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 | 48% | 0.40% | Tortoise Capital Advisors, LLC |
| 3 | Invesco S&P Global Water Index ETF · CGW cheaper diff. adviser | 46% | 0.58% | Invesco Capital Management LLC |
| 4 | Global X Clean Water ETF · AQWA cheaper diff. adviser | 45% | 0.50% | Global X Management Company LLC |
| 5 | iShares Environmental Infrastructure and Industrials ETF · EFRA cheaper diff. adviser | 39% | 0.47% | BlackRock Fund Advisors |
| 6 | Calvert Global Water Fund · CFWAX, CFWCX, CFWIX diff. adviser | 34% | 0.99% | Calvert Research and Management |
| 7 | Invesco Water Resources ETF · PHO cheaper diff. adviser | 32% | 0.59% | Invesco Capital Management LLC |
| 8 | First Trust Water ETF · FIW cheaper diff. adviser | 31% | 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 | Invesco Global Water ETF · PIO cheaper diff. adviser | 22% | 0.75% | Invesco Capital Management LLC |
| 11 | VanEck Environmental Services ETF · EVX cheaper diff. adviser | 21% | 0.55% | Van Eck Associates Corporation |
| 12 | Fidelity Environment and Alternative Energy Fund · FSLEX cheaper | 14% | 0.69% | Fidelity Management & Research Company LLC |
| 13 | State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF · SIMS cheaper diff. adviser | 13% | 0.45% | SSGA Funds Management, Inc. |
| 14 | Gabelli Love Our Planet & People ETF · LOPP cheaper diff. adviser | 12% | 0.00% | Gabelli Funds, LLC |
| 15 | Impax Global Infrastructure ETF cheaper | 12% | 0.60% | — |
| 16 | ClearBridge Sustainable Infrastructure ETF cheaper diff. adviser | 12% | 0.59% | Franklin Advisers, Inc. |
| 17 | Xtrackers US Green Infrastructure Select Equity ETF · UPGR cheaper diff. adviser | 11% | 0.35% | DBX Advisors LLC |
| 18 | Horizon Kinetics Energy and Remediation ETF · NVIR cheaper diff. adviser | 10% | 0.85% | Horizon Kinetics Asset Management LLC |
| 19 | First Trust Indxx Global Natural Resources Income ETF · FTRI cheaper | 10% | 0.70% | — |
| 20 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX cheaper diff. adviser | 10% | 0.91% | Neuberger Berman Investment Advisers LLC |
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