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 | MFS Global Real Estate Portfolio | 93% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | PACE Global Real Estate Securities Investments · PREAX, PREQX, PRPTX diff. adviser | 86% | 1.20% | UBS Asset Management (Americas) LLC |
| 3 | GLOBAL REAL ESTATE FUND · VGREX diff. adviser | 66% | 0.90% | The Variable Annuity Life Insurance Company |
| 4 | T. Rowe Price Global Real Estate Fund, Inc. · TRGRX, PAGEX, TIRGX cheaper diff. adviser | 49% | 0.73% | T. Rowe Price Associates, Inc. |
| 5 | Vert Global Sustainable Real Estate ETF · VGSR cheaper diff. adviser | 48% | 0.45% | Vert Asset Management LLC |
| 6 | iShares Global REIT ETF · REET cheaper diff. adviser | 45% | 0.14% | BlackRock Fund Advisors |
| 7 | Global Real Estate Securities Fund · POSAX, POSIX, PGRSX, PGRKX, PGRUX diff. adviser | 45% | 0.90% | Principal Global Investors, LLC |
| 8 | Virtus Duff & Phelps Global Real Estate Securities Fund · VGSAX, VGSCX, VGISX, VRGEX | 45% | 0.87% | — |
| 9 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 45% | 0.08% | BlackRock Fund Advisors |
| 10 | SPDR(R) Dow Jones Global Real Estate ETF · RWO cheaper diff. adviser | 45% | 0.50% | SSGA Funds Management, Inc. |
| 11 | Brookfield Global Listed Real Estate Fund · BLRCX, BLRYX, BLRAX diff. adviser | 44% | 0.95% | Brookfield Public Securities Group LLC |
| 12 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 44% | 0.32% | BlackRock Fund Advisors |
| 13 | VY(R) CBRE Global Real Estate Portfolio · ICRNX, IRGIX, IRGTX, IRGSX diff. adviser | 44% | 0.90% | Voya Investments, LLC |
| 14 | AB Global Real Estate Investment Fund II · ARIIX cheaper diff. adviser | 44% | 0.79% | AllianceBernstein L.P. |
| 15 | 1290 VT Real Estate Portfolio cheaper diff. adviser | 43% | 0.65% | Equitable Investment Management Group, LLC |
| 16 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 43% | 0.25% | SSGA Funds Management, Inc. |
| 17 | Global Real Estate Securities Fund · RIFSX diff. adviser | 43% | 0.91% | Russell Investment Management, LLC |
| 18 | iShares Developed Real Estate Index Fund cheaper diff. adviser | 43% | 0.14% | BlackRock Advisors, LLC |
| 19 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 43% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 20 | CBRE Global Real Estate Portfolio cheaper diff. adviser | 43% | 0.65% | Brighthouse Investment Advisers, LLC |
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