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 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX | 60% | 0.79% | — |
| 2 | Virtus Duff & Phelps Real Estate Securities Series diff. adviser | 59% | 0.85% | Virtus Investment Advisers, LLC |
| 3 | Janus Henderson Global Real Estate Fund · JERAX, JERCX, JERIX, JERSX, JERTX, JNGSX, JERNX | 58% | 0.65% | — |
| 4 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 53% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 5 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 52% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 6 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 51% | 0.30% | Empower Capital Management, LLC |
| 7 | SA Fidelity Institutional AM Real Estate Portfolio diff. adviser | 51% | 0.83% | SunAmerica Asset Management, LLC |
| 8 | Fidelity Real Estate Equity Central Fund | 50% | — | — |
| 9 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX diff. adviser | 49% | 0.86% | Columbia Management Investment Advisers, LLC |
| 10 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX diff. adviser | 49% | 0.75% | Voya Investments, LLC |
| 11 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX diff. adviser | 49% | 0.66% | Franklin Advisers, Inc. |
| 12 | Baron Real Estate Income Fund · BRIFX, BRIIX, BRIUX diff. adviser | 49% | 0.80% | BAMCO, Inc. |
| 13 | ALPS Active REIT ETF · REIT diff. adviser | 49% | 0.68% | ALPS Advisors, Inc. |
| 14 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 49% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 15 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 49% | 1.01% | SSGA Funds Management, Inc. |
| 16 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 48% | 0.08% | SSGA Funds Management, Inc. |
| 17 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 48% | 0.82% | Columbia Management Investment Advisers, LLC |
| 18 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX cheaper diff. adviser | 48% | 0.63% | T. Rowe Price Associates, Inc. |
| 19 | Real Estate Portfolio diff. adviser | 48% | 0.79% | Pacific Life Fund Advisors LLC |
| 20 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 48% | 0.25% | SSGA Funds Management, Inc. |
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