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 | SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF · CERY cheaper | 36% | 0.28% | SSGA Funds Management, Inc. |
| 2 | Fidelity Series 5+ Year Inflation-Protected Bond Index Fund · FSTDX cheaper diff. adviser | 36% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | Schwab Treasury Inflation Protected Securities Index Fund · SWRSX cheaper diff. adviser | 35% | 0.05% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab U.S. TIPS ETF · SCHP cheaper diff. adviser | 35% | 0.03% | Charles Schwab Investment Management, Inc. |
| 5 | VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF · VTP cheaper diff. adviser | 35% | 0.05% | The Vanguard Group, Inc. |
| 6 | Lincoln Partners Group Royalty Fund | 34% | — | — |
| 7 | CAZ GP Stakes Fund | 34% | — | — |
| 8 | Potomac Managed Volatility Fund · CRMVX, SDMVX diff. adviser | 34% | 1.66% | Potomac Fund Management, Inc. |
| 9 | American Century Quality Convertible Securities ETF · QCON cheaper | 34% | 0.32% | — |
| 10 | American Century Quality Preferred ETF · QPFF cheaper | 34% | 0.32% | — |
| 11 | Fidelity Inflation-Protected Bond Index Fund · FIPDX cheaper diff. adviser | 34% | 0.05% | Fidelity Management & Research Company LLC |
| 12 | State Street(R) SPDR(R) Portfolio TIPS ETF · SPIP cheaper | 34% | 0.12% | SSGA Funds Management, Inc. |
| 13 | WisdomTree TIPS Digital Fund · TIPSX cheaper diff. adviser | 34% | 0.05% | WisdomTree Digital Management, Inc. |
| 14 | Fidelity SAI Inflation-Protected Bond Index Fund · FSPWX cheaper diff. adviser | 34% | 0.05% | Fidelity Management & Research Company LLC |
| 15 | PIMCO Real Return Portfolio diff. adviser | 33% | — | Pacific Investment Management Company LLC |
| 16 | Inflation Protection Fund · PIFPX, PBPPX, PIPJX, PIPIX cheaper diff. adviser | 33% | 0.11% | Principal Global Investors, LLC |
| 17 | BlackRock Inflation Protected Bond Portfolio diff. adviser | 32% | 1.04% | BlackRock Advisors, LLC |
| 18 | VANGUARD INFLATION-PROTECTED SECURITIES FUND · VIPSX, VAIPX, VIPIX cheaper diff. adviser | 32% | 0.07% | The Vanguard Group, Inc. |
| 19 | Global X Interest Rate Volatility & Inflation Hedge ETF · IRVH cheaper diff. adviser | 31% | 0.45% | Global X Management Company LLC |
| 20 | T. Rowe Price Inflation Protected Bond Fund, Inc. · PRIPX, TIIPX, TRZHX cheaper diff. adviser | 30% | 0.00% | T. Rowe Price Associates, Inc. |
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