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 | EQ/Quality Bond PLUS Portfolio diff. adviser | 19% | 0.60% | Equitable Investment Management Group, LLC |
| 2 | EQ/Intermediate Government Bond Portfolio diff. adviser | 19% | 0.37% | Equitable Investment Management Group, LLC |
| 3 | DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO · DFIGX cheaper diff. adviser | 13% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 4 | PRAXIS IMPACT BOND FUND · MIIAX, MIIIX diff. adviser | 10% | 0.46% | Everence Capital Management, Inc. |
| 5 | DFA Investment Grade Portfolio cheaper diff. adviser | 9% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 6 | EQ/AB Short Duration Government Bond Portfolio diff. adviser | 7% | 0.52% | Equitable Investment Management Group, LLC |
| 7 | DFA Social Fixed Income Portfolio diff. adviser | 7% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Eventide Limited-Term Bond Fund · ETABX, ETCBX, ETIBX, ETNBX | 7% | 0.45% | — |
| 9 | iShares Enhanced Short-Term Bond Active ETF | 7% | 0.20% | BlackRock Fund Advisors |
| 10 | Long Duration Bond Fund · RMHAX, RMHCX, RMHRX, RMHSX, RMHTX, RMHYX diff. adviser | 7% | 0.29% | Russell Investment Management, LLC |
| 11 | The Fairholme Focused Income Fund · FOCIX diff. adviser | 6% | 1.01% | Fairholme Capital Management, LLC |
| 12 | Princeton Adaptive Premium Fund diff. adviser | 6% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 13 | 2x Ether ETF · ETHU diff. adviser | 6% | 2.67% | Volatility Shares LLC |
| 14 | Twin Oak Endure ETF | 6% | 0.49% | — |
| 15 | Transamerica Market Participation Strategy VP diff. adviser | 6% | 0.73% | Transamerica Asset Management, Inc. |
| 16 | Domini Impact Bond Fund · DSBFX, DSBIX, DSBYX diff. adviser | 6% | 0.57% | Domini Impact Investments LLC |
| 17 | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · AGGY cheaper diff. adviser | 6% | 0.12% | WisdomTree Asset Management, Inc. |
| 18 | Eventide Core Bond Fund · ETNRX, ETARX, ETCRX, ETIRX | 6% | 0.48% | — |
| 19 | Puerto Rico Residents Tax-Free Fund V, Inc. | 6% | — | — |
| 20 | Puerto Rico Residents Tax-Free Fund IV, Inc. | 5% | — | — |
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