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 | American Beacon Ionic Inflation Protection ETF · CPII diff. adviser | 50% | 0.70% | American Beacon Advisors, Inc. |
| 2 | F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF · RBIL | 24% | 0.17% | — |
| 3 | Invesco 0-5 Yr US TIPS ETF · PBTP cheaper diff. adviser | 20% | 0.07% | Invesco Capital Management LLC |
| 4 | Fidelity SAI 0-5 Year Inflation-Protected Bond Index Fund · FFNYX cheaper diff. adviser | 20% | 0.05% | Fidelity Management & Research Company LLC |
| 5 | Short Duration Inflation Protection Bond Fund · APOIX, APISX, APOAX, APOCX, APORX, APODX, APOHX, APOYX, APOGX cheaper diff. adviser | 20% | 0.05% | American Century Investment Management, Inc. |
| 6 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND · VTAPX, VTIP, VTSPX, VTIPX cheaper diff. adviser | 20% | 0.02% | The Vanguard Group, Inc. |
| 7 | iShares Short-Term TIPS Bond Index Fund cheaper diff. adviser | 20% | 0.06% | BlackRock Advisors, LLC |
| 8 | Northern Trust 2030 Inflation-Linked Distributing Ladder ETF · TIPA diff. adviser | 20% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund · FSTZX cheaper diff. adviser | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | iShares 0-5 Year TIPS Bond ETF · STIP cheaper | 20% | 0.03% | BlackRock Fund Advisors |
| 11 | WisdomTree Efficient TIPS Plus Gold Fund · GDT | 19% | 0.30% | — |
| 12 | T. Rowe Price U.S. Limited Duration TIPS Index Fund · TLDZX, TLDTX, TLDUX cheaper diff. adviser | 17% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | SIMT Real Return Fund · SRAAX, SSRIX, SRYRX | 17% | 0.45% | — |
| 14 | SIIT REAL RETURN FUND · RRPAX diff. adviser | 17% | 0.29% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | Short Duration Inflation-Protected Income Portfolio diff. adviser | 17% | — | Boston Management and Research |
| 16 | T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. · TRBFX, TRLDX, TRPZX cheaper diff. adviser | 17% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | WisdomTree Inflation Plus Fund · WTIP diff. adviser | 16% | 0.65% | WisdomTree Asset Management, Inc. |
| 18 | PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund · STPZ diff. adviser | 16% | 0.20% | Pacific Investment Management Company LLC |
| 19 | AB Bond Inflation Strategy · ABNAX, ABNCX, ABNYX, ABNOX, ANBIX, ABNTX, ABNZX diff. adviser | 15% | 0.58% | AllianceBernstein L.P. |
| 20 | Invesco Short Duration Inflation Protected Fund · SHTIX, LMTAX, ALMIX, LMTYX diff. adviser | 15% | 0.30% | Invesco Advisers, Inc. |
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