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 | WisdomTree Floating Rate Treasury Fund · USFR | 50% | 0.15% | WisdomTree Asset Management, Inc. |
| 2 | BrandywineGLOBAL-U.S. Fixed Income ETF | 32% | 0.39% | Franklin Advisers, Inc. |
| 3 | iShares Treasury Floating Rate Bond ETF · TFLO | 25% | 0.15% | BlackRock Fund Advisors |
| 4 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX | 24% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | BrandywineGLOBAL - Global Opportunities Bond Fund · GOBAX, GOBCX, GOBFX, LBORX, GOBIX, GOBSX, LGOCX | 24% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX | 18% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 7 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX | 18% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX | 13% | 0.41% | Christian Brothers Investment Services, Inc. |
| 9 | VY BrandyWineGLOBAL - Bond Portfolio · VGSBX | 13% | 0.58% | Voya Investments, LLC |
| 10 | GMO Implementation Fund · GIMFX | 12% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 11 | GMO High Yield Fund · GHVIX, GMOZX | 12% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 12 | Commodity Return Strategy Portfolio · CCRSX, CCRRX | 11% | 0.80% | UBS Asset Management (Americas) LLC |
| 13 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX | 11% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 14 | Columbia Mortgage Opportunities Fund · CLMAX, CLMCX, CLMVX, CLMZX, CMOYX, CLMDX | 10% | 0.69% | Columbia Management Investment Advisers, LLC |
| 15 | GMO Benchmark-Free Fund · GBFFX | 10% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 16 | GMO U.S. Treasury Fund · GUSTX | 9% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
| 17 | Invesco Variable Rate Investment Grade ETF · VRIG | 9% | 0.30% | Invesco Capital Management LLC |
| 18 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX | 8% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 19 | 1290 Diversified Bond Fund · TNUAX, TNUIX, TNURX | 8% | 0.50% | Equitable Investment Management, LLC |
| 20 | American Beacon Diversified Fund · ZABDFX | 7% | — | American Beacon Advisors, Inc. |
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