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 | Real Estate Fund diff. adviser | 20% | 1.74% | Security Investors, LLC |
| 2 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 20% | 1.66% | Security Investors, LLC |
| 3 | Diversified Real Assets Fund cheaper diff. adviser | 20% | 0.86% | John Hancock Investment Management LLC |
| 4 | SA Real Estate Securities Fund cheaper diff. adviser | 19% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 5 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 19% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 19% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 7 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 19% | 0.00% | BlackRock Fund Advisors |
| 8 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 19% | 0.07% | Charles Schwab Investment Management, Inc. |
| 9 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 19% | 0.25% | SSGA Funds Management, Inc. |
| 10 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 19% | 0.08% | Fidelity Management & Research Company LLC |
| 11 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO cheaper diff. adviser | 19% | 0.89% | Thrivent Financial for Lutherans |
| 12 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 19% | 0.08% | BlackRock Fund Advisors |
| 13 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper diff. adviser | 19% | 0.08% | The Vanguard Group, Inc. |
| 14 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 19% | 0.07% | Fidelity Management & Research Company LLC |
| 15 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 19% | 0.07% | Fidelity Management & Research Company LLC |
| 16 | REAL ESTATE INDEX PORTFOLIO cheaper diff. adviser | 19% | 0.26% | The Vanguard Group, Inc. |
| 17 | Tax-Managed Real Assets Fund · RTXAX, RTXCX, RTXMX, RTXSX cheaper diff. adviser | 19% | 0.97% | Russell Investment Management, LLC |
| 18 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 19% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 19 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper diff. adviser | 18% | 0.66% | Franklin Advisers, Inc. |
| 20 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 18% | 0.49% | First Trust Advisors L.P. |
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