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 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 52% | 0.25% | SSGA Funds Management, Inc. |
| 2 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 51% | 0.30% | Empower Capital Management, LLC |
| 3 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX diff. adviser | 50% | 0.78% | Nuveen Fund Advisors, LLC |
| 4 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 49% | 0.49% | First Trust Advisors L.P. |
| 5 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX diff. adviser | 49% | 0.63% | T. Rowe Price Associates, Inc. |
| 6 | ALPS Active REIT ETF · REIT diff. adviser | 48% | 0.68% | ALPS Advisors, Inc. |
| 7 | abrdn Real Estate Fund · AIGYX, AIAGX diff. adviser | 48% | 0.99% | abrdn Inc. |
| 8 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 48% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 9 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX diff. adviser | 48% | 0.86% | Columbia Management Investment Advisers, LLC |
| 10 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX diff. adviser | 48% | 0.75% | Voya Investments, LLC |
| 11 | LVIP Nomura U.S. REIT Fund diff. adviser | 47% | 0.83% | Lincoln Financial Investments Corporation |
| 12 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX diff. adviser | 47% | 0.50% | Teachers Advisors, LLC |
| 13 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 47% | 0.08% | BlackRock Fund Advisors |
| 14 | Nuveen Life Real Estate Securities Select Fund · TLRSX diff. adviser | 47% | 0.57% | Teachers Advisors, LLC |
| 15 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX | 47% | 0.79% | — |
| 16 | Virtus Duff & Phelps Real Estate Securities Series diff. adviser | 47% | 0.85% | Virtus Investment Advisers, LLC |
| 17 | Real Estate Portfolio diff. adviser | 47% | 0.79% | Pacific Life Fund Advisors LLC |
| 18 | NVIT Real Estate Fund diff. adviser | 46% | 0.92% | Nationwide Fund Advisors |
| 19 | Real Estate Securities Trust · JAJMX, JADBX, JAJLX diff. adviser | 46% | 0.76% | John Hancock Variable Trust Advisers LLC |
| 20 | Real Estate Securities Fund · JIREX, JABIX, JYEBX, JABFX, JABGX | 46% | 0.80% | — |
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