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 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 89% | 0.99% | — |
| 2 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 88% | 0.82% | Columbia Management Investment Advisers, LLC |
| 3 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 88% | 1.01% | SSGA Funds Management, Inc. |
| 4 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 71% | 0.00% | BlackRock Fund Advisors |
| 5 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 71% | 0.89% | Thrivent Financial for Lutherans |
| 6 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 71% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 7 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 70% | 0.07% | Charles Schwab Investment Management, Inc. |
| 8 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 70% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 9 | SA Real Estate Securities Fund diff. adviser | 70% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 10 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 69% | 0.26% | The Vanguard Group, Inc. |
| 11 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 69% | 0.31% | Jackson National Asset Management, LLC |
| 12 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 68% | 0.08% | Fidelity Management & Research Company LLC |
| 13 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 68% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 67% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 15 | iShares U.S. Real Estate ETF · IYR cheaper diff. adviser | 67% | 0.38% | BlackRock Fund Advisors |
| 16 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 67% | 0.08% | SSGA Funds Management, Inc. |
| 17 | NEOS Real Estate High Income ETF · IYRI cheaper diff. adviser | 67% | 0.68% | NEOS Investment Management, LLC |
| 18 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 67% | 0.08% | The Vanguard Group, Inc. |
| 19 | PROFUND VP REAL ESTATE diff. adviser | 67% | 1.68% | ProFund Advisors LLC |
| 20 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 66% | 0.84% | Goldman Sachs Asset Management, L.P. |
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