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 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX cheaper | 56% | 0.63% | T. Rowe Price Associates, Inc. |
| 2 | GLOBAL REAL ESTATE FUND · VGREX diff. adviser | 51% | 0.90% | The Variable Annuity Life Insurance Company |
| 3 | Global Real Estate Securities Fund · POSAX, POSIX, PGRSX, PGRKX, PGRUX diff. adviser | 51% | 0.90% | Principal Global Investors, LLC |
| 4 | Virtus Duff & Phelps Global Real Estate Securities Fund · VGSAX, VGSCX, VGISX, VRGEX | 49% | 0.87% | — |
| 5 | MFS Global Real Estate Fund · MGLAX, MGLDX, MGLCX, MGLIX, MGLJX, MGLKX, MGLLX, MGLMX, MGLRX diff. adviser | 49% | 0.84% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | VY(R) CBRE Global Real Estate Portfolio · ICRNX, IRGIX, IRGTX, IRGSX diff. adviser | 49% | 0.90% | Voya Investments, LLC |
| 7 | MFS Global Real Estate Portfolio diff. adviser | 49% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND · SOAAX, SACRX, SOIAX diff. adviser | 48% | 1.30% | Spirit of America Management Corp. |
| 9 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 48% | 0.50% | Teachers Advisors, LLC |
| 10 | Nuveen Life Real Estate Securities Select Fund · TLRSX cheaper diff. adviser | 48% | 0.57% | Teachers Advisors, LLC |
| 11 | CBRE Global Real Estate Portfolio cheaper diff. adviser | 48% | 0.65% | Brighthouse Investment Advisers, LLC |
| 12 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 48% | 0.08% | BlackRock Fund Advisors |
| 13 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX diff. adviser | 47% | 0.78% | Nuveen Fund Advisors, LLC |
| 14 | AEW Global Focused Real Estate Fund · NRFAX, NRCFX, NRFYX, NRFNX, NRETX diff. adviser | 47% | 0.85% | AEW Capital Management, L.P. |
| 15 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 47% | 0.32% | BlackRock Fund Advisors |
| 16 | Franklin Global Real Estate VIP Fund diff. adviser | 47% | 1.00% | Franklin Advisers, Inc. |
| 17 | LVIP Nomura U.S. REIT Fund diff. adviser | 47% | 0.83% | Lincoln Financial Investments Corporation |
| 18 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 47% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 19 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 46% | 0.30% | Empower Capital Management, LLC |
| 20 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 46% | 0.25% | SSGA Funds Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.