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 | Fidelity Real Estate Index Fund · FSRNX cheaper diff. adviser | 97% | 0.07% | Fidelity Management & Research Company LLC |
| 2 | Fidelity SAI Real Estate Index Fund · FESIX cheaper diff. adviser | 97% | 0.07% | Fidelity Management & Research Company LLC |
| 3 | REAL ESTATE INDEX PORTFOLIO | 95% | 0.26% | The Vanguard Group, Inc. |
| 4 | Fidelity MSCI Real Estate Index ETF · FREL diff. adviser | 95% | 0.08% | Fidelity Management & Research Company LLC |
| 5 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 90% | 0.00% | BlackRock Fund Advisors |
| 6 | JNL/Mellon Real Estate Sector Fund diff. adviser | 89% | 0.31% | Jackson National Asset Management, LLC |
| 7 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 89% | 0.07% | Charles Schwab Investment Management, Inc. |
| 8 | VANGUARD REAL ESTATE INDEX FUND · VGSIX, VGSLX, VGSNX, VNQ | 85% | 0.11% | The Vanguard Group, Inc. |
| 9 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 85% | 0.89% | Thrivent Financial for Lutherans |
| 10 | NEOS Real Estate High Income ETF · IYRI diff. adviser | 85% | 0.68% | NEOS Investment Management, LLC |
| 11 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX diff. adviser | 85% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 12 | SA Real Estate Securities Fund diff. adviser | 85% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 13 | iShares U.S. Real Estate ETF · IYR diff. adviser | 85% | 0.38% | BlackRock Fund Advisors |
| 14 | Dimensional US Real Estate ETF · DFAR diff. adviser | 84% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 15 | iShares Core U.S. REIT ETF · USRT diff. adviser | 79% | 0.08% | BlackRock Fund Advisors |
| 16 | First Trust S&P REIT Index Fund · FRI diff. adviser | 79% | 0.49% | First Trust Advisors L.P. |
| 17 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE diff. adviser | 77% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 18 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 74% | 1.66% | Security Investors, LLC |
| 19 | Real Estate Fund diff. adviser | 74% | 1.74% | Security Investors, LLC |
| 20 | Dimensional Global Real Estate ETF · DFGR diff. adviser | 74% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
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