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 | Invesco Active U.S. Real Estate ETF · PSR cheaper diff. adviser | 77% | 0.35% | Invesco Capital Management LLC |
| 2 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX cheaper diff. adviser | 71% | 0.81% | American Century Investment Management, Inc. |
| 3 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX cheaper diff. adviser | 64% | 0.77% | Cromwell Investment Advisors, LLC |
| 4 | Invesco Global Real Estate Fund · AGREX, CGREX, RGREX, IGREX, ARGYX, FGREX | 63% | 0.95% | Invesco Advisers, Inc. |
| 5 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 63% | 0.50% | Teachers Advisors, LLC |
| 6 | Nuveen Life Real Estate Securities Select Fund · TLRSX cheaper diff. adviser | 63% | 0.57% | Teachers Advisors, LLC |
| 7 | Venerable Real Estate Fund | 63% | 0.95% | — |
| 8 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper diff. adviser | 63% | 0.66% | Franklin Advisers, Inc. |
| 9 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 62% | 0.99% | — |
| 10 | NYLI CBRE Real Estate Fund · CRCRX, CRVRX, CRARX, VREQX, CLARX cheaper diff. adviser | 62% | 0.74% | New York Life Investment Management LLC |
| 11 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX cheaper diff. adviser | 61% | 0.78% | Nuveen Fund Advisors, LLC |
| 12 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 60% | 0.54% | DWS Investment Management Americas, Inc. |
| 13 | Knights of Columbus Real Estate Fund · KCRIX, KCRVX, KCRSX diff. adviser | 60% | 1.00% | Knights of Columbus Asset Advisors LLC |
| 14 | CTIVP - CenterSquare Real Estate Fund cheaper diff. adviser | 60% | 0.82% | Columbia Management Investment Advisers, LLC |
| 15 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 59% | 0.07% | Charles Schwab Investment Management, Inc. |
| 16 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 59% | 1.01% | SSGA Funds Management, Inc. |
| 17 | Virtus Duff & Phelps Real Estate Securities Series cheaper diff. adviser | 59% | 0.85% | Virtus Investment Advisers, LLC |
| 18 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 59% | 0.79% | — |
| 19 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO cheaper diff. adviser | 59% | 0.89% | Thrivent Financial for Lutherans |
| 20 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 59% | 0.00% | BlackRock Fund Advisors |
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