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 | 69% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA TWO-YEAR FIXED INCOME PORTFOLIO · DFCFX | 42% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 3 | DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFGFX | 35% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 4 | iShares Treasury Floating Rate Bond ETF · TFLO diff. adviser | 22% | 0.15% | BlackRock Fund Advisors |
| 5 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX | 21% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 6 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 20% | 0.05% | WisdomTree Digital Management, Inc. |
| 7 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX | 20% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Commodity Return Strategy Portfolio · CCRSX, CCRRX diff. adviser | 18% | 0.80% | UBS Asset Management (Americas) LLC |
| 9 | Credit Suisse Commodity Return Strategy Fund · CRSOX, CRSAX, CRSCX diff. adviser | 16% | 0.80% | UBS Asset Management (Americas) LLC |
| 10 | GMO High Yield Fund · GHVIX, GMOZX diff. adviser | 15% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 11 | WisdomTree Floating Rate Treasury Fund · USFR diff. adviser | 14% | 0.15% | WisdomTree Asset Management, Inc. |
| 12 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX diff. adviser | 14% | 0.41% | Christian Brothers Investment Services, Inc. |
| 13 | DFA Short-Term Extended Quality Portfolio | 13% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 14 | GMO Implementation Fund · GIMFX diff. adviser | 13% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 15 | Invesco Variable Rate Investment Grade ETF · VRIG diff. adviser | 12% | 0.30% | Invesco Capital Management LLC |
| 16 | SA U.S. Fixed Income Fund diff. adviser | 11% | 0.40% | Focus Partners Advisor Solutions, LLC |
| 17 | Dimensional Core Fixed Income ETF · DFCF | 10% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 18 | GMO Benchmark-Free Fund · GBFFX diff. adviser | 10% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 19 | GMO Multi-Sector Fixed Income Fund · GUGAX, GPBFX diff. adviser | 9% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 20 | DFA Short-Duration Real Return Portfolio | 9% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
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