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 | Global Real Estate Index Fund · NGREX cheaper diff. adviser | 64% | 0.47% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Multi-Manager Global Real Estate Fund · NMMGX diff. adviser | 60% | 0.94% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | Nuveen Global Real Estate Securities Fund · NGJAX, NGJCX, NGJFX, NGJIX diff. adviser | 58% | 0.98% | Nuveen Fund Advisors, LLC |
| 4 | Invesco V.I. Global Real Estate Fund diff. adviser | 53% | 1.02% | Invesco Advisers, Inc. |
| 5 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 51% | 0.08% | BlackRock Fund Advisors |
| 6 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX cheaper diff. adviser | 51% | 0.78% | Nuveen Fund Advisors, LLC |
| 7 | SA Real Estate Securities Fund cheaper diff. adviser | 50% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 8 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 50% | 0.50% | Teachers Advisors, LLC |
| 9 | Nuveen Life Real Estate Securities Select Fund · TLRSX cheaper diff. adviser | 50% | 0.57% | Teachers Advisors, LLC |
| 10 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 49% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 11 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 49% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 12 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 49% | 0.25% | SSGA Funds Management, Inc. |
| 13 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 49% | 0.49% | First Trust Advisors L.P. |
| 14 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 49% | 0.00% | BlackRock Fund Advisors |
| 15 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 49% | 0.30% | Empower Capital Management, LLC |
| 16 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 49% | 0.07% | Charles Schwab Investment Management, Inc. |
| 17 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 49% | 0.54% | DWS Investment Management Americas, Inc. |
| 18 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO cheaper diff. adviser | 49% | 0.89% | Thrivent Financial for Lutherans |
| 19 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 48% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Janus Henderson Global Real Estate Fund · JERAX, JERCX, JERIX, JERSX, JERTX, JNGSX, JERNX cheaper | 48% | 0.65% | — |
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