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 Commodity Strategy Portfolio | 27% | 0.32% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFGFX | 11% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Virtus AlphaSimplex Global Macro ETF | 11% | — | — |
| 4 | Dimensional Ultrashort Fixed Income ETF · DUSB | 10% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Fidelity Low Duration Bond Factor ETF · FLDR diff. adviser | 10% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | Embark Commodity Strategy Fund · ECSQX, ECSWX diff. adviser | 9% | 0.71% | Harbor Capital Advisors, Inc. |
| 7 | iShares Bloomberg Roll Select Commodity Strategy ETF · CMDY diff. adviser | 9% | 0.28% | BlackRock Fund Advisors |
| 8 | Virtus AlphaSimplex Managed Futures ETF · ASMF diff. adviser | 9% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 9 | DFA TARGETED CREDIT PORTFOLIO | 9% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 10 | DFA Short-Term Extended Quality Portfolio | 9% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 11 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 9% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | iShares Floating Rate Bond ETF · FLOT diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 13 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN diff. adviser | 8% | 0.15% | SSGA Funds Management, Inc. |
| 14 | Princeton Adaptive Premium Fund diff. adviser | 7% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 15 | DFA Short-Duration Real Return Portfolio | 7% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 16 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 7% | 0.14% | Van Eck Associates Corporation |
| 17 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX diff. adviser | 6% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 18 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX diff. adviser | 6% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | DFA TWO-YEAR FIXED INCOME PORTFOLIO · DFCFX | 6% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 20 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX | 5% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
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