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 Real Estate Securities Series | 98% | 0.85% | Virtus Investment Advisers, LLC |
| 2 | Venerable Real Estate Fund | 69% | 0.95% | — |
| 3 | Virtus Duff & Phelps Global Real Estate Securities Fund · VGSAX, VGSCX, VGISX, VRGEX | 67% | 0.87% | — |
| 4 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX | 65% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 5 | CTIVP - CenterSquare Real Estate Fund | 65% | 0.82% | Columbia Management Investment Advisers, LLC |
| 6 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper | 65% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 7 | State Street Real Estate Securities V.I.S. Fund · SSRSX | 65% | 1.01% | SSGA Funds Management, Inc. |
| 8 | Real Estate Portfolio | 64% | 0.79% | Pacific Life Fund Advisors LLC |
| 9 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper | 64% | 0.75% | Voya Investments, LLC |
| 10 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX cheaper | 63% | 0.78% | Nuveen Fund Advisors, LLC |
| 11 | ALPS Active REIT ETF · REIT cheaper | 62% | 0.68% | ALPS Advisors, Inc. |
| 12 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX cheaper | 62% | 0.77% | Cromwell Investment Advisors, LLC |
| 13 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper | 62% | 0.66% | Franklin Advisers, Inc. |
| 14 | LVIP Nomura U.S. REIT Fund | 62% | 0.83% | Lincoln Financial Investments Corporation |
| 15 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper | 61% | 0.30% | Empower Capital Management, LLC |
| 16 | First Trust S&P REIT Index Fund · FRI cheaper | 60% | 0.49% | First Trust Advisors L.P. |
| 17 | Real Estate Securities Account | 60% | 0.79% | Principal Global Investors, LLC |
| 18 | Janus Henderson U.S. Real Estate ETF · JRE cheaper | 60% | 0.65% | Janus Henderson Investors US LLC |
| 19 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper | 60% | 0.25% | SSGA Funds Management, Inc. |
| 20 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX | 60% | 0.86% | Columbia Management Investment Advisers, LLC |
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