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 | Virtus Duff & Phelps Global Real Estate Securities Fund · VGSAX, VGSCX, VGISX, VRGEX cheaper | 77% | 0.87% | — |
| 2 | MFS Global Real Estate Fund · MGLAX, MGLDX, MGLCX, MGLIX, MGLJX, MGLKX, MGLLX, MGLMX, MGLRX cheaper diff. adviser | 66% | 0.84% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Global Real Estate Portfolio diff. adviser | 64% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | PACE Global Real Estate Securities Investments · PREAX, PREQX, PRPTX diff. adviser | 62% | 1.20% | UBS Asset Management (Americas) LLC |
| 5 | 1290 VT Real Estate Portfolio cheaper diff. adviser | 56% | 0.65% | Equitable Investment Management Group, LLC |
| 6 | iShares Global REIT ETF · REET cheaper diff. adviser | 56% | 0.14% | BlackRock Fund Advisors |
| 7 | iShares Developed Real Estate Index Fund cheaper diff. adviser | 56% | 0.14% | BlackRock Advisors, LLC |
| 8 | BNY Mellon Developed Markets Real Estate Securities Fund · DRLAX, DGBCX, DRLIX, DRLYX diff. adviser | 56% | 1.05% | BNY Mellon Investment Adviser, Inc. |
| 9 | SPDR(R) Dow Jones Global Real Estate ETF · RWO cheaper diff. adviser | 55% | 0.50% | SSGA Funds Management, Inc. |
| 10 | Vert Global Sustainable Real Estate ETF · VGSR cheaper diff. adviser | 55% | 0.45% | Vert Asset Management LLC |
| 11 | AB Global Real Estate Investment Fund II · ARIIX cheaper diff. adviser | 55% | 0.79% | AllianceBernstein L.P. |
| 12 | iShares Environmentally Aware Real Estate ETF · ERET cheaper diff. adviser | 54% | 0.30% | BlackRock Fund Advisors |
| 13 | Dimensional Global Real Estate ETF · DFGR cheaper diff. adviser | 54% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Global Real Estate Securities Fund · RIFSX diff. adviser | 54% | 0.91% | Russell Investment Management, LLC |
| 15 | Global Real Estate Securities Fund · RRESX, RRSCX, RREAX, RREYX, RRSRX, RETTX cheaper diff. adviser | 54% | 0.89% | Russell Investment Management, LLC |
| 16 | Avantis Real Estate ETF · AVRE cheaper | 54% | 0.17% | — |
| 17 | Virtus Duff & Phelps Real Estate Securities Series cheaper diff. adviser | 53% | 0.85% | Virtus Investment Advisers, LLC |
| 18 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 53% | 0.79% | — |
| 19 | PGIM Global Real Estate Fund · PURCX, PURZX, PURAX, PURRX, PGRQX, PUREX, PURGX cheaper diff. adviser | 53% | 0.81% | PGIM INVESTMENTS LLC |
| 20 | Franklin Global Real Estate VIP Fund diff. adviser | 52% | 1.00% | Franklin Advisers, Inc. |
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