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 | abrdn Global Premier Properties Fund | 65% | — | — |
| 2 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 64% | 0.30% | Empower Capital Management, LLC |
| 3 | LVIP Nomura U.S. REIT Fund cheaper diff. adviser | 63% | 0.83% | Lincoln Financial Investments Corporation |
| 4 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 63% | 0.25% | SSGA Funds Management, Inc. |
| 5 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 62% | 0.49% | First Trust Advisors L.P. |
| 6 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 60% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 7 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 60% | 0.08% | BlackRock Fund Advisors |
| 8 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX cheaper diff. adviser | 59% | 0.86% | Columbia Management Investment Advisers, LLC |
| 9 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND · SOAAX, SACRX, SOIAX diff. adviser | 59% | 1.30% | Spirit of America Management Corp. |
| 10 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 58% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 11 | Knights of Columbus Real Estate Fund · KCRIX, KCRVX, KCRSX diff. adviser | 58% | 1.00% | Knights of Columbus Asset Advisors LLC |
| 12 | Virtus Duff & Phelps Real Estate Securities Series cheaper diff. adviser | 58% | 0.85% | Virtus Investment Advisers, LLC |
| 13 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 58% | 0.08% | SSGA Funds Management, Inc. |
| 14 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 58% | 0.79% | — |
| 15 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX cheaper diff. adviser | 58% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 16 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper diff. adviser | 58% | 0.75% | Voya Investments, LLC |
| 17 | NVIT Real Estate Fund cheaper diff. adviser | 58% | 0.92% | Nationwide Fund Advisors |
| 18 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 57% | 0.07% | Charles Schwab Investment Management, Inc. |
| 19 | PROFUND VP REAL ESTATE diff. adviser | 57% | 1.68% | ProFund Advisors LLC |
| 20 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO cheaper diff. adviser | 57% | 0.89% | Thrivent Financial for Lutherans |
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