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 2048 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 22% | 0.25% | Stone Ridge Asset Management LLC |
| 2 | LifeX 2058 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 18% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | LifeX 2057 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 16% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | MassMutual Select T. Rowe Price Real Assets Fund · MMRFX cheaper | 13% | 0.00% | — |
| 5 | LifeX 2062 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 12% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | PSF NATURAL RESOURCES PORTFOLIO cheaper diff. adviser | 10% | 0.51% | PGIM INVESTMENTS LLC |
| 7 | LifeX 2059 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 10% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | AST T. Rowe Price Natural Resources Portfolio diff. adviser | 9% | 1.06% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | Otter Creek Long/Short Opportunity Fund · OTTRX, OTCRX diff. adviser | 8% | 2.07% | Otter Creek Advisors LLC |
| 10 | LifeX 2061 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 11 | LifeX 2056 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | LifeX 2063 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 13 | VictoryShares International Volatility Wtd ETF · CIL cheaper diff. adviser | 6% | 0.45% | Victory Capital Management Inc. |
| 14 | LVIP Macquarie Wealth Builder Fund cheaper diff. adviser | 5% | 0.71% | Lincoln Financial Investments Corporation |
| 15 | Victory US Enhanced Vol Wtd Index · CUHAX, CUHCX, CUHIX diff. adviser | 5% | 0.76% | Victory Capital Management Inc. |
| 16 | AB Global Risk Allocation-Moderate Portfolio cheaper diff. adviser | 5% | 0.53% | AllianceBernstein L.P. |
| 17 | LVIP Invesco Select Equity Income Managed Volatility Fund cheaper diff. adviser | 5% | 0.58% | Lincoln Financial Investments Corporation |
| 18 | Global X S&P 500 ESG Covered Call ETF cheaper diff. adviser | 5% | 0.60% | Global X Management Company LLC |
| 19 | Parametric Dividend Income Fund · EAPDX, EIPDX cheaper diff. adviser | 4% | 0.41% | Eaton Vance Management |
| 20 | Victory 500 Index VIP Series cheaper diff. adviser | 4% | 0.28% | Victory Capital Management Inc. |
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