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 | DoubleLine Low Duration Bond Fund · DBLSX, DLSNX, DDLDX cheaper diff. adviser | 26% | 0.39% | DoubleLine Capital LP |
| 2 | State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF · STOT cheaper diff. adviser | 23% | 0.45% | SSGA Funds Management, Inc. |
| 3 | Doubleline Shiller Enhanced CAPE · DSEEX, DSENX, DDCPX cheaper diff. adviser | 20% | 0.50% | Doubleline Alternatives LP |
| 4 | JNL/DoubleLine Shiller Enhanced CAPE Fund cheaper diff. adviser | 18% | 0.68% | Jackson National Asset Management, LLC |
| 5 | CrossingBridge Low Duration High Income Fund · CBLVX, CBLDX | 17% | 0.86% | — |
| 6 | Destinations Global Fixed Income Opportunities Fund · DGFFX, DGFZX | 15% | 0.88% | Brinker Capital Investments, LLC |
| 7 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX cheaper diff. adviser | 14% | 0.67% | DoubleLine Capital LP |
| 8 | NVIT iShares Fixed Income ETF Fund cheaper diff. adviser | 14% | 0.22% | Nationwide Fund Advisors |
| 9 | iShares Morningstar Multi-Asset Income ETF · IYLD cheaper diff. adviser | 13% | 0.50% | BlackRock Fund Advisors |
| 10 | State Street(R) DoubleLine(R) Total Return Tactical ETF · TOTL cheaper diff. adviser | 7% | 0.55% | SSGA Funds Management, Inc. |
| 11 | RiverPark Strategic Income Fund · RSIIX, RSIVX | 7% | 1.00% | — |
| 12 | NVIT DoubleLine Total Return Tactical Fund cheaper diff. adviser | 7% | 0.60% | Nationwide Fund Advisors |
| 13 | CrossingBridge Ultra-Short Duration Fund · CBUDX | 6% | 0.92% | — |
| 14 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 5% | 0.15% | BlackRock Fund Advisors |
| 15 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 16 | DoubleLine Global Bond Fund · DBLGX, DLGBX cheaper diff. adviser | 5% | 0.64% | DoubleLine Capital LP |
| 17 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 18 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 19 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 5% | 0.07% | BlackRock Fund Advisors |
| 20 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.