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 | FlexShares iBoxx 3-Year Target Duration TIPS Index Fund · TDTT diff. adviser | 39% | 0.18% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. · TRBFX, TRLDX, TRPZX cheaper diff. adviser | 32% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | Short Duration Inflation-Protected Income Portfolio diff. adviser | 31% | — | Boston Management and Research |
| 4 | DFA Inflation-Protected Securities Portfolio diff. adviser | 30% | 0.11% | DIMENSIONAL FUND ADVISORS LP |
| 5 | T. Rowe Price U.S. Limited Duration TIPS Index Fund · TLDZX, TLDTX, TLDUX cheaper diff. adviser | 28% | 0.00% | T. Rowe Price Associates, Inc. |
| 6 | Invesco Short Duration Inflation Protected Fund · SHTIX, LMTAX, ALMIX, LMTYX diff. adviser | 28% | 0.30% | Invesco Advisers, Inc. |
| 7 | Western Asset Inflation Indexed Plus Bond Fund · WATPX, WAIIX, WAFSX, WAFAX, WAFCX, WAFRX, LWICX diff. adviser | 27% | 0.69% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | SIIT REAL RETURN FUND · RRPAX diff. adviser | 26% | 0.29% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | SIMT Real Return Fund · SRAAX, SSRIX, SRYRX | 26% | 0.45% | — |
| 10 | Short Duration Inflation Protection Bond Fund · APOIX, APISX, APOAX, APOCX, APORX, APODX, APOHX, APOYX, APOGX cheaper diff. adviser | 25% | 0.05% | American Century Investment Management, Inc. |
| 11 | PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund · STPZ diff. adviser | 25% | 0.20% | Pacific Investment Management Company LLC |
| 12 | Invesco 0-5 Yr US TIPS ETF · PBTP cheaper diff. adviser | 24% | 0.07% | Invesco Capital Management LLC |
| 13 | Fidelity SAI 0-5 Year Inflation-Protected Bond Index Fund · FFNYX cheaper diff. adviser | 22% | 0.05% | Fidelity Management & Research Company LLC |
| 14 | FlexShares iBoxx 5-Year Target Duration TIPS Index Fund · TDTF diff. adviser | 22% | 0.18% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund · FSTZX cheaper diff. adviser | 22% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | iShares Short-Term TIPS Bond Index Fund cheaper diff. adviser | 22% | 0.06% | BlackRock Advisors, LLC |
| 17 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND · VTAPX, VTIP, VTSPX, VTIPX cheaper diff. adviser | 22% | 0.02% | The Vanguard Group, Inc. |
| 18 | Western Asset Inflation-Linked Income Fund | 21% | — | — |
| 19 | Dimensional VIT Inflation-Protected Securities Portfolio diff. adviser | 20% | 0.11% | DIMENSIONAL FUND ADVISORS LP |
| 20 | WisdomTree Efficient TIPS Plus Gold Fund · GDT | 19% | 0.30% | — |
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