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 | Credit Suisse Commodity Return Strategy Fund · CRSOX, CRSAX, CRSCX | 61% | 0.80% | UBS Asset Management (Americas) LLC |
| 2 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 36% | 0.05% | WisdomTree Digital Management, Inc. |
| 3 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper diff. adviser | 36% | 0.15% | BlackRock Fund Advisors |
| 4 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 20% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 5 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 19% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 6 | WisdomTree Floating Rate Treasury Fund · USFR cheaper diff. adviser | 19% | 0.15% | WisdomTree Asset Management, Inc. |
| 7 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper diff. adviser | 18% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 8 | GMO High Yield Fund · GHVIX, GMOZX cheaper diff. adviser | 18% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 9 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX cheaper diff. adviser | 18% | 0.41% | Christian Brothers Investment Services, Inc. |
| 10 | Dimensional VA Short-Term Fixed Portfolio cheaper diff. adviser | 17% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Dimensional Core Fixed Income ETF · DFCF cheaper diff. adviser | 16% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 12 | GMO U.S. Treasury Fund · GUSTX cheaper diff. adviser | 15% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
| 13 | Invesco Variable Rate Investment Grade ETF · VRIG cheaper diff. adviser | 15% | 0.30% | Invesco Capital Management LLC |
| 14 | GMO Implementation Fund · GIMFX cheaper diff. adviser | 15% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 15 | GMO Benchmark-Free Fund · GBFFX cheaper diff. adviser | 15% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 16 | BrandywineGLOBAL - Global Opportunities Bond Fund · GOBAX, GOBCX, GOBFX, LBORX, GOBIX, GOBSX, LGOCX cheaper diff. adviser | 14% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | BrandywineGLOBAL-U.S. Fixed Income ETF cheaper diff. adviser | 13% | 0.39% | Franklin Advisers, Inc. |
| 18 | AB Ultra Short Income ETF · YEAR cheaper diff. adviser | 12% | 0.25% | AllianceBernstein L.P. |
| 19 | GMO MAC Implementation Fund · GMIHX cheaper | 11% | 0.02% | — |
| 20 | Regan Total Return Income Fund · RCTRX, RCIRX | 11% | 0.99% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.