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 | Free Market U.S. Equity Fund · FMUEX cheaper | 63% | 0.76% | Matson Money, Inc. |
| 2 | Dimensional VA Equity Allocation Portfolio cheaper diff. adviser | 30% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Global Small Company Portfolio cheaper diff. adviser | 15% | 0.42% | DIMENSIONAL FUND ADVISORS LP |
| 4 | LVIP Dimensional U.S. Equity Managed Volatility Fund cheaper diff. adviser | 14% | 0.61% | Lincoln Financial Investments Corporation |
| 5 | DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 14% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 14% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 7 | DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 14% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 8 | DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 14% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 9 | DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 14% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 10 | DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 14% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Dimensional 2065 Target Date Retirement Income Fund cheaper diff. adviser | 14% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Dimensional 2070 Target Date Retirement Income Fund · DFARX cheaper diff. adviser | 14% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 13 | DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 13% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 14 | DIMENSIONAL 2020 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 9% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 15 | DIMENSIONAL 2025 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 9% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 16 | DIMENSIONAL 2015 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 8% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 17 | DIMENSIONAL RETIREMENT INCOME FUND cheaper diff. adviser | 7% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 18 | SA U.S. Core Market Fund cheaper diff. adviser | 5% | 0.69% | Focus Partners Advisor Solutions, LLC |
| 19 | Dimensional VA Global Moderate Allocation Portfolio cheaper diff. adviser | 2% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Symmetry Panoramic US Equity Fund · SPUSX cheaper diff. adviser | 2% | 0.65% | Symmetry Partners, LLC |
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