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 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper diff. adviser | 24% | 0.07% | BlackRock Fund Advisors |
| 2 | Parametric Commodity Strategy Fund · EIPCX, EAPCX cheaper diff. adviser | 21% | 0.67% | Eaton Vance Management |
| 3 | Global Macro Portfolio diff. adviser | 12% | — | Boston Management and Research |
| 4 | Emerging Markets Local Income Portfolio diff. adviser | 12% | — | Boston Management and Research |
| 5 | Grant Park Multi Alternative Strategies Fund · GPAAX, GPACX, GPAIX, GPANX diff. adviser | 12% | 1.58% | Dearborn Capital Management |
| 6 | Grant Park Dynamic Allocation Fund diff. adviser | 12% | 1.68% | Dearborn Capital Management |
| 7 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper diff. adviser | 12% | 0.57% | Calvert Research and Management |
| 8 | Eaton Vance Income Opportunities ETF · XAGG cheaper | 12% | 0.50% | — |
| 9 | Bramshill Multi-Strategy Income Fund · BDKAX, BDKCX, BDKNX, BDKDX cheaper diff. adviser | 12% | 1.20% | Liberty Street Advisors, Inc. |
| 10 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 12% | 0.03% | BondBloxx Investment Management Corporation |
| 11 | International Income Portfolio diff. adviser | 11% | — | Boston Management and Research |
| 12 | Core Bond Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 13 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper diff. adviser | 10% | 0.46% | Calvert Research and Management |
| 14 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX cheaper diff. adviser | 10% | 0.61% | Calvert Research and Management |
| 15 | Reynolds Blue Chip Growth Fund · RBCGX diff. adviser | 10% | 2.01% | Reynolds Capital Management, LLC |
| 16 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 10% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 17 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 10% | 0.12% | Global X Management Company LLC |
| 18 | Eaton Vance Emerging Markets Debt Opportunities Fund · EELDX, EADOX, EIDOX cheaper diff. adviser | 9% | 0.73% | Eaton Vance Management |
| 19 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 9% | 0.08% | Invesco Capital Management LLC |
| 20 | Parametric Volatility Risk Premium - Defensive Fund · EIVPX cheaper diff. adviser | 9% | 0.47% | Eaton Vance Management |
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