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 | Baron Real Estate Income Fund · BRIFX, BRIIX, BRIUX cheaper | 49% | 0.80% | BAMCO, Inc. |
| 2 | Fidelity Real Estate Investment ETF · FPRO cheaper diff. adviser | 39% | 0.57% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Real Estate Investment Portfolio · FRESX, FRVJX, FRVHX, FRVBX, FRVDX, FRVEX cheaper diff. adviser | 39% | 0.56% | Fidelity Management & Research Company LLC |
| 4 | Fidelity SAI Real Estate Fund · FSRJX cheaper diff. adviser | 39% | 0.56% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Advisor Real Estate Fund · FHEAX, FHECX, FHETX, FHEIX, FIKJX cheaper diff. adviser | 39% | 0.63% | Fidelity Management & Research Company LLC |
| 6 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 38% | 0.08% | SSGA Funds Management, Inc. |
| 7 | PROFUND VP REAL ESTATE diff. adviser | 37% | 1.68% | ProFund Advisors LLC |
| 8 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 37% | 0.31% | Jackson National Asset Management, LLC |
| 9 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX cheaper | 37% | 0.99% | — |
| 10 | REAL ESTATE ULTRASECTOR PROFUND · REPIX, REPSX diff. adviser | 37% | 1.78% | ProFund Advisors LLC |
| 11 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 37% | 0.26% | The Vanguard Group, Inc. |
| 12 | NEOS Real Estate High Income ETF · IYRI cheaper diff. adviser | 36% | 0.68% | NEOS Investment Management, LLC |
| 13 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 36% | 0.08% | The Vanguard Group, Inc. |
| 14 | iShares U.S. Real Estate ETF · IYR cheaper diff. adviser | 36% | 0.38% | BlackRock Fund Advisors |
| 15 | ProShares Ultra Real Estate · URE cheaper diff. adviser | 36% | 0.95% | PROSHARE ADVISORS LLC |
| 16 | LDR Real Estate Value - Opportunity Fund · HLRRX, HLPPX, HLZZX diff. adviser | 35% | 1.55% | LDR CAPITAL MANAGEMENT, LLC |
| 17 | State Street Real Estate Securities V.I.S. Fund · SSRSX cheaper diff. adviser | 35% | 1.01% | SSGA Funds Management, Inc. |
| 18 | Janus Henderson U.S. Real Estate ETF · JRE cheaper diff. adviser | 35% | 0.65% | Janus Henderson Investors US LLC |
| 19 | CTIVP - CenterSquare Real Estate Fund cheaper diff. adviser | 35% | 0.82% | Columbia Management Investment Advisers, LLC |
| 20 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 35% | 0.08% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.