund · PXDIX, PAXDX diff. adviser | 15% | 0.65% | Impax Asset Management LLC |
| 15 | Pictet Cleaner Planet ETF | 14% | 0.70% | — |
| 16 | Rockefeller Climate Solutions Fund · RKCIX, RKCAX diff. adviser | 14% | 0.99% | Rockefeller & Co. LLC |
| 17 | Impax Global Infrastructure ETF | 14% | 0.60% | — |
| 18 | BBH Select Mid Cap ETF | 13% | 0.81% | — |
| 19 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX diff. adviser | 13% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 20 | Hartford Global Impact Fund · HGXAX, HGXCX, HGXIX, HGXRX, HGXSX, HGXTX, HGXVX, HGXYX, HGXFX diff. adviser | 12% | 0.69% | Hartford Funds Management Company, LLC |
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