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 | Brandes Separately Managed Account Reserve Trust Fund · SMARX cheaper | 67% | 0.00% | Brandes Investment Partners, L.P. |
| 2 | Amplify BlackSwan Growth & Treasury Core ETF | 11% | 0.49% | — |
| 3 | Amplify BlackSwan ISWN ETF · ISWN | 11% | 0.49% | — |
| 4 | DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO · DFIGX cheaper diff. adviser | 9% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 5 | LifeX 2050 Longevity Income ETF cheaper diff. adviser | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2055 Longevity Income ETF cheaper diff. adviser | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | LifeX 2060 Longevity Income ETF cheaper diff. adviser | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | RiverFront Dynamic Core Income ETF · RFCI diff. adviser | 8% | 0.51% | ALPS Advisors, Inc. |
| 9 | RiverFront Strategic Income Fund · RIGS diff. adviser | 8% | 0.46% | ALPS Advisors, Inc. |
| 10 | DWS Global Macro Fund · DBISX, DBICX, DBIVX, MGINX, DBIWX diff. adviser | 7% | 0.87% | DWS Investment Management Americas, Inc. |
| 11 | LifeX Durable Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | LifeX 2065 Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 13 | iShares iBonds Dec 2031 Term Treasury ETF · IBTL cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 14 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 15 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 6% | 0.05% | BlackRock Fund Advisors |
| 17 | JNL/JPMorgan U.S. Government & Quality Bond Fund diff. adviser | 6% | 0.40% | Jackson National Asset Management, LLC |
| 18 | Core Bond Series · EXCRX, EXCIX, MCBZX, MCBWX cheaper diff. adviser | 6% | 0.05% | Manning & Napier Advisors, LLC |
| 19 | Western Asset Total Return Unconstrained Fund · WAARX, WARIX, WAASX, WAUAX, WAUCX, WAURX diff. adviser | 6% | 0.67% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 6% | 0.04% | J.P. Morgan Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.