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 Global Credit ETF · DGCB cheaper | 35% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA Global Core Plus Fixed Income Portfolio | 31% | 0.23% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Dimensional Global ex US Core Fixed Income ETF · DFGX cheaper | 29% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Dimensional Global Sustainability Fixed Income ETF · DFSB | 28% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Dimensional Core Fixed Income ETF · DFCF cheaper | 24% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DFA Global Core Plus Real Return Portfolio | 23% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 7 | DFA Investment Grade Portfolio cheaper | 10% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 8 | DFA Intermediate-Term Extended Quality Portfolio cheaper | 10% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 9 | DFA Global Sustainability Fixed Income Portfolio | 9% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 10 | SA Global Fixed Income Fund diff. adviser | 9% | 0.51% | Focus Partners Advisor Solutions, LLC |
| 11 | DFA Social Fixed Income Portfolio | 7% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Invesco Core Fixed Income ETF diff. adviser | 6% | 0.26% | Invesco Capital Management LLC |
| 13 | Invesco Total Return Bond ETF · GTO diff. adviser | 6% | 0.35% | Invesco Capital Management LLC |
| 14 | PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund diff. adviser | 6% | 0.71% | Pacific Investment Management Company LLC |
| 15 | LORD ABBETT BOND DEBENTURE FUND INC · LBNDX, BDLAX, LBNPX, LBNYX, LBDFX, LBNQX, LBNRX, LBNSX, LBNTX, LBNVX, LBNOX diff. adviser | 6% | 0.62% | Lord, Abbett & Co. LLC |
| 16 | Dimensional Short-Duration Fixed Income ETF · DFSD cheaper | 6% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Bond-Debenture Portfolio diff. adviser | 5% | 0.99% | Lord, Abbett & Co. LLC |
| 18 | iShares 10+ Year Investment Grade Corporate Bond ETF · IGLB cheaper diff. adviser | 5% | 0.04% | BlackRock Fund Advisors |
| 19 | iShares U.S. Long Credit Bond Index Fund cheaper diff. adviser | 5% | 0.12% | BlackRock Fund Advisors |
| 20 | Invesco Agency MBS ETF | 5% | 0.22% | — |
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