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 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX diff. adviser | 64% | 0.86% | Columbia Management Investment Advisers, LLC |
| 2 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX diff. adviser | 64% | 0.75% | Voya Investments, LLC |
| 3 | Virtus Duff & Phelps Real Estate Securities Series diff. adviser | 63% | 0.85% | Virtus Investment Advisers, LLC |
| 4 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX | 62% | 0.79% | — |
| 5 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 62% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 6 | LVIP Nomura U.S. REIT Fund diff. adviser | 62% | 0.83% | Lincoln Financial Investments Corporation |
| 7 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 60% | 0.08% | SSGA Funds Management, Inc. |
| 8 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 60% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 9 | PROFUND VP REAL ESTATE diff. adviser | 60% | 1.68% | ProFund Advisors LLC |
| 10 | Real Estate Portfolio diff. adviser | 60% | 0.79% | Pacific Life Fund Advisors LLC |
| 11 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 60% | 0.32% | BlackRock Fund Advisors |
| 12 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 60% | 0.08% | BlackRock Fund Advisors |
| 13 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX diff. adviser | 59% | 0.78% | Nuveen Fund Advisors, LLC |
| 14 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper diff. adviser | 59% | 0.66% | Franklin Advisers, Inc. |
| 15 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX diff. adviser | 59% | 0.81% | American Century Investment Management, Inc. |
| 16 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 59% | 0.82% | Columbia Management Investment Advisers, LLC |
| 17 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 58% | 1.01% | SSGA Funds Management, Inc. |
| 18 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 58% | 0.07% | Charles Schwab Investment Management, Inc. |
| 19 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 58% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 20 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 58% | 0.54% | DWS Investment Management Americas, Inc. |
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