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 | DFA Investment Grade Portfolio | 30% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA Social Fixed Income Portfolio | 25% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Dimensional Global Core Plus Fixed Income ETF · DFGP | 24% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Dimensional Global Sustainability Fixed Income ETF · DFSB | 20% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Dimensional Global Credit ETF · DGCB | 19% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 6 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 17% | 0.02% | The Vanguard Group, Inc. |
| 7 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 8 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper diff. adviser | 16% | 0.15% | BlackRock Fund Advisors |
| 9 | Commodity Return Strategy Portfolio · CCRSX, CCRRX diff. adviser | 16% | 0.80% | UBS Asset Management (Americas) LLC |
| 10 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 16% | 0.05% | WisdomTree Digital Management, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 16% | 0.03% | SSGA Funds Management, Inc. |
| 12 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 16% | 0.03% | SSGA Funds Management, Inc. |
| 13 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 16% | 0.17% | Columbia Management Investment Advisers, LLC |
| 14 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
| 15 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 15% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | iShares Intermediate Government/Credit Bond ETF · GVI diff. adviser | 15% | 0.20% | BlackRock Fund Advisors |
| 17 | Credit Suisse Commodity Return Strategy Fund · CRSOX, CRSAX, CRSCX diff. adviser | 15% | 0.80% | UBS Asset Management (Americas) LLC |
| 18 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 14% | 0.10% | BlackRock Fund Advisors |
| 19 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 14% | 0.05% | WisdomTree Digital Management, Inc. |
| 20 | iShares Government/Credit Bond ETF · GBF diff. adviser | 14% | 0.20% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.