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 | LifeX 2050 Longevity Income ETF diff. adviser | 31% | 0.25% | Stone Ridge Asset Management LLC |
| 2 | LifeX 2060 Longevity Income ETF diff. adviser | 19% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | LifeX Durable Income ETF diff. adviser | 17% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | iShares 10-20 Year Treasury Bond ETF · TLH | 17% | 0.15% | BlackRock Fund Advisors |
| 5 | LifeX 2065 Longevity Income ETF diff. adviser | 17% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2055 Longevity Income ETF diff. adviser | 17% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | Guardian Total Return Bond VIP Fund diff. adviser | 12% | 0.82% | Park Avenue Institutional Advisers LLC |
| 8 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 11% | 0.00% | T. Rowe Price Associates, Inc. |
| 9 | PIMCO U.S. Government and Short-Term Investments Portfolio diff. adviser | 10% | — | Pacific Investment Management Company LLC |
| 10 | Thornburg Core Plus Bond ETF · TPLS diff. adviser | 10% | 0.45% | Thornburg Investment Management, Inc. |
| 11 | Harbor Disciplined Bond ETF · AGGS diff. adviser | 9% | 0.35% | Harbor Capital Advisors, Inc. |
| 12 | Bond Fund · APBDX, AIBNX, AABOX diff. adviser | 9% | 0.49% | Cavanal Hill Investment Management, Inc. |
| 13 | Guardian Core Fixed Income VIP Fund diff. adviser | 9% | 0.52% | Park Avenue Institutional Advisers LLC |
| 14 | Frost Total Return Bond Fund · FAJEX, FIJEX, FATRX diff. adviser | 8% | 0.46% | FROST INVESTMENT ADVISORS, LLC |
| 15 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 8% | 0.03% | SSGA Funds Management, Inc. |
| 16 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 17 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | iShares U.S. Long Government Bond Index Fund | 8% | 0.10% | BlackRock Fund Advisors |
| 19 | PSF PGIM Total Return Bond Portfolio diff. adviser | 8% | 0.43% | PGIM INVESTMENTS LLC |
| 20 | Vident U.S. Bond Strategy ETF · VBND diff. adviser | 8% | 0.41% | Vident Asset Management |
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