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 | Venerable Real Estate Fund | 35% | 0.95% | — |
| 2 | NYLI CBRE Real Estate Fund · CRCRX, CRVRX, CRARX, VREQX, CLARX cheaper diff. adviser | 35% | 0.74% | New York Life Investment Management LLC |
| 3 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX cheaper diff. adviser | 35% | 0.77% | Cromwell Investment Advisors, LLC |
| 4 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 34% | 0.99% | — |
| 5 | Nuveen Global Real Estate Securities Fund · NGJAX, NGJCX, NGJFX, NGJIX diff. adviser | 34% | 0.98% | Nuveen Fund Advisors, LLC |
| 6 | CTIVP - CenterSquare Real Estate Fund cheaper diff. adviser | 34% | 0.82% | Columbia Management Investment Advisers, LLC |
| 7 | Nomura Real Estate Securities Fund · IRSYX, IRSAX, IRSCX, IREIX, IRSRX, IRSEX cheaper diff. adviser | 33% | 0.80% | Macquarie Investment Management Business Trust |
| 8 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 33% | 1.01% | SSGA Funds Management, Inc. |
| 9 | SA Real Estate Securities Fund cheaper diff. adviser | 33% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 10 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 33% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Dunham Real Estate Stock Fund · DAREX, DCREX, DNREX diff. adviser | 33% | 1.48% | Dunham & Associates Investment Counsel, Inc. |
| 12 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 33% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 33% | 0.07% | Charles Schwab Investment Management, Inc. |
| 14 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX diff. adviser | 32% | 0.95% | Invesco Advisers, Inc. |
| 15 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX cheaper diff. adviser | 32% | 0.81% | American Century Investment Management, Inc. |
| 16 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO cheaper diff. adviser | 32% | 0.89% | Thrivent Financial for Lutherans |
| 17 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 32% | 0.00% | BlackRock Fund Advisors |
| 18 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 32% | 0.08% | Fidelity Management & Research Company LLC |
| 19 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX cheaper diff. adviser | 32% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 20 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 32% | 0.32% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.