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 | JPMorgan BetaBuilders U.S. TIPS 0-5 Year ETF cheaper | 49% | 0.07% | — |
| 2 | LifeX 2053 Inflation-Protected Longevity Income ETF diff. adviser | 26% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | LifeX 2048 Inflation-Protected Longevity Income ETF diff. adviser | 25% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | LifeX 2056 Inflation-Protected Longevity Income ETF diff. adviser | 21% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | LifeX 2059 Inflation-Protected Longevity Income ETF diff. adviser | 20% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2057 Inflation-Protected Longevity Income ETF diff. adviser | 19% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | LifeX 2054 Inflation-Protected Longevity Income ETF diff. adviser | 16% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | LifeX 2058 Inflation-Protected Longevity Income ETF diff. adviser | 15% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | LifeX 2051 Inflation-Protected Longevity Income ETF diff. adviser | 14% | 0.25% | Stone Ridge Asset Management LLC |
| 10 | LifeX 2052 Inflation-Protected Longevity Income ETF diff. adviser | 14% | 0.25% | Stone Ridge Asset Management LLC |
| 11 | LifeX 2049 Inflation-Protected Longevity Income ETF diff. adviser | 14% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | Ionic Inflation Protection ETF | 13% | 0.71% | — |
| 13 | LifeX 2061 Inflation-Protected Longevity Income ETF diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | MFS Prudent Investor Fund · FPPAX, FPPDX, FPPEX, FPPJX, FPPRX, FPPSX, FPPQX, FPPUX, FPPVX diff. adviser | 5% | 0.95% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | LifeX 2064 Inflation-Protected Longevity Income ETF | 4% | 0.25% | — |
| 16 | BNY Mellon Global Dynamic Bond Income Fund · DGDAX, DGDCX, DGDIX, DGDYX diff. adviser | 3% | 0.65% | BNY Mellon Investment Adviser, Inc. |
| 17 | SA Multi-Managed Income Portfolio diff. adviser | 3% | 1.14% | SunAmerica Asset Management, LLC |
| 18 | LifeX 2062 Inflation-Protected Longevity Income ETF diff. adviser | 2% | 0.25% | Stone Ridge Asset Management LLC |
| 19 | LifeX 2063 Inflation-Protected Longevity Income ETF diff. adviser | 2% | 0.25% | Stone Ridge Asset Management LLC |
| 20 | SA PIMCO VCP Tactical Balanced Portfolio diff. adviser | 2% | 0.92% | SunAmerica Asset Management, LLC |
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