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 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 65% | 0.89% | Thrivent Financial for Lutherans |
| 2 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX diff. adviser | 64% | 0.77% | Cromwell Investment Advisors, LLC |
| 3 | Knights of Columbus Real Estate Fund · KCRIX, KCRVX, KCRSX diff. adviser | 64% | 1.00% | Knights of Columbus Asset Advisors LLC |
| 4 | Venerable Real Estate Fund | 64% | 0.95% | — |
| 5 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 63% | 0.82% | Columbia Management Investment Advisers, LLC |
| 6 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 63% | 0.54% | DWS Investment Management Americas, Inc. |
| 7 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 63% | 1.01% | SSGA Funds Management, Inc. |
| 8 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 62% | 0.32% | BlackRock Fund Advisors |
| 9 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 62% | 0.00% | BlackRock Fund Advisors |
| 10 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 62% | 0.07% | Charles Schwab Investment Management, Inc. |
| 11 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX diff. adviser | 62% | 0.95% | Invesco Advisers, Inc. |
| 12 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 62% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 13 | BlackRock Real Estate Securities Fund diff. adviser | 61% | 0.75% | BlackRock Advisors, LLC |
| 14 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 61% | 0.50% | Teachers Advisors, LLC |
| 15 | Nuveen Life Real Estate Securities Select Fund · TLRSX cheaper diff. adviser | 61% | 0.57% | Teachers Advisors, LLC |
| 16 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 61% | 0.99% | — |
| 17 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 61% | 0.31% | Jackson National Asset Management, LLC |
| 18 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 60% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 19 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 60% | 0.26% | The Vanguard Group, Inc. |
| 20 | SA Real Estate Securities Fund diff. adviser | 60% | 0.77% | Focus Partners Advisor Solutions, LLC |
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