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 | Parametric Volatility Risk Premium - Defensive Fund · EIVPX cheaper | 30% | 0.47% | Eaton Vance Management |
| 2 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper diff. adviser | 28% | 0.07% | BlackRock Fund Advisors |
| 3 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 27% | 0.03% | BondBloxx Investment Management Corporation |
| 4 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 26% | 0.06% | DBX Advisors LLC |
| 5 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 26% | 0.07% | The Vanguard Group, Inc. |
| 6 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 24% | 0.08% | Invesco Capital Management LLC |
| 7 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 23% | 0.12% | Global X Management Company LLC |
| 8 | Grant Park Dynamic Allocation Fund diff. adviser | 22% | 1.68% | Dearborn Capital Management |
| 9 | Dunham Dynamic Macro Fund · DAAVX, DCAVX, DNAVX diff. adviser | 21% | 1.50% | Dunham & Associates Investment Counsel, Inc. |
| 10 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 19% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 11 | Grant Park Multi Alternative Strategies Fund · GPAAX, GPACX, GPAIX, GPANX diff. adviser | 15% | 1.58% | Dearborn Capital Management |
| 12 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 15% | 0.15% | BlackRock Fund Advisors |
| 13 | Global Macro Portfolio diff. adviser | 14% | — | Boston Management and Research |
| 14 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper diff. adviser | 14% | 0.57% | Calvert Research and Management |
| 15 | Emerging Markets Local Income Portfolio diff. adviser | 14% | — | Boston Management and Research |
| 16 | Eaton Vance Income Opportunities ETF · XAGG cheaper | 14% | 0.50% | — |
| 17 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper diff. adviser | 13% | 0.14% | SSGA Funds Management, Inc. |
| 18 | abrdn Bloomberg All Commodity Strategy K-1 Free ETF · BCI cheaper diff. adviser | 13% | 0.26% | abrdn Inc. |
| 19 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 12% | 0.03% | BondBloxx Investment Management Corporation |
| 20 | Bramshill Multi-Strategy Income Fund · BDKAX, BDKCX, BDKNX, BDKDX diff. adviser | 12% | 1.20% | Liberty Street Advisors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.