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 | Invesco Water Resources ETF · PHO diff. adviser | 64% | 0.59% | Invesco Capital Management LLC |
| 2 | Tortoise Global Water Fund · TBLU cheaper diff. adviser | 50% | 0.40% | Tortoise Capital Advisors, LLC |
| 3 | Virtus Duff & Phelps Water Fund · AWTAX, AWTCX, AWTIX diff. adviser | 45% | 0.93% | Virtus Investment Advisers, LLC |
| 4 | KBI GLOBAL INVESTORS AQUARIUS FUND · KBIWX diff. adviser | 36% | 1.00% | KBI Global Investors (North America) Ltd. |
| 5 | Invesco S&P Global Water Index ETF · CGW diff. adviser | 36% | 0.58% | Invesco Capital Management LLC |
| 6 | Calvert Global Water Fund · CFWAX, CFWCX, CFWIX diff. adviser | 35% | 0.99% | Calvert Research and Management |
| 7 | Invesco Global Water ETF · PIO diff. adviser | 33% | 0.75% | Invesco Capital Management LLC |
| 8 | Fidelity Water Sustainability Fund · FLOWX diff. adviser | 31% | 0.92% | Fidelity Management & Research Company LLC |
| 9 | iShares Environmental Infrastructure and Industrials ETF · EFRA cheaper diff. adviser | 30% | 0.47% | BlackRock Fund Advisors |
| 10 | Global X Clean Water ETF · AQWA cheaper diff. adviser | 28% | 0.50% | Global X Management Company LLC |
| 11 | State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF · SIMS cheaper diff. adviser | 21% | 0.45% | SSGA Funds Management, Inc. |
| 12 | VanEck Environmental Services ETF · EVX diff. adviser | 20% | 0.55% | Van Eck Associates Corporation |
| 13 | Rockefeller Climate Solutions Fund · RKCIX, RKCAX diff. adviser | 20% | 0.99% | Rockefeller & Co. LLC |
| 14 | Global Environmental Opportunities Fund · JACDX, JABZX, JABYX, JABVX diff. adviser | 15% | 0.84% | John Hancock Investment Management LLC |
| 15 | Gabelli Love Our Planet & People ETF · LOPP cheaper diff. adviser | 14% | 0.00% | Gabelli Funds, LLC |
| 16 | Impax Global Environmental Markets Fund · PGRNX, PGINX, PXEAX diff. adviser | 14% | 0.89% | Impax Asset Management LLC |
| 17 | Horizon Kinetics Energy and Remediation ETF · NVIR diff. adviser | 13% | 0.85% | Horizon Kinetics Asset Management LLC |
| 18 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX diff. adviser | 13% | 0.59% | Calvert Research and Management |
| 19 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX diff. adviser | 12% | 0.91% | Neuberger Berman Investment Advisers LLC |
| 20 | BECK, MACK & OLIVER PARTNERS FUND · BMPEX diff. adviser | 11% | 1.00% | Beck, Mack & Oliver, LLC |
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