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 | 94% | 0.79% | Principal Global Investors, LLC |
| 2 | Real Estate Portfolio cheaper diff. adviser | 87% | 0.79% | Pacific Life Fund Advisors LLC |
| 3 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 69% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 4 | Principal Real Estate Active Opportunities ETF · BYRE cheaper | 66% | 0.60% | Principal Global Investors, LLC |
| 5 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 66% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 6 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper diff. adviser | 65% | 0.66% | Franklin Advisers, Inc. |
| 7 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 63% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 8 | Venerable Real Estate Fund | 63% | 0.95% | — |
| 9 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX cheaper diff. adviser | 62% | 0.77% | Cromwell Investment Advisors, LLC |
| 10 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 61% | 0.32% | BlackRock Fund Advisors |
| 11 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX cheaper diff. adviser | 61% | 0.63% | T. Rowe Price Associates, Inc. |
| 12 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 60% | 0.54% | DWS Investment Management Americas, Inc. |
| 13 | Virtus Duff & Phelps Real Estate Securities Series diff. adviser | 60% | 0.85% | Virtus Investment Advisers, LLC |
| 14 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 59% | 0.79% | — |
| 15 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 59% | 0.50% | Teachers Advisors, LLC |
| 16 | Nuveen Life Real Estate Securities Select Fund · TLRSX cheaper diff. adviser | 59% | 0.57% | Teachers Advisors, LLC |
| 17 | Global Real Estate Securities Fund · POSAX, POSIX, PGRSX, PGRKX, PGRUX | 59% | 0.90% | Principal Global Investors, LLC |
| 18 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 58% | 0.89% | Thrivent Financial for Lutherans |
| 19 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 57% | 0.00% | BlackRock Fund Advisors |
| 20 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 57% | 0.08% | SSGA Funds Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.