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 | Real Estate Securities Trust · JAJMX, JADBX, JAJLX cheaper | 93% | 0.76% | John Hancock Variable Trust Advisers LLC |
| 2 | NVIT Real Estate Fund | 93% | 0.92% | Nationwide Fund Advisors |
| 3 | JNL/WMC Global Real Estate Fund cheaper | 60% | 0.73% | Jackson National Asset Management, LLC |
| 4 | Venerable Real Estate Fund | 59% | 0.95% | — |
| 5 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper | 59% | 0.30% | Empower Capital Management, LLC |
| 6 | abrdn Real Estate Fund · AIGYX, AIAGX | 56% | 0.99% | abrdn Inc. |
| 7 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper | 55% | 0.25% | SSGA Funds Management, Inc. |
| 8 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX | 54% | 0.86% | Columbia Management Investment Advisers, LLC |
| 9 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper | 54% | 0.75% | Voya Investments, LLC |
| 10 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 53% | 0.79% | — |
| 11 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX cheaper | 53% | 0.78% | Nuveen Fund Advisors, LLC |
| 12 | First Trust S&P REIT Index Fund · FRI cheaper | 53% | 0.49% | First Trust Advisors L.P. |
| 13 | Virtus Duff & Phelps Real Estate Securities Series | 53% | 0.85% | Virtus Investment Advisers, LLC |
| 14 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper | 53% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 15 | PGIM US Real Estate Fund · PJEAX, PJECX, PJEZX, PJEQX | 53% | 1.01% | PGIM INVESTMENTS LLC |
| 16 | BlackRock Real Estate Securities Fund cheaper | 53% | 0.75% | BlackRock Advisors, LLC |
| 17 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX | 52% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 18 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper | 52% | 0.50% | Teachers Advisors, LLC |
| 19 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper | 52% | 0.54% | DWS Investment Management Americas, Inc. |
| 20 | Knights of Columbus Real Estate Fund · KCRIX, KCRVX, KCRSX | 52% | 1.00% | Knights of Columbus Asset Advisors LLC |
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