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 | 62% | 0.93% | Virtus Investment Advisers, LLC |
| 2 | Invesco Water Resources ETF · PHO diff. adviser | 53% | 0.59% | Invesco Capital Management LLC |
| 3 | First Trust Water ETF · FIW diff. adviser | 50% | 0.51% | First Trust Advisors L.P. |
| 4 | Fidelity Water Sustainability Fund · FLOWX diff. adviser | 48% | 0.92% | Fidelity Management & Research Company LLC |
| 5 | iShares Environmental Infrastructure and Industrials ETF · EFRA diff. adviser | 47% | 0.47% | BlackRock Fund Advisors |
| 6 | Invesco S&P Global Water Index ETF · CGW diff. adviser | 47% | 0.58% | Invesco Capital Management LLC |
| 7 | KBI GLOBAL INVESTORS AQUARIUS FUND · KBIWX diff. adviser | 46% | 1.00% | KBI Global Investors (North America) Ltd. |
| 8 | Global X Clean Water ETF · AQWA diff. adviser | 44% | 0.50% | Global X Management Company LLC |
| 9 | Calvert Global Water Fund · CFWAX, CFWCX, CFWIX diff. adviser | 41% | 0.99% | Calvert Research and Management |
| 10 | Invesco Global Water ETF · PIO diff. adviser | 39% | 0.75% | Invesco Capital Management LLC |
| 11 | VanEck Environmental Services ETF · EVX diff. adviser | 31% | 0.55% | Van Eck Associates Corporation |
| 12 | Impax Global Infrastructure ETF | 14% | 0.60% | — |
| 13 | State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF · SIMS diff. adviser | 14% | 0.45% | SSGA Funds Management, Inc. |
| 14 | Rockefeller Climate Solutions Fund · RKCIX, RKCAX diff. adviser | 13% | 0.99% | Rockefeller & Co. LLC |
| 15 | Impax Global Sustainable Infrastructure Fund · PXDIX, PAXDX diff. adviser | 13% | 0.65% | Impax Asset Management LLC |
| 16 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX diff. adviser | 12% | 0.91% | Neuberger Berman Investment Advisers LLC |
| 17 | First Trust Indxx Global Natural Resources Income ETF · FTRI | 11% | 0.70% | — |
| 18 | Impax Global Environmental Markets Fund · PGRNX, PGINX, PXEAX diff. adviser | 11% | 0.89% | Impax Asset Management LLC |
| 19 | Global Environmental Opportunities Fund · JACDX, JABZX, JABYX, JABVX diff. adviser | 10% | 0.84% | John Hancock Investment Management LLC |
| 20 | PAPP SMALL & MID-CAP GROWTH FUND · PAPPX diff. adviser | 10% | 1.26% | L. Roy Papp and Associates, LLP |
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