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 | Davis Real Estate Portfolio · QDRPAX | 99% | 1.00% | Davis Selected Advisers, L.P. |
| 2 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper diff. adviser | 52% | 0.66% | Franklin Advisers, Inc. |
| 3 | Invesco S&P 500 Equal Weight Real Estate ETF · RSPR cheaper diff. adviser | 52% | 0.40% | Invesco Capital Management LLC |
| 4 | NEOS Real Estate High Income ETF · IYRI cheaper diff. adviser | 51% | 0.68% | NEOS Investment Management, LLC |
| 5 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX cheaper diff. adviser | 51% | 0.63% | T. Rowe Price Associates, Inc. |
| 6 | iShares U.S. Real Estate ETF · IYR cheaper diff. adviser | 51% | 0.38% | BlackRock Fund Advisors |
| 7 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 50% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 8 | SA Real Estate Securities Fund diff. adviser | 50% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 9 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 50% | 0.26% | The Vanguard Group, Inc. |
| 10 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 49% | 0.08% | Fidelity Management & Research Company LLC |
| 11 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 49% | 0.08% | The Vanguard Group, Inc. |
| 12 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 49% | 0.31% | Jackson National Asset Management, LLC |
| 13 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 49% | 0.32% | BlackRock Fund Advisors |
| 14 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 49% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 15 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 49% | 0.08% | SSGA Funds Management, Inc. |
| 16 | PROFUND VP REAL ESTATE diff. adviser | 49% | 1.68% | ProFund Advisors LLC |
| 17 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 49% | 0.07% | Fidelity Management & Research Company LLC |
| 18 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 49% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 49% | 0.07% | Fidelity Management & Research Company LLC |
| 20 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 49% | 0.50% | Teachers Advisors, LLC |
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