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 | Columbia Research Enhanced Real Estate ETF · CRED cheaper diff. adviser | 44% | 0.33% | Columbia Management Investment Advisers, LLC |
| 2 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 38% | 1.66% | Security Investors, LLC |
| 3 | Real Estate Fund diff. adviser | 38% | 1.74% | Security Investors, LLC |
| 4 | SA Real Estate Securities Fund diff. adviser | 38% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 5 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 37% | 0.07% | Charles Schwab Investment Management, Inc. |
| 6 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 37% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 7 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 37% | 0.32% | BlackRock Fund Advisors |
| 8 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 36% | 0.00% | BlackRock Fund Advisors |
| 9 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 36% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX diff. adviser | 36% | 0.77% | Cromwell Investment Advisors, LLC |
| 11 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 36% | 0.99% | — |
| 12 | Invesco S&P 500 Equal Weight Real Estate ETF · RSPR cheaper diff. adviser | 36% | 0.40% | Invesco Capital Management LLC |
| 13 | iShares Residential and Multisector Real Estate ETF · REZ cheaper diff. adviser | 36% | 0.48% | BlackRock Fund Advisors |
| 14 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 36% | 0.08% | Fidelity Management & Research Company LLC |
| 15 | iREIT - MarketVector Quality REIT Index ETF · IRET diff. adviser | 35% | 0.60% | Tidal Investments LLC |
| 16 | Penn Series Real Estate Securities Fund diff. adviser | 35% | 0.97% | Penn Mutual Asset Management, LLC |
| 17 | SFT Real Estate Securities Fund diff. adviser | 35% | 0.96% | Securian Asset Management, Inc. |
| 18 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 35% | 0.07% | Fidelity Management & Research Company LLC |
| 19 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 35% | 0.08% | SSGA Funds Management, Inc. |
| 20 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 35% | 0.07% | Fidelity Management & Research Company LLC |
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