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 | Baron Real Estate Fund · BREFX, BREIX, BREUX cheaper diff. adviser | 18% | 1.05% | BAMCO, Inc. |
| 2 | Davis Real Estate Fund · RPFRX, DRECX, DREYX cheaper diff. adviser | 14% | 0.74% | Davis Selected Advisers, L.P. |
| 3 | Davis Real Estate Portfolio · QDRPAX cheaper diff. adviser | 14% | 1.00% | Davis Selected Advisers, L.P. |
| 4 | Fidelity Real Estate Investment ETF · FPRO cheaper diff. adviser | 14% | 0.57% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Real Estate Investment Portfolio · FRESX, FRVJX, FRVHX, FRVBX, FRVDX, FRVEX cheaper diff. adviser | 14% | 0.56% | Fidelity Management & Research Company LLC |
| 6 | Fidelity SAI Real Estate Fund · FSRJX cheaper diff. adviser | 14% | 0.56% | Fidelity Management & Research Company LLC |
| 7 | Third Avenue International Real Estate Value Fund · REIZX, REIFX cheaper | 13% | 1.01% | Third Avenue Management LLC |
| 8 | Global Real Estate Fund · ARYVX, ARYNX, ARYMX, ARYTX, ARYWX, ARYDX, ARYYX, ARYGX, ACIWX cheaper diff. adviser | 13% | 0.00% | American Century Investment Management, Inc. |
| 9 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 13% | 0.07% | Fidelity Management & Research Company LLC |
| 10 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 13% | 0.07% | Fidelity Management & Research Company LLC |
| 11 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 13% | 0.08% | The Vanguard Group, Inc. |
| 12 | Fidelity Advisor Real Estate Fund · FHEAX, FHECX, FHETX, FHEIX, FIKJX cheaper diff. adviser | 13% | 0.63% | Fidelity Management & Research Company LLC |
| 13 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper diff. adviser | 13% | 0.66% | Franklin Advisers, Inc. |
| 14 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 13% | 1.66% | Security Investors, LLC |
| 15 | NEOS Real Estate High Income ETF · IYRI cheaper diff. adviser | 13% | 0.68% | NEOS Investment Management, LLC |
| 16 | Real Estate Fund diff. adviser | 13% | 1.74% | Security Investors, LLC |
| 17 | iShares U.S. Real Estate ETF · IYR cheaper diff. adviser | 13% | 0.38% | BlackRock Fund Advisors |
| 18 | TCW Global Real Estate Fund · TGREX, TGRYX cheaper diff. adviser | 13% | 0.90% | TCW Investment Management Company LLC |
| 19 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX cheaper diff. adviser | 12% | 0.81% | American Century Investment Management, Inc. |
| 20 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 12% | 0.08% | Fidelity Management & Research Company LLC |
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