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 | Invesco KBW Premium Yield Equity REIT ETF · KBWY diff. adviser | 54% | 0.35% | Invesco Capital Management LLC |
| 2 | Hoya Capital High Dividend Yield ETF · RIET diff. adviser | 37% | 0.50% | Hoya Capital Real Estate, LLC |
| 3 | NETLease Corporate Real Estate ETF · NETL diff. adviser | 30% | 0.60% | Exchange Traded Concepts, LLC |
| 4 | iREIT - MarketVector Quality REIT Index ETF · IRET diff. adviser | 28% | 0.60% | Tidal Investments LLC |
| 5 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 24% | 1.66% | Security Investors, LLC |
| 6 | Real Estate Fund diff. adviser | 24% | 1.74% | Security Investors, LLC |
| 7 | Columbia Research Enhanced Real Estate ETF · CRED cheaper diff. adviser | 22% | 0.33% | Columbia Management Investment Advisers, LLC |
| 8 | SA Real Estate Securities Fund diff. adviser | 22% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 9 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 22% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Harbor AlphaEdge Next Generation REITs ETF · AREA diff. adviser | 22% | 0.50% | Harbor Capital Advisors, Inc. |
| 11 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 22% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 12 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 21% | 0.00% | BlackRock Fund Advisors |
| 13 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 21% | 0.07% | Charles Schwab Investment Management, Inc. |
| 14 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 21% | 0.08% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 21% | 0.07% | Fidelity Management & Research Company LLC |
| 16 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 21% | 0.07% | Fidelity Management & Research Company LLC |
| 17 | Invesco S&P 500 Equal Weight Real Estate ETF · RSPR diff. adviser | 21% | 0.40% | Invesco Capital Management LLC |
| 18 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 20% | 0.08% | The Vanguard Group, Inc. |
| 19 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 20% | 0.26% | The Vanguard Group, Inc. |
| 20 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 20% | 0.89% | Thrivent Financial for Lutherans |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.