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 | Rockefeller U.S. Small-mid Cap ETF · RSMC cheaper diff. adviser | 21% | 0.75% | Tidal Investments LLC |
| 2 | First Trust Water ETF · FIW cheaper diff. adviser | 20% | 0.51% | First Trust Advisors L.P. |
| 3 | Hartford Climate Opportunities Fund · HEOMX, HEONX, HEOIX, HEORX, HEOSX, HEOTX, HEOVX, HEOYX, HEOFX cheaper diff. adviser | 19% | 0.69% | Hartford Funds Management Company, LLC |
| 4 | Invesco Water Resources ETF · PHO cheaper diff. adviser | 17% | 0.59% | Invesco Capital Management LLC |
| 5 | Brookfield Next Generation Infrastructure Fund · GRSIX, GRSAX, GRSCX diff. adviser | 16% | 1.00% | Brookfield Public Securities Group LLC |
| 6 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX | 16% | 1.05% | Rockefeller & Co. LLC |
| 7 | Hartford Global Impact Fund · HGXAX, HGXCX, HGXIX, HGXRX, HGXSX, HGXTX, HGXVX, HGXYX, HGXFX cheaper diff. adviser | 15% | 0.69% | Hartford Funds Management Company, LLC |
| 8 | VanEck Environmental Services ETF · EVX cheaper diff. adviser | 14% | 0.55% | Van Eck Associates Corporation |
| 9 | Impax Global Environmental Markets Fund · PGRNX, PGINX, PXEAX cheaper diff. adviser | 14% | 0.89% | Impax Asset Management LLC |
| 10 | Nomura Climate Solutions Fund · IEYAX, IEYCX, IEYYX, IVEIX, IYEFX, IENRX cheaper diff. adviser | 14% | 0.82% | Macquarie Investment Management Business Trust |
| 11 | Tortoise Global Water Fund · TBLU cheaper diff. adviser | 13% | 0.40% | Tortoise Capital Advisors, LLC |
| 12 | Calvert Global Water Fund · CFWAX, CFWCX, CFWIX diff. adviser | 13% | 0.99% | Calvert Research and Management |
| 13 | Pear tree essex environmental opportunities fund · GEOSX, EEOFX, GEORX cheaper diff. adviser | 13% | 0.95% | Pear Tree Advisors Inc. |
| 14 | KBI GLOBAL INVESTORS AQUARIUS FUND · KBIWX diff. adviser | 12% | 1.00% | KBI Global Investors (North America) Ltd. |
| 15 | Global Environmental Opportunities Fund · JACDX, JABZX, JABYX, JABVX cheaper diff. adviser | 12% | 0.84% | John Hancock Investment Management LLC |
| 16 | VANGUARD GLOBAL ENVIRONMENTAL OPPORTUNITIES STOCK FUND · VEOIX, VEOAX cheaper diff. adviser | 12% | 0.55% | Ninety One North America, Inc. |
| 17 | iShares Environmental Infrastructure and Industrials ETF · EFRA cheaper diff. adviser | 12% | 0.47% | BlackRock Fund Advisors |
| 18 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX cheaper diff. adviser | 12% | 0.91% | Neuberger Berman Investment Advisers LLC |
| 19 | Goldman Sachs Clean Energy Income Fund · GCEPX, GCEEX, GCEBX, GCEDX, GCEGX, GCEJX cheaper diff. adviser | 11% | 0.89% | Goldman Sachs Asset Management, L.P. |
| 20 | Gabelli Love Our Planet & People ETF · LOPP cheaper diff. adviser | 11% | 0.00% | Gabelli Funds, LLC |
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