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 | VANGUARD REAL ESTATE II INDEX FUND · VRTPX cheaper | 85% | 0.08% | The Vanguard Group, Inc. |
| 2 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 85% | 0.07% | Fidelity Management & Research Company LLC |
| 3 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 85% | 0.07% | Fidelity Management & Research Company LLC |
| 4 | REAL ESTATE INDEX PORTFOLIO | 84% | 0.26% | The Vanguard Group, Inc. |
| 5 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 83% | 0.08% | Fidelity Management & Research Company LLC |
| 6 | JNL/Mellon Real Estate Sector Fund diff. adviser | 78% | 0.31% | Jackson National Asset Management, LLC |
| 7 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 77% | 0.00% | BlackRock Fund Advisors |
| 8 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 77% | 0.07% | Charles Schwab Investment Management, Inc. |
| 9 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX diff. adviser | 75% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 10 | SA Real Estate Securities Fund diff. adviser | 75% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 11 | Dimensional US Real Estate ETF · DFAR diff. adviser | 74% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 12 | iShares U.S. Real Estate ETF · IYR diff. adviser | 74% | 0.38% | BlackRock Fund Advisors |
| 13 | NEOS Real Estate High Income ETF · IYRI diff. adviser | 74% | 0.68% | NEOS Investment Management, LLC |
| 14 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 74% | 0.89% | Thrivent Financial for Lutherans |
| 15 | Dimensional Global Real Estate ETF · DFGR diff. adviser | 71% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 16 | DFA Global Real Estate Securities Portfolio diff. adviser | 69% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 68% | 1.66% | Security Investors, LLC |
| 18 | Real Estate Fund diff. adviser | 68% | 1.74% | Security Investors, LLC |
| 19 | Avantis Real Estate ETF · AVRE | 68% | 0.17% | — |
| 20 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 68% | 0.08% | BlackRock Fund Advisors |
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