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 | SA Fidelity Institutional AM Real Estate Portfolio diff. adviser | 46% | 0.83% | SunAmerica Asset Management, LLC |
| 2 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX diff. adviser | 45% | 0.63% | T. Rowe Price Associates, Inc. |
| 3 | Fidelity Real Estate Equity Central Fund | 45% | — | — |
| 4 | Janus Henderson U.S. Real Estate ETF · JRE diff. adviser | 44% | 0.65% | Janus Henderson Investors US LLC |
| 5 | NVIT Real Estate Fund diff. adviser | 43% | 0.92% | Nationwide Fund Advisors |
| 6 | Real Estate Securities Trust · JAJMX, JADBX, JAJLX diff. adviser | 42% | 0.76% | John Hancock Variable Trust Advisers LLC |
| 7 | Real Estate Securities Fund · JIREX, JABIX, JYEBX, JABFX, JABGX | 42% | 0.80% | — |
| 8 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 40% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 9 | Baron Real Estate Income Fund · BRIFX, BRIIX, BRIUX diff. adviser | 39% | 0.80% | BAMCO, Inc. |
| 10 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 39% | 0.30% | Empower Capital Management, LLC |
| 11 | Real Estate Portfolio diff. adviser | 39% | 0.79% | Pacific Life Fund Advisors LLC |
| 12 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX | 39% | 0.79% | — |
| 13 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX diff. adviser | 38% | 0.86% | Columbia Management Investment Advisers, LLC |
| 14 | VIP Real Estate Portfolio diff. adviser | 38% | 0.61% | Fidelity Management & Research Company LLC |
| 15 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX diff. adviser | 38% | 0.75% | Voya Investments, LLC |
| 16 | ALPS Active REIT ETF · REIT diff. adviser | 38% | 0.68% | ALPS Advisors, Inc. |
| 17 | Virtus Duff & Phelps Real Estate Securities Series diff. adviser | 38% | 0.85% | Virtus Investment Advisers, LLC |
| 18 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX diff. adviser | 37% | 0.66% | Franklin Advisers, Inc. |
| 19 | JPMorgan Realty Income ETF · JPRE diff. adviser | 37% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 20 | ETFB Green SRI REITs ETF · RITA diff. adviser | 36% | 0.50% | Exchange Traded Concepts, LLC |
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