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 | Goldman Sachs Clean Energy Income Fund · GCEPX, GCEEX, GCEBX, GCEDX, GCEGX, GCEJX diff. adviser | 37% | 0.89% | Goldman Sachs Asset Management, L.P. |
| 2 | iShares Global Utilities ETF · JXI cheaper diff. adviser | 25% | 0.39% | BlackRock Fund Advisors |
| 3 | EQ/MFS Utilities Series Portfolio diff. adviser | 25% | 0.80% | Equitable Investment Management Group, LLC |
| 4 | MFS Utilities Series diff. adviser | 25% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Utilities Fund · MMUFX, MMUJX, MMUBX, MMUCX, MMUIX, MMUGX, MURRX, MMUHX, MMUKX cheaper diff. adviser | 24% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Guardian Global Utilities VIP Fund diff. adviser | 23% | 1.11% | Park Avenue Institutional Advisers LLC |
| 7 | First Trust Global Wind Energy ETF · FAN cheaper | 22% | 0.60% | — |
| 8 | Redwheel Next Generation Power Infrastructure Fund · ECOAX, ECOIX diff. adviser | 22% | 1.07% | Redwheel |
| 9 | VanEck Low Carbon Energy ETF · SMOG cheaper diff. adviser | 20% | 0.61% | Van Eck Associates Corporation |
| 10 | BlackRock Utilities, Infrastructure & Power Opportunities Trust | 20% | — | — |
| 11 | First Sentier American Listed Infrastructure Fund | 20% | 0.75% | — |
| 12 | NYLI VP Fidelity Institutional AM Utilities Portfolio cheaper diff. adviser | 20% | 0.68% | New York Life Investment Management LLC |
| 13 | First Sentier American Listed Infrastructure Fund · FLIAX diff. adviser | 20% | 0.75% | First Sentier Investors (US) LLC |
| 14 | VIP Utilities Portfolio · FFNJX cheaper diff. adviser | 20% | 0.61% | Fidelity Management & Research Company LLC |
| 15 | Global X Renewable Energy Producers ETF · RNRG cheaper diff. adviser | 20% | 0.65% | Global X Management Company LLC |
| 16 | Duff & Phelps Utility & Infrastructure Fund Inc. cheaper | 19% | 0.15% | — |
| 17 | Select Utilities Portfolio · FSUTX, FFUMX, FFUIX, FFUAX, FFUZX, FFUCX cheaper diff. adviser | 19% | 0.58% | Fidelity Management & Research Company LLC |
| 18 | State Street(R) Utilities Select Sector SPDR(R) ETF · XLU cheaper diff. adviser | 19% | 0.08% | SSGA Funds Management, Inc. |
| 19 | VANGUARD UTILITIES INDEX FUND · VUIAX, VPU cheaper diff. adviser | 19% | 0.09% | The Vanguard Group, Inc. |
| 20 | PROFUND VP UTILITIES diff. adviser | 19% | 1.68% | ProFund Advisors LLC |
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