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 Global Bond Portfolio | 77% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA Selectively Hedged Global Fixed Income Portfolio cheaper | 23% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 3 | DFA Short-Term Extended Quality Portfolio cheaper | 15% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 4 | DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFGFX cheaper | 12% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 5 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 12% | 0.15% | SSGA Funds Management, Inc. |
| 6 | DFA Short-Duration Real Return Portfolio | 11% | 0.22% | 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 | 10% | 0.51% | Focus Partners Advisor Solutions, LLC |
| 9 | DFA Intermediate-Term Extended Quality Portfolio cheaper | 9% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 10 | DFA Global Sustainability Fixed Income Portfolio | 8% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 11 | DFA Social Fixed Income Portfolio | 8% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 12 | DFA Investment Grade Portfolio cheaper | 7% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Dimensional Short-Duration Fixed Income ETF · DFSD cheaper | 7% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Dimensional Global Sustainability Fixed Income ETF · DFSB | 7% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 15 | DFA TWO-YEAR FIXED INCOME PORTFOLIO · DFCFX | 7% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 16 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 6% | 0.14% | Van Eck Associates Corporation |
| 17 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper | 5% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 18 | Dimensional VA Short-Term Fixed Portfolio cheaper | 4% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 4% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | SA U.S. Fixed Income Fund diff. adviser | 3% | 0.40% | Focus Partners Advisor Solutions, LLC |
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