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 | Residential REIT ETF · HAUS diff. adviser | 53% | — | Tidal Investments LLC |
| 2 | Nuveen Short-Term REIT ETF · NURE cheaper diff. adviser | 47% | 0.35% | Nuveen Fund Advisors, LLC |
| 3 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 45% | 0.25% | SSGA Funds Management, Inc. |
| 4 | Real Estate Portfolio diff. adviser | 42% | 0.79% | Pacific Life Fund Advisors LLC |
| 5 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 42% | 1.01% | SSGA Funds Management, Inc. |
| 6 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 42% | 0.82% | Columbia Management Investment Advisers, LLC |
| 7 | YieldMax Target 12 Real Estate Option Income ETF · RNTY | 41% | 0.99% | — |
| 8 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 41% | 0.30% | Empower Capital Management, LLC |
| 9 | JPMorgan Realty Income ETF · JPRE diff. adviser | 41% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 10 | iShares Core U.S. REIT ETF · USRT cheaper | 41% | 0.08% | BlackRock Fund Advisors |
| 11 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 41% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 12 | abrdn Real Estate Fund · AIGYX, AIAGX diff. adviser | 41% | 0.99% | abrdn Inc. |
| 13 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX diff. adviser | 40% | 0.63% | T. Rowe Price Associates, Inc. |
| 14 | ETFB Green SRI REITs ETF · RITA diff. adviser | 40% | 0.50% | Exchange Traded Concepts, LLC |
| 15 | LVIP Nomura U.S. REIT Fund diff. adviser | 40% | 0.83% | Lincoln Financial Investments Corporation |
| 16 | Real Estate Securities Fund · PRERX, PREPX, PIREX, PREJX, PRRAX, PRCEX, PFRSX diff. adviser | 40% | 0.81% | Principal Global Investors, LLC |
| 17 | First Trust S&P REIT Index Fund · FRI diff. adviser | 40% | 0.49% | First Trust Advisors L.P. |
| 18 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX diff. adviser | 39% | 0.86% | Columbia Management Investment Advisers, LLC |
| 19 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 39% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 20 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND · SOAAX, SACRX, SOIAX diff. adviser | 38% | 1.30% | Spirit of America Management Corp. |
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