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 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper diff. adviser | 86% | 0.75% | Voya Investments, LLC |
| 2 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 74% | 0.49% | First Trust Advisors L.P. |
| 3 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 74% | 0.30% | Empower Capital Management, LLC |
| 4 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 72% | 0.08% | BlackRock Fund Advisors |
| 5 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 71% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 6 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 70% | 0.25% | SSGA Funds Management, Inc. |
| 7 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 70% | 0.07% | Charles Schwab Investment Management, Inc. |
| 8 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 69% | 0.00% | BlackRock Fund Advisors |
| 9 | LVIP Nomura U.S. REIT Fund cheaper diff. adviser | 68% | 0.83% | Lincoln Financial Investments Corporation |
| 10 | SA Real Estate Securities Fund cheaper diff. adviser | 68% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 11 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 68% | 0.89% | Thrivent Financial for Lutherans |
| 12 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 66% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 13 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 66% | 0.26% | The Vanguard Group, Inc. |
| 14 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX cheaper diff. adviser | 66% | 0.78% | Nuveen Fund Advisors, LLC |
| 15 | CTIVP - CenterSquare Real Estate Fund cheaper | 66% | 0.82% | Columbia Management Investment Advisers, LLC |
| 16 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 65% | 0.08% | Fidelity Management & Research Company LLC |
| 17 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 65% | 1.01% | SSGA Funds Management, Inc. |
| 18 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 65% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 19 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 64% | 0.31% | Jackson National Asset Management, LLC |
| 20 | ALPS Active REIT ETF · REIT cheaper diff. adviser | 64% | 0.68% | ALPS Advisors, Inc. |
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