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 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper diff. adviser | 24% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | The Core Fixed Income Portfolio · HCIIX cheaper diff. adviser | 21% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 3 | iShares LifePath Retirement ETF · IRTR cheaper diff. adviser | 20% | 0.08% | BlackRock Fund Advisors |
| 4 | iShares Total Return Active ETF cheaper diff. adviser | 20% | 0.38% | BlackRock Fund Advisors |
| 5 | BlackRock Total Return V.I. Fund cheaper diff. adviser | 19% | 0.47% | BlackRock Advisors, LLC |
| 6 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 18% | 0.15% | BlackRock Fund Advisors |
| 7 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX diff. adviser | 17% | 0.72% | DWS Investment Management Americas, Inc. |
| 8 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 14% | 0.09% | BlackRock Fund Advisors |
| 9 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 14% | 1.68% | Regents Park Funds, LLC |
| 10 | iShares LifePath Target Date 2035 ETF · ITDC cheaper diff. adviser | 13% | 0.10% | BlackRock Fund Advisors |
| 11 | Guggenheim Total Return Bond Fund · GIBAX, GIBCX, GIBIX, GIBRX, GIBLX cheaper diff. adviser | 13% | 0.42% | Guggenheim Partners Investment Management, LLC |
| 12 | Guggenheim Core Bond Fund · SIUSX, SDICX, GIUSX, SIUPX cheaper diff. adviser | 13% | 0.47% | Guggenheim Partners Investment Management, LLC |
| 13 | BlackRock Total Return Fund cheaper | 13% | 0.37% | — |
| 14 | BlackRock Core Bond Portfolio cheaper diff. adviser | 13% | 0.39% | BlackRock Advisors, LLC |
| 15 | BlackRock Bond Income Portfolio cheaper diff. adviser | 12% | 0.39% | Brighthouse Investment Advisers, LLC |
| 16 | Multimanager Core Bond Portfolio diff. adviser | 10% | 0.68% | Equitable Investment Management Group, LLC |
| 17 | BlackRock 20/80 Target Allocation Fund cheaper diff. adviser | 10% | 0.31% | BlackRock Advisors, LLC |
| 18 | Morningstar Global Income Fund · MSTGX | 10% | 0.74% | Morningstar Investment Management LLC |
| 19 | Fidelity Risk Parity Fund · FAPWX, FAPVX, FAPYX, FAPZX, FAPSX, FAPUX diff. adviser | 10% | 0.68% | Fidelity Diversifying Solutions LLC |
| 20 | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF · COMB cheaper diff. adviser | 9% | 0.25% | GraniteShares Advisors LLC |
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