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 | PIMCO Long-Term Real Return Fund · PRAIX, PRTPX | 52% | 2.28% | Pacific Investment Management Company LLC |
| 2 | Upar Ultra Risk Parity ETF · UPAR diff. adviser | 47% | 0.65% | Tidal Investments LLC |
| 3 | Northern Trust 2055 Inflation-Linked Distributing Ladder ETF · TIPD cheaper diff. adviser | 41% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | Rpar Risk Parity ETF · RPAR diff. adviser | 30% | 0.51% | Tidal Investments LLC |
| 5 | Fidelity Series 5+ Year Inflation-Protected Bond Index Fund · FSTDX cheaper diff. adviser | 27% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | LifeX 2055 Inflation-Protected Longevity Income ETF diff. adviser | 22% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | Nationwide Inflation-Protected Securities Fund · NIFAX, NIFIX, NWXNX diff. adviser | 20% | 0.30% | Nationwide Fund Advisors |
| 8 | DFA LTIP PORTFOLIO cheaper diff. adviser | 20% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 9 | Inflation Protected Fund · VCTPX diff. adviser | 19% | 0.54% | The Variable Annuity Life Insurance Company |
| 10 | Northern Trust 2045 Inflation-Linked Distributing Ladder ETF · TIPC cheaper diff. adviser | 19% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · TIPZ | 17% | 0.20% | Pacific Investment Management Company LLC |
| 12 | American Funds Inflation Linked Bond Fund · BFIAX, CNLFX, RILAX, RILBX, RILCX, RILDX, RILEX, RILFX, BFICX, BFIFX, BFIGX, CNLAX, CNLCX, CNLEX, RILGX, RILHX, FILBX, TLIBX, TILBX, FIBLX, FLIBX diff. adviser | 16% | 0.29% | Capital Research and Management Company |
| 13 | Goldman Sachs Access Inflation Protected USD Bond ETF · GTIP cheaper diff. adviser | 15% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 14 | State Street(R) SPDR(R) Portfolio TIPS ETF · SPIP cheaper diff. adviser | 15% | 0.12% | SSGA Funds Management, Inc. |
| 15 | LifeX 2050 Inflation-Protected Longevity Income ETF diff. adviser | 15% | 0.25% | Stone Ridge Asset Management LLC |
| 16 | LifeX 2060 Inflation-Protected Longevity Income ETF diff. adviser | 15% | 0.25% | Stone Ridge Asset Management LLC |
| 17 | MFS Inflation-Adjusted Bond Fund · MIAAX, MIAJX, MIABX, MIACX, MIAIX, MIALX, MIATX, MIAHX, MIAKX diff. adviser | 14% | 0.41% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Inflation-Adjusted Bond Fund · ACITX, AIAVX, AIANX, AINOX, AIARX, AIAHX, AIAYX, AIADX, AINGX cheaper diff. adviser | 14% | 0.08% | American Century Investment Management, Inc. |
| 19 | Global X Interest Rate Volatility & Inflation Hedge ETF · IRVH diff. adviser | 14% | 0.45% | Global X Management Company LLC |
| 20 | T. Rowe Price Inflation Protected Bond Fund, Inc. · PRIPX, TIIPX, TRZHX cheaper diff. adviser | 14% | 0.00% | T. Rowe Price Associates, Inc. |
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