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 | Real Estate Securities Account cheaper | 59% | 0.79% | Principal Global Investors, LLC |
| 2 | Real Estate Portfolio cheaper diff. adviser | 59% | 0.79% | Pacific Life Fund Advisors LLC |
| 3 | Real Estate Securities Fund · PRERX, PREPX, PIREX, PREJX, PRRAX, PRCEX, PFRSX cheaper | 59% | 0.81% | Principal Global Investors, LLC |
| 4 | Franklin Global Real Estate VIP Fund diff. adviser | 56% | 1.00% | Franklin Advisers, Inc. |
| 5 | BNY Mellon Developed Markets Real Estate Securities Fund · DRLAX, DGBCX, DRLIX, DRLYX diff. adviser | 53% | 1.05% | BNY Mellon Investment Adviser, Inc. |
| 6 | GLOBAL REAL ESTATE FUND · VGREX diff. adviser | 52% | 0.90% | The Variable Annuity Life Insurance Company |
| 7 | Virtus Duff & Phelps Global Real Estate Securities Fund · VGSAX, VGSCX, VGISX, VRGEX cheaper | 52% | 0.87% | — |
| 8 | Global Real Estate Securities Fund · RIFSX diff. adviser | 51% | 0.91% | Russell Investment Management, LLC |
| 9 | Principal Real Estate Active Opportunities ETF · BYRE cheaper | 51% | 0.60% | Principal Global Investors, LLC |
| 10 | T. Rowe Price Global Real Estate Fund, Inc. · TRGRX, PAGEX, TIRGX cheaper diff. adviser | 51% | 0.73% | T. Rowe Price Associates, Inc. |
| 11 | Vert Global Sustainable Real Estate ETF · VGSR cheaper diff. adviser | 51% | 0.45% | Vert Asset Management LLC |
| 12 | Brookfield Global Listed Real Estate Fund · BLRCX, BLRYX, BLRAX diff. adviser | 50% | 0.95% | Brookfield Public Securities Group LLC |
| 13 | Global Real Estate Securities Fund · RRESX, RRSCX, RREAX, RREYX, RRSRX, RETTX cheaper diff. adviser | 50% | 0.89% | Russell Investment Management, LLC |
| 14 | 1290 VT Real Estate Portfolio cheaper diff. adviser | 48% | 0.65% | Equitable Investment Management Group, LLC |
| 15 | DWS RREEF Global Real Estate Securities Fund · RRGAX, RRGCX, RRGTX, RRGIX, RRGRX cheaper diff. adviser | 48% | 0.79% | DWS Investment Management Americas, Inc. |
| 16 | AB Global Real Estate Investment Fund II · ARIIX cheaper diff. adviser | 48% | 0.79% | AllianceBernstein L.P. |
| 17 | VY(R) CBRE Global Real Estate Portfolio · ICRNX, IRGIX, IRGTX, IRGSX diff. adviser | 48% | 0.90% | Voya Investments, LLC |
| 18 | PGIM Global Real Estate Fund · PURCX, PURZX, PURAX, PURRX, PGRQX, PUREX, PURGX cheaper diff. adviser | 48% | 0.81% | PGIM INVESTMENTS LLC |
| 19 | iShares Developed Real Estate Index Fund cheaper diff. adviser | 48% | 0.14% | BlackRock Advisors, LLC |
| 20 | CBRE Global Real Estate Portfolio cheaper diff. adviser | 47% | 0.65% | Brighthouse Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.