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 | VanEck Mortgage REIT Income ETF · MORT cheaper diff. adviser | 31% | 0.42% | Van Eck Associates Corporation |
| 2 | iShares Mortgage Real Estate ETF · REM cheaper diff. adviser | 30% | 0.48% | BlackRock Fund Advisors |
| 3 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX | 28% | 4.16% | — |
| 4 | WisdomTree Private Credit and Alternative Income Fund · HYIN diff. adviser | 27% | 4.34% | WisdomTree Asset Management, Inc. |
| 5 | Hoya Capital High Dividend Yield ETF · RIET cheaper diff. adviser | 22% | 0.50% | Hoya Capital Real Estate, LLC |
| 6 | Harbor AlphaEdge Next Generation REITs ETF · AREA cheaper diff. adviser | 19% | 0.50% | Harbor Capital Advisors, Inc. |
| 7 | NETLease Corporate Real Estate ETF · NETL diff. adviser | 14% | 0.60% | Exchange Traded Concepts, LLC |
| 8 | ALPS REIT Dividend Dogs ETF · RDOG cheaper diff. adviser | 14% | 0.35% | ALPS Advisors, Inc. |
| 9 | Global X SuperDividend ETF · SDIV | 12% | 0.58% | Global X Management Company LLC |
| 10 | Invesco KBW Premium Yield Equity REIT ETF · KBWY cheaper diff. adviser | 12% | 0.35% | Invesco Capital Management LLC |
| 11 | Cambria Global Real Estate ETF · BLDG diff. adviser | 12% | 0.59% | Cambria Investment Management, L.P. |
| 12 | iREIT - MarketVector Quality REIT Index ETF · IRET diff. adviser | 12% | 0.60% | Tidal Investments LLC |
| 13 | Invesco KBW High Dividend Yield Financial ETF · KBWD diff. adviser | 11% | 5.39% | Invesco Capital Management LLC |
| 14 | AdvisorShares Hotel ETF · BEDZ diff. adviser | 11% | 0.99% | AdvisorShares Investments, LLC |
| 15 | Columbia Research Enhanced Real Estate ETF · CRED cheaper diff. adviser | 10% | 0.33% | Columbia Management Investment Advisers, LLC |
| 16 | Schwab Global Real Estate Fund · SWASX diff. adviser | 10% | 0.72% | Charles Schwab Investment Management, Inc. |
| 17 | The Gabelli Focused Growth and Income Fund · GWSAX, GWSCX, GWSVX, GWSIX diff. adviser | 10% | 0.80% | Gabelli Funds, LLC |
| 18 | LoCorr Spectrum Income Fund · LSPAX, LSPCX, LSPIX diff. adviser | 9% | 3.61% | LoCorr Fund Management LLC |
| 19 | NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC | 9% | — | — |
| 20 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND · SOAAX, SACRX, SOIAX diff. adviser | 9% | 1.30% | Spirit of America Management Corp. |
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