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 | Janus Henderson Global Real Estate Fund · JERAX, JERCX, JERIX, JERSX, JERTX, JNGSX, JERNX cheaper | 67% | 0.65% | — |
| 2 | Global Real Estate Securities Fund · GREZX, GREYX cheaper diff. adviser | 60% | 0.91% | GuideStone Capital Management, LLC |
| 3 | Nuveen Global Real Estate Securities Fund · NGJAX, NGJCX, NGJFX, NGJIX diff. adviser | 58% | 0.98% | Nuveen Fund Advisors, LLC |
| 4 | Global Real Estate Index Fund · NGREX cheaper | 58% | 0.47% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 51% | 0.26% | The Vanguard Group, Inc. |
| 6 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 51% | 0.07% | Charles Schwab Investment Management, Inc. |
| 7 | Penn Series Real Estate Securities Fund diff. adviser | 51% | 0.97% | Penn Mutual Asset Management, LLC |
| 8 | SFT Real Estate Securities Fund diff. adviser | 51% | 0.96% | Securian Asset Management, Inc. |
| 9 | SA Real Estate Securities Fund cheaper diff. adviser | 51% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 10 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 51% | 0.08% | BlackRock Fund Advisors |
| 11 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 51% | 0.31% | Jackson National Asset Management, LLC |
| 12 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO cheaper diff. adviser | 51% | 0.89% | Thrivent Financial for Lutherans |
| 13 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX cheaper diff. adviser | 51% | 0.78% | Nuveen Fund Advisors, LLC |
| 14 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 51% | 0.00% | BlackRock Fund Advisors |
| 15 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 51% | 0.08% | Fidelity Management & Research Company LLC |
| 16 | Cohen & Steers Realty Shares · CSRSX, CSJZX, CSJRX, CSJAX, CSJFX, CSJCX, CSJIX cheaper diff. adviser | 50% | 0.80% | Cohen & Steers Capital Management, Inc. |
| 17 | Cohen & Steers Institutional Realty Shares · CSRIX cheaper diff. adviser | 50% | 0.75% | Cohen & Steers Capital Management, Inc. |
| 18 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 50% | 0.49% | First Trust Advisors L.P. |
| 19 | Invesco V.I. Global Real Estate Fund diff. adviser | 50% | 1.02% | Invesco Advisers, Inc. |
| 20 | JNL/Cohen & Steers U.S. Realty Fund cheaper diff. adviser | 50% | 0.73% | Jackson National Asset Management, LLC |
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