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 | Guardian Global Utilities VIP Fund diff. adviser | 31% | 1.11% | Park Avenue Institutional Advisers LLC |
| 2 | iShares Global Utilities ETF · JXI cheaper diff. adviser | 27% | 0.39% | BlackRock Fund Advisors |
| 3 | Impax Global Sustainable Infrastructure Fund · PXDIX, PAXDX cheaper diff. adviser | 26% | 0.65% | Impax Asset Management LLC |
| 4 | Impax Global Infrastructure ETF cheaper | 25% | 0.60% | — |
| 5 | Goldman Sachs Clean Energy Income Fund · GCEPX, GCEEX, GCEBX, GCEDX, GCEGX, GCEJX cheaper diff. adviser | 24% | 0.89% | Goldman Sachs Asset Management, L.P. |
| 6 | iShares U.S. Utilities ETF · IDU cheaper diff. adviser | 24% | 0.38% | BlackRock Fund Advisors |
| 7 | ClearBridge Sustainable Infrastructure ETF cheaper diff. adviser | 24% | 0.59% | Franklin Advisers, Inc. |
| 8 | BlackRock Utilities, Infrastructure & Power Opportunities Trust | 23% | — | — |
| 9 | Global Listed Infrastructure Fund · PGSLX cheaper diff. adviser | 23% | 0.66% | Principal Global Investors, LLC |
| 10 | Redwheel Next Generation Power Infrastructure Fund · ECOAX, ECOIX diff. adviser | 22% | 1.07% | Redwheel |
| 11 | Brookfield Global Listed Infrastructure Fund · BGLAX, BGLCX, BGLYX | 21% | 1.00% | Brookfield Public Securities Group LLC |
| 12 | PGIM Jennison Global Infrastructure Fund · PGJAX, PGJCX, PGJZX, PGJQX diff. adviser | 21% | 1.17% | PGIM INVESTMENTS LLC |
| 13 | Fidelity Infrastructure Fund · FNSTX cheaper diff. adviser | 21% | 0.94% | Fidelity Management & Research Company LLC |
| 14 | MFS Utilities Fund · MMUFX, MMUJX, MMUBX, MMUCX, MMUIX, MMUGX, MURRX, MMUHX, MMUKX cheaper diff. adviser | 20% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | EQ/MFS Utilities Series Portfolio cheaper diff. adviser | 20% | 0.80% | Equitable Investment Management Group, LLC |
| 16 | MFS Utilities Series cheaper diff. adviser | 19% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Virtus Duff & Phelps Clean Energy ETF · VCLN cheaper diff. adviser | 19% | 0.59% | Virtus Investment Advisers, LLC |
| 18 | VanEck Low Carbon Energy ETF · SMOG cheaper diff. adviser | 19% | 0.61% | Van Eck Associates Corporation |
| 19 | Nomura Climate Solutions Fund · IEYAX, IEYCX, IEYYX, IVEIX, IYEFX, IENRX cheaper diff. adviser | 19% | 0.82% | Macquarie Investment Management Business Trust |
| 20 | Utilities Fund diff. adviser | 19% | 1.74% | Security Investors, LLC |
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