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 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 87% | 0.50% | Teachers Advisors, LLC |
| 2 | Nuveen Life Real Estate Securities Select Fund · TLRSX cheaper diff. adviser | 86% | 0.57% | Teachers Advisors, LLC |
| 3 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 72% | 0.89% | Thrivent Financial for Lutherans |
| 4 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 71% | 0.07% | Charles Schwab Investment Management, Inc. |
| 5 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 70% | 0.26% | The Vanguard Group, Inc. |
| 6 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 70% | 0.00% | BlackRock Fund Advisors |
| 7 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 69% | 0.08% | BlackRock Fund Advisors |
| 8 | SA Real Estate Securities Fund cheaper diff. adviser | 69% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 9 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 69% | 0.31% | Jackson National Asset Management, LLC |
| 10 | Venerable Real Estate Fund | 69% | 0.95% | — |
| 11 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 69% | 0.08% | Fidelity Management & Research Company LLC |
| 12 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 69% | 0.49% | First Trust Advisors L.P. |
| 13 | iShares U.S. Real Estate ETF · IYR cheaper diff. adviser | 68% | 0.38% | BlackRock Fund Advisors |
| 14 | NEOS Real Estate High Income ETF · IYRI cheaper diff. adviser | 68% | 0.68% | NEOS Investment Management, LLC |
| 15 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper diff. adviser | 68% | 0.75% | Voya Investments, LLC |
| 16 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 67% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 17 | LVIP Nomura U.S. REIT Fund diff. adviser | 67% | 0.83% | Lincoln Financial Investments Corporation |
| 18 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 67% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 19 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 67% | 0.08% | The Vanguard Group, Inc. |
| 20 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND · SOAAX, SACRX, SOIAX diff. adviser | 66% | 1.30% | Spirit of America Management Corp. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.