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 | Harbor AlphaEdge Next Generation REITs ETF · AREA cheaper diff. adviser | 32% | 0.50% | Harbor Capital Advisors, Inc. |
| 2 | Sterling Capital Real Estate Fund · STMMX, STMOX, STMDX, SCREX diff. adviser | 32% | 0.79% | Sterling Capital Management LLC |
| 3 | Davis Real Estate Fund · RPFRX, DRECX, DREYX cheaper diff. adviser | 32% | 0.74% | Davis Selected Advisers, L.P. |
| 4 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 32% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 5 | Davis Real Estate Portfolio · QDRPAX diff. adviser | 31% | 1.00% | Davis Selected Advisers, L.P. |
| 6 | Principal Real Estate Active Opportunities ETF · BYRE cheaper diff. adviser | 29% | 0.60% | Principal Global Investors, LLC |
| 7 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 28% | 0.82% | Columbia Management Investment Advisers, LLC |
| 8 | Penn Series Real Estate Securities Fund diff. adviser | 27% | 0.97% | Penn Mutual Asset Management, LLC |
| 9 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 27% | 1.01% | SSGA Funds Management, Inc. |
| 10 | Real Estate Securities Fund · PRERX, PREPX, PIREX, PREJX, PRRAX, PRCEX, PFRSX diff. adviser | 27% | 0.81% | Principal Global Investors, LLC |
| 11 | Invesco S&P 500 Equal Weight Real Estate ETF · RSPR cheaper diff. adviser | 27% | 0.40% | Invesco Capital Management LLC |
| 12 | Real Estate Securities Account diff. adviser | 27% | 0.79% | Principal Global Investors, LLC |
| 13 | SFT Real Estate Securities Fund diff. adviser | 27% | 0.96% | Securian Asset Management, Inc. |
| 14 | Columbia Research Enhanced Real Estate ETF · CRED cheaper diff. adviser | 26% | 0.33% | Columbia Management Investment Advisers, LLC |
| 15 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX diff. adviser | 26% | 0.77% | Cromwell Investment Advisors, LLC |
| 16 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX diff. adviser | 26% | 0.95% | Invesco Advisers, Inc. |
| 17 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 26% | 0.54% | DWS Investment Management Americas, Inc. |
| 18 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 26% | 0.99% | — |
| 19 | Real Estate Portfolio diff. adviser | 26% | 0.79% | Pacific Life Fund Advisors LLC |
| 20 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 26% | 0.32% | BlackRock Fund Advisors |
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