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 | Commodity Return Strategy Portfolio · CCRSX, CCRRX | 61% | 0.80% | UBS Asset Management (Americas) LLC |
| 2 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper diff. adviser | 33% | 0.15% | BlackRock Fund Advisors |
| 3 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 21% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 4 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 20% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 18% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper diff. adviser | 16% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 7 | Dimensional Core Fixed Income ETF · DFCF cheaper diff. adviser | 15% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Dimensional VA Short-Term Fixed Portfolio cheaper diff. adviser | 14% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 9 | GMO High Yield Fund · GHVIX, GMOZX cheaper diff. adviser | 11% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 10 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 10% | 0.12% | Global X Management Company LLC |
| 12 | Invesco Variable Rate Investment Grade ETF · VRIG cheaper diff. adviser | 10% | 0.30% | Invesco Capital Management LLC |
| 13 | GMO Implementation Fund · GIMFX cheaper diff. adviser | 10% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 14 | GMO Benchmark-Free Fund · GBFFX cheaper diff. adviser | 10% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 15 | WisdomTree Floating Rate Treasury Fund · USFR cheaper diff. adviser | 10% | 0.15% | WisdomTree Asset Management, Inc. |
| 16 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX cheaper diff. adviser | 10% | 0.41% | Christian Brothers Investment Services, Inc. |
| 17 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | Regan Total Return Income Fund · RCTRX, RCIRX | 9% | 0.99% | — |
| 19 | DFA Investment Grade Portfolio cheaper diff. adviser | 9% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 20 | GMO U.S. Treasury Fund · GUSTX cheaper diff. adviser | 9% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
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