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 | Carbon Collective Climate Solutions U.S. Equity ETF · CCSO | 23% | 0.35% | — |
| 2 | Xtrackers US Green Infrastructure Select Equity ETF · UPGR diff. adviser | 18% | 0.35% | DBX Advisors LLC |
| 3 | State Street(R) SPDR(R) S&P Kensho Clean Power ETF · CNRG diff. adviser | 18% | 0.45% | SSGA Funds Management, Inc. |
| 4 | ProShares S&P Kensho Cleantech ETF · CTEX diff. adviser | 18% | 0.58% | PROSHARE ADVISORS LLC |
| 5 | Fidelity MSCI Industrials Index ETF · FIDU diff. adviser | 14% | 0.08% | Fidelity Management & Research Company LLC |
| 6 | Virtus Duff & Phelps Water Fund · AWTAX, AWTCX, AWTIX diff. adviser | 14% | 0.93% | Virtus Investment Advisers, LLC |
| 7 | First Trust Water ETF · FIW diff. adviser | 14% | 0.51% | First Trust Advisors L.P. |
| 8 | Gabelli SRI Fund, Inc. · SRIGX, SRIAX, SRICX, SRIDX | 14% | 0.90% | Gabelli Funds, LLC |
| 9 | JNL/Mellon Industrials Sector Fund diff. adviser | 13% | 0.31% | Jackson National Asset Management, LLC |
| 10 | The Gabelli Asset Fund · GATAX, GATCX, GABAX, GABIX | 13% | 1.08% | Gabelli Funds, LLC |
| 11 | State Street(R) Industrial Select Sector SPDR(R) ETF · XLI diff. adviser | 13% | 0.08% | SSGA Funds Management, Inc. |
| 12 | ALPS Electrification Infrastructure ETF diff. adviser | 13% | 0.50% | ALPS Advisors, Inc. |
| 13 | Fidelity Advisor Industrials Fund · FCLAX, FCLCX, FCLTX, FCLIX, FIKEX, FIDRX diff. adviser | 13% | 0.59% | Fidelity Management & Research Company LLC |
| 14 | Tema Electrification ETF · VOLT | 13% | 0.75% | — |
| 15 | iShares U.S. Power Infrastructure ETF · POWR diff. adviser | 13% | 0.40% | BlackRock Fund Advisors |
| 16 | Invesco Water Resources ETF · PHO diff. adviser | 12% | 0.59% | Invesco Capital Management LLC |
| 17 | Fidelity Water Sustainability Fund · FLOWX diff. adviser | 12% | 0.92% | Fidelity Management & Research Company LLC |
| 18 | Pear tree essex environmental opportunities fund · GEOSX, EEOFX, GEORX diff. adviser | 12% | 0.95% | Pear Tree Advisors Inc. |
| 19 | VIP Industrials Portfolio · FFNHX diff. adviser | 12% | 0.61% | Fidelity Management & Research Company LLC |
| 20 | Reaves Utility Income Fund | 12% | — | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.