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 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX cheaper | 89% | 0.77% | Cromwell Investment Advisors, LLC |
| 2 | CTIVP - CenterSquare Real Estate Fund cheaper | 83% | 0.82% | Columbia Management Investment Advisers, LLC |
| 3 | State Street Real Estate Securities V.I.S. Fund · SSRSX | 82% | 1.01% | SSGA Funds Management, Inc. |
| 4 | REAL ESTATE INDEX PORTFOLIO cheaper | 69% | 0.26% | The Vanguard Group, Inc. |
| 5 | SA Real Estate Securities Fund cheaper | 68% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 6 | Fidelity MSCI Real Estate Index ETF · FREL cheaper | 68% | 0.08% | Fidelity Management & Research Company LLC |
| 7 | JNL/Mellon Real Estate Sector Fund cheaper | 68% | 0.31% | Jackson National Asset Management, LLC |
| 8 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO cheaper | 68% | 0.89% | Thrivent Financial for Lutherans |
| 9 | Schwab U.S. REIT ETF · SCHH cheaper | 68% | 0.07% | Charles Schwab Investment Management, Inc. |
| 10 | NEOS Real Estate High Income ETF · IYRI cheaper | 67% | 0.68% | NEOS Investment Management, LLC |
| 11 | iShares U.S. Real Estate ETF · IYR cheaper | 67% | 0.38% | BlackRock Fund Advisors |
| 12 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper | 67% | 0.00% | BlackRock Fund Advisors |
| 13 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper | 67% | 0.08% | The Vanguard Group, Inc. |
| 14 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper | 67% | 0.66% | Franklin Advisers, Inc. |
| 15 | Dimensional US Real Estate ETF · DFAR cheaper | 67% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 16 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper | 66% | 0.08% | SSGA Funds Management, Inc. |
| 17 | Fidelity Real Estate Index Fund · FSRNX cheaper | 66% | 0.07% | Fidelity Management & Research Company LLC |
| 18 | PROFUND VP REAL ESTATE | 66% | 1.68% | ProFund Advisors LLC |
| 19 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper | 66% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper | 66% | 0.50% | Teachers Advisors, LLC |
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