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 | Dimensional Global Real Estate ETF · DFGR diff. adviser | 86% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Avantis Real Estate ETF · AVRE | 84% | 0.17% | — |
| 3 | iShares Developed Real Estate Index Fund diff. adviser | 84% | 0.14% | BlackRock Advisors, LLC |
| 4 | 1290 VT Real Estate Portfolio diff. adviser | 83% | 0.65% | Equitable Investment Management Group, LLC |
| 5 | SPDR(R) Dow Jones Global Real Estate ETF · RWO diff. adviser | 82% | 0.50% | SSGA Funds Management, Inc. |
| 6 | iShares Environmentally Aware Real Estate ETF · ERET | 80% | 0.30% | BlackRock Fund Advisors |
| 7 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper | 70% | 0.00% | BlackRock Fund Advisors |
| 8 | iShares Core U.S. REIT ETF · USRT cheaper | 69% | 0.08% | BlackRock Fund Advisors |
| 9 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 69% | 0.07% | Charles Schwab Investment Management, Inc. |
| 10 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 69% | 0.08% | The Vanguard Group, Inc. |
| 11 | First Trust S&P REIT Index Fund · FRI diff. adviser | 69% | 0.49% | First Trust Advisors L.P. |
| 12 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 69% | 0.07% | Fidelity Management & Research Company LLC |
| 13 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 69% | 0.07% | Fidelity Management & Research Company LLC |
| 14 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 69% | 0.08% | Fidelity Management & Research Company LLC |
| 15 | REAL ESTATE INDEX PORTFOLIO diff. adviser | 69% | 0.26% | The Vanguard Group, Inc. |
| 16 | SA Real Estate Securities Fund diff. adviser | 69% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 17 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 69% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 18 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX diff. adviser | 68% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Dimensional US Real Estate ETF · DFAR diff. adviser | 68% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 20 | VANGUARD REAL ESTATE INDEX FUND · VGSIX, VGSLX, VGSNX, VNQ cheaper diff. adviser | 66% | 0.11% | The Vanguard Group, Inc. |
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