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 | VY(R) CBRE Global Real Estate Portfolio · ICRNX, IRGIX, IRGTX, IRGSX diff. adviser | 48% | 0.90% | Voya Investments, LLC |
| 2 | CBRE Global Real Estate Portfolio cheaper diff. adviser | 48% | 0.65% | Brighthouse Investment Advisers, LLC |
| 3 | 1290 VT Real Estate Portfolio cheaper diff. adviser | 44% | 0.65% | Equitable Investment Management Group, LLC |
| 4 | iShares Developed Real Estate Index Fund cheaper diff. adviser | 44% | 0.14% | BlackRock Advisors, LLC |
| 5 | BNY Mellon Developed Markets Real Estate Securities Fund · DRLAX, DGBCX, DRLIX, DRLYX diff. adviser | 43% | 1.05% | BNY Mellon Investment Adviser, Inc. |
| 6 | Global Real Estate Securities Fund · RRESX, RRSCX, RREAX, RREYX, RRSRX, RETTX diff. adviser | 43% | 0.89% | Russell Investment Management, LLC |
| 7 | Global Real Estate Securities Fund · RIFSX diff. adviser | 43% | 0.91% | Russell Investment Management, LLC |
| 8 | iShares Environmentally Aware Real Estate ETF · ERET cheaper diff. adviser | 43% | 0.30% | BlackRock Fund Advisors |
| 9 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 43% | 0.08% | BlackRock Fund Advisors |
| 10 | iShares Global REIT ETF · REET cheaper diff. adviser | 42% | 0.14% | BlackRock Fund Advisors |
| 11 | SA Real Estate Securities Fund diff. adviser | 42% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 12 | Avantis Real Estate ETF · AVRE cheaper | 42% | 0.17% | — |
| 13 | Dimensional Global Real Estate ETF · DFGR cheaper diff. adviser | 41% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 41% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 15 | LVIP Nomura U.S. REIT Fund diff. adviser | 41% | 0.83% | Lincoln Financial Investments Corporation |
| 16 | GLOBAL REAL ESTATE FUND · VGREX diff. adviser | 41% | 0.90% | The Variable Annuity Life Insurance Company |
| 17 | SPDR(R) Dow Jones Global Real Estate ETF · RWO cheaper diff. adviser | 41% | 0.50% | SSGA Funds Management, Inc. |
| 18 | abrdn Global Premier Properties Fund | 41% | — | — |
| 19 | Virtus Duff & Phelps Global Real Estate Securities Fund · VGSAX, VGSCX, VGISX, VRGEX | 41% | 0.87% | — |
| 20 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 41% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
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