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 | Global Real Estate Portfolio cheaper | 57% | 0.75% | — |
| 2 | Global Real Estate Portfolio cheaper | 57% | 1.10% | — |
| 3 | Goldman Sachs Global Real Estate Securities Fund cheaper diff. adviser | 56% | 0.94% | Goldman Sachs Asset Management, L.P. |
| 4 | Calvert Global Real Estate Fund cheaper | 49% | 0.85% | — |
| 5 | Global Focus Real Estate Portfolio cheaper | 48% | 0.80% | — |
| 6 | Fidelity Advisor Global Real Estate Fund · FWRAX, FWRTX, FWRCX, FWRIX, FIKKX cheaper | 47% | 0.80% | — |
| 7 | US Real Estate Portfolio cheaper | 45% | 0.80% | — |
| 8 | U.S. REAL ESTATE PORTFOLIO cheaper | 45% | 0.65% | — |
| 9 | Guggenheim Risk Managed Real Estate Fund · GURAX, GURCX, GURIX, GURPX cheaper | 45% | 1.29% | — |
| 10 | Heitman US Real Estate Securities Fund cheaper | 43% | 0.77% | — |
| 11 | Neuberger Berman Global Real Estate ETF · NBGR cheaper | 43% | 0.74% | — |
| 12 | U.S. Focus Real Estate Portfolio cheaper | 40% | 0.70% | — |
| 13 | AST Cohen & Steers Realty Portfolio cheaper diff. adviser | 39% | 1.12% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 14 | Real Estate Series cheaper | 36% | 0.10% | — |
| 15 | NYLI CBRE NextGen Real Estate ETF · ROOF cheaper | 33% | 0.60% | — |
| 16 | Goldman Sachs Future Real Estate and Infrastructure Equity ETF · GREI cheaper diff. adviser | 30% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 17 | JPMorgan Sustainable Infrastructure ETF cheaper diff. adviser | 19% | 0.49% | J.P. Morgan Investment Management, Inc. |
| 18 | MassMutual Select T. Rowe Price Real Assets Fund · MMRFX cheaper | 18% | 0.00% | — |
| 19 | Guggenheim Market Neutral Real Estate Fund · GUMAX, GUMCX, GUMNX, GUMPX cheaper | 13% | 1.38% | — |
| 20 | Rational Real Assets Fund cheaper | 9% | 1.27% | — |
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