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 | Global Real Estate Securities Fund · GREZX, GREYX diff. adviser | 64% | 0.91% | GuideStone Capital Management, LLC |
| 2 | Multi-Manager Global Real Estate Fund · NMMGX | 58% | 0.94% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | Dimensional Global Real Estate ETF · DFGR cheaper diff. adviser | 56% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 4 | iShares Global REIT ETF · REET cheaper diff. adviser | 56% | 0.14% | BlackRock Fund Advisors |
| 5 | 1290 VT Real Estate Portfolio diff. adviser | 55% | 0.65% | Equitable Investment Management Group, LLC |
| 6 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 55% | 0.26% | The Vanguard Group, Inc. |
| 7 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 55% | 0.08% | The Vanguard Group, Inc. |
| 8 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 55% | 0.08% | Fidelity Management & Research Company LLC |
| 9 | VANGUARD REAL ESTATE INDEX FUND · VGSIX, VGSLX, VGSNX, VNQ cheaper diff. adviser | 55% | 0.11% | The Vanguard Group, Inc. |
| 10 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 55% | 0.07% | Fidelity Management & Research Company LLC |
| 11 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 55% | 0.08% | BlackRock Fund Advisors |
| 12 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 55% | 0.00% | BlackRock Fund Advisors |
| 13 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 55% | 0.07% | Fidelity Management & Research Company LLC |
| 14 | First Trust S&P REIT Index Fund · FRI diff. adviser | 55% | 0.49% | First Trust Advisors L.P. |
| 15 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 55% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 16 | SA Real Estate Securities Fund diff. adviser | 55% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 17 | iShares Developed Real Estate Index Fund cheaper diff. adviser | 55% | 0.14% | BlackRock Advisors, LLC |
| 18 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 55% | 0.07% | Charles Schwab Investment Management, Inc. |
| 19 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 55% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 20 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 54% | 0.11% | J.P. Morgan Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.