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 | BrandywineGLOBAL-U.S. Fixed Income ETF cheaper diff. adviser | 34% | 0.39% | Franklin Advisers, Inc. |
| 2 | 1290 Diversified Bond Fund · TNUAX, TNUIX, TNURX cheaper diff. adviser | 28% | 0.50% | Equitable Investment Management, LLC |
| 3 | WisdomTree Floating Rate Treasury Fund · USFR cheaper diff. adviser | 26% | 0.15% | WisdomTree Asset Management, Inc. |
| 4 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 5 | VY BrandyWineGLOBAL - Bond Portfolio · VGSBX diff. adviser | 24% | 0.58% | Voya Investments, LLC |
| 6 | GMO MAC Implementation Fund · GMIHX cheaper | 24% | 0.02% | — |
| 7 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 20% | 0.05% | WisdomTree Digital Management, Inc. |
| 8 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX cheaper diff. adviser | 19% | 0.41% | Christian Brothers Investment Services, Inc. |
| 9 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 18% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 10 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 18% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 11 | EQ/Core Plus Bond Portfolio diff. adviser | 15% | 0.68% | Equitable Investment Management Group, LLC |
| 12 | Commodity Return Strategy Portfolio · CCRSX, CCRRX diff. adviser | 14% | 0.80% | UBS Asset Management (Americas) LLC |
| 13 | GMO Implementation Fund · GIMFX cheaper diff. adviser | 13% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 14 | GMO High Yield Fund · GHVIX, GMOZX cheaper diff. adviser | 13% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 15 | GMO U.S. Treasury Fund · GUSTX cheaper diff. adviser | 12% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
| 16 | GMO Benchmark-Free Fund · GBFFX diff. adviser | 11% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 17 | BrandywineGLOBAL-Global Income Opportunities Fund Inc | 11% | — | — |
| 18 | BrandywineGLOBAL - Flexible Bond Fund · LFLAX, LFLCX, LFLIX, LFLSX | 11% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | American Beacon Diversified Fund · ZABDFX diff. adviser | 10% | — | American Beacon Advisors, Inc. |
| 20 | Invesco Variable Rate Investment Grade ETF · VRIG cheaper diff. adviser | 9% | 0.30% | Invesco Capital Management LLC |
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