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 | Fidelity Advisor Real Estate Fund · FHEAX, FHECX, FHETX, FHEIX, FIKJX cheaper diff. adviser | 41% | 0.63% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Real Estate Investment ETF · FPRO cheaper diff. adviser | 40% | 0.57% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Real Estate Investment Portfolio · FRESX, FRVJX, FRVHX, FRVBX, FRVDX, FRVEX cheaper diff. adviser | 40% | 0.56% | Fidelity Management & Research Company LLC |
| 4 | Fidelity SAI Real Estate Fund · FSRJX cheaper diff. adviser | 40% | 0.56% | Fidelity Management & Research Company LLC |
| 5 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 40% | 0.79% | — |
| 6 | Virtus Duff & Phelps Global Real Estate Securities Fund · VGSAX, VGSCX, VGISX, VRGEX cheaper | 40% | 0.87% | — |
| 7 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 40% | 0.08% | SSGA Funds Management, Inc. |
| 8 | Virtus Duff & Phelps Real Estate Securities Series cheaper diff. adviser | 40% | 0.85% | Virtus Investment Advisers, LLC |
| 9 | Venerable Real Estate Fund | 40% | 0.95% | — |
| 10 | PROFUND VP REAL ESTATE diff. adviser | 40% | 1.68% | ProFund Advisors LLC |
| 11 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 40% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 12 | REAL ESTATE ULTRASECTOR PROFUND · REPIX, REPSX diff. adviser | 39% | 1.78% | ProFund Advisors LLC |
| 13 | JNL/Mellon Real Estate Sector Fund cheaper diff. adviser | 39% | 0.31% | Jackson National Asset Management, LLC |
| 14 | SFT Real Estate Securities Fund diff. adviser | 39% | 0.96% | Securian Asset Management, Inc. |
| 15 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 38% | 0.26% | The Vanguard Group, Inc. |
| 16 | NEOS Real Estate High Income ETF · IYRI cheaper diff. adviser | 38% | 0.68% | NEOS Investment Management, LLC |
| 17 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX cheaper diff. adviser | 38% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 18 | Penn Series Real Estate Securities Fund diff. adviser | 38% | 0.97% | Penn Mutual Asset Management, LLC |
| 19 | iShares U.S. Real Estate ETF · IYR cheaper diff. adviser | 37% | 0.38% | BlackRock Fund Advisors |
| 20 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 37% | 0.08% | Fidelity Management & Research Company LLC |
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