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 | Nuveen Life Real Estate Securities Select Fund · TLRSX | 98% | 0.57% | Teachers Advisors, LLC |
| 2 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX diff. adviser | 87% | 0.78% | Nuveen Fund Advisors, LLC |
| 3 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 72% | 0.89% | Thrivent Financial for Lutherans |
| 4 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 70% | 0.07% | Charles Schwab Investment Management, Inc. |
| 5 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 70% | 0.26% | The Vanguard Group, Inc. |
| 6 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX diff. adviser | 70% | 0.54% | DWS Investment Management Americas, Inc. |
| 7 | SA Real Estate Securities Fund diff. adviser | 70% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 8 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 70% | 0.31% | Jackson National Asset Management, LLC |
| 9 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 70% | 0.00% | BlackRock Fund Advisors |
| 10 | iShares U.S. Real Estate ETF · IYR cheaper diff. adviser | 70% | 0.38% | BlackRock Fund Advisors |
| 11 | NEOS Real Estate High Income ETF · IYRI diff. adviser | 69% | 0.68% | NEOS Investment Management, LLC |
| 12 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 69% | 0.08% | Fidelity Management & Research Company LLC |
| 13 | Venerable Real Estate Fund | 68% | 0.95% | — |
| 14 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 68% | 0.08% | The Vanguard Group, Inc. |
| 15 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX diff. adviser | 68% | 0.81% | American Century Investment Management, Inc. |
| 16 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 68% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 68% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 18 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX diff. adviser | 67% | 0.66% | Franklin Advisers, Inc. |
| 19 | Knights of Columbus Real Estate Fund · KCRIX, KCRVX, KCRSX diff. adviser | 67% | 1.00% | Knights of Columbus Asset Advisors LLC |
| 20 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 67% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.