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 | Dimensional VA Short-Term Fixed Portfolio cheaper | 46% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper | 42% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 3 | DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFGFX cheaper | 35% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 4 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 13% | 0.15% | SSGA Funds Management, Inc. |
| 5 | DFA Short-Term Extended Quality Portfolio cheaper | 13% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DFA Commodity Strategy Portfolio | 11% | 0.32% | DIMENSIONAL FUND ADVISORS LP |
| 7 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 11% | 0.15% | BlackRock Fund Advisors |
| 8 | SA Global Fixed Income Fund diff. adviser | 8% | 0.51% | Focus Partners Advisor Solutions, LLC |
| 9 | DFA Short-Duration Real Return Portfolio | 8% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Dimensional VA Global Bond Portfolio | 7% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Neuberger Berman Commodity Strategy ETF · NBCM diff. adviser | 7% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 12 | DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFGBX | 7% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 13 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 6% | 0.14% | Van Eck Associates Corporation |
| 14 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 6% | 0.15% | Fidelity Management & Research Company LLC |
| 15 | Dimensional Ultrashort Fixed Income ETF · DUSB cheaper | 6% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 16 | DFA Selectively Hedged Global Fixed Income Portfolio cheaper | 6% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 17 | SA U.S. Fixed Income Fund diff. adviser | 6% | 0.40% | Focus Partners Advisor Solutions, LLC |
| 18 | ENHANCED U.S. LARGE COMPANY PORTFOLIO · DFELX cheaper | 6% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 19 | UBS Ultra Short Income Fund · USIAX, USIPX, USDIX diff. adviser | 6% | 0.23% | UBS Asset Management (Americas) LLC |
| 20 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 4% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
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