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 | First Trust Alerian Disruptive Technology Real Estate ETF · DTRE | 38% | 0.60% | — |
| 2 | iREIT - MarketVector Quality REIT Index ETF · IRET diff. adviser | 25% | 0.60% | Tidal Investments LLC |
| 3 | NVIT Real Estate Fund diff. adviser | 25% | 0.92% | Nationwide Fund Advisors |
| 4 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 24% | 0.25% | SSGA Funds Management, Inc. |
| 5 | Real Estate Securities Trust · JAJMX, JADBX, JAJLX diff. adviser | 24% | 0.76% | John Hancock Variable Trust Advisers LLC |
| 6 | Real Estate Securities Fund · JIREX, JABIX, JYEBX, JABFX, JABGX | 24% | 0.80% | — |
| 7 | WisdomTree New Economy Real Estate Fund · WTRE diff. adviser | 24% | 0.58% | WisdomTree Asset Management, Inc. |
| 8 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 23% | 0.30% | Empower Capital Management, LLC |
| 9 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX diff. adviser | 22% | 0.63% | T. Rowe Price Associates, Inc. |
| 10 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 22% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 11 | Intelligent Real Estate ETF · REAI diff. adviser | 22% | 0.59% | Tidal Investments LLC |
| 12 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX diff. adviser | 22% | 0.95% | Invesco Advisers, Inc. |
| 13 | NYLI CBRE Real Estate Fund · CRCRX, CRVRX, CRARX, VREQX, CLARX diff. adviser | 22% | 0.74% | New York Life Investment Management LLC |
| 14 | SA Fidelity Institutional AM Real Estate Portfolio diff. adviser | 22% | 0.83% | SunAmerica Asset Management, LLC |
| 15 | Fidelity Real Estate Equity Central Fund | 22% | — | — |
| 16 | Janus Henderson U.S. Real Estate ETF · JRE diff. adviser | 22% | 0.65% | Janus Henderson Investors US LLC |
| 17 | Baron Real Estate Income Fund · BRIFX, BRIIX, BRIUX diff. adviser | 22% | 0.80% | BAMCO, Inc. |
| 18 | First Trust S&P REIT Index Fund · FRI diff. adviser | 21% | 0.49% | First Trust Advisors L.P. |
| 19 | Knights of Columbus Real Estate Fund · KCRIX, KCRVX, KCRSX diff. adviser | 21% | 1.00% | Knights of Columbus Asset Advisors LLC |
| 20 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 21% | 0.08% | BlackRock Fund Advisors |
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