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 S&P 500 Equal Weight Real Estate ETF · RSPR cheaper diff. adviser | 41% | 0.40% | Invesco Capital Management LLC |
| 2 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 40% | 1.66% | Security Investors, LLC |
| 3 | Real Estate Fund diff. adviser | 40% | 1.74% | Security Investors, LLC |
| 4 | SA Real Estate Securities Fund diff. adviser | 39% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 5 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 39% | 0.32% | BlackRock Fund Advisors |
| 6 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 39% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 7 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 38% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 38% | 0.07% | Charles Schwab Investment Management, Inc. |
| 9 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX diff. adviser | 38% | 0.63% | T. Rowe Price Associates, Inc. |
| 10 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX diff. adviser | 38% | 0.77% | Cromwell Investment Advisors, LLC |
| 11 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 38% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 12 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 37% | 0.00% | BlackRock Fund Advisors |
| 13 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 37% | 0.08% | BlackRock Fund Advisors |
| 14 | NYLI CBRE Real Estate Fund · CRCRX, CRVRX, CRARX, VREQX, CLARX diff. adviser | 37% | 0.74% | New York Life Investment Management LLC |
| 15 | SFT Real Estate Securities Fund diff. adviser | 37% | 0.96% | Securian Asset Management, Inc. |
| 16 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 36% | 0.99% | — |
| 17 | Penn Series Real Estate Securities Fund diff. adviser | 36% | 0.97% | Penn Mutual Asset Management, LLC |
| 18 | Sterling Capital Real Estate Fund · STMMX, STMOX, STMDX, SCREX diff. adviser | 36% | 0.79% | Sterling Capital Management LLC |
| 19 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 36% | 0.82% | Columbia Management Investment Advisers, LLC |
| 20 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 36% | 0.11% | J.P. Morgan Investment Management, Inc. |
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