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 Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX diff. adviser | 58% | 0.86% | Columbia Management Investment Advisers, LLC |
| 2 | Virtus Duff & Phelps Real Estate Securities Series diff. adviser | 57% | 0.85% | Virtus Investment Advisers, LLC |
| 3 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper diff. adviser | 57% | 0.75% | Voya Investments, LLC |
| 4 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 56% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 5 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 56% | 0.79% | — |
| 6 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX diff. adviser | 55% | 0.81% | American Century Investment Management, Inc. |
| 7 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 54% | 0.54% | DWS Investment Management Americas, Inc. |
| 8 | ALPS Active REIT ETF · REIT cheaper diff. adviser | 54% | 0.68% | ALPS Advisors, Inc. |
| 9 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 54% | 0.82% | Columbia Management Investment Advisers, LLC |
| 10 | NVIT Real Estate Fund diff. adviser | 54% | 0.92% | Nationwide Fund Advisors |
| 11 | Real Estate Portfolio cheaper diff. adviser | 53% | 0.79% | Pacific Life Fund Advisors LLC |
| 12 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 53% | 1.01% | SSGA Funds Management, Inc. |
| 13 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX cheaper diff. adviser | 53% | 0.77% | Cromwell Investment Advisors, LLC |
| 14 | Real Estate Securities Trust · JAJMX, JADBX, JAJLX cheaper diff. adviser | 53% | 0.76% | John Hancock Variable Trust Advisers LLC |
| 15 | BlackRock Real Estate Securities Fund cheaper diff. adviser | 53% | 0.75% | BlackRock Advisors, LLC |
| 16 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 53% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 17 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX cheaper diff. adviser | 53% | 0.78% | Nuveen Fund Advisors, LLC |
| 18 | Venerable Real Estate Fund | 53% | 0.95% | — |
| 19 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 53% | 0.30% | Empower Capital Management, LLC |
| 20 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 53% | 0.08% | SSGA Funds Management, Inc. |
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