ETFs most similar to FRI
The funds whose holdings overlap First Trust S&P REIT Index Fund the most, by weight. as of Mar 31, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with FRI | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| FRIFirst Trust S&P REIT Index Fund | Real Estate | — | 0.50% | $183M | +6.5% | 2.71% | |
| BBREJPMorgan BetaBuilders MSCI U.S. REIT ETF | Real Estate | 90% | 0.11% | $1.2B | +5.8% | 2.94% | side by side |
| SCHHSchwab U.S. REIT ETF | Real Estate | 89% | 0.07% | $10.7B | +4.9% | 3.05% | side by side |
| DFARDFA Real Estate Securities Portfolio ETF Class Shares | Real Estate | 87% | 0.19% | $1.7B | +4.3% | 3.55% | side by side |
| USRTiShares Core U.S. REIT ETF | Real Estate | 85% | 0.08% | $4.2B | +6.5% | 2.85% | side by side |
| FRELFidelity MSCI Real Estate Index ETF | Real Estate | 82% | 0.08% | $1.4B | +0.7% | 3.54% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.