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 | MRP SynthEquity ETF · SNTH diff. adviser | 54% | 0.95% | Tidal Investments LLC |
| 2 | Defensive Market Strategies Fund · GDMYX, GDMZX diff. adviser | 30% | 0.64% | GuideStone Capital Management, LLC |
| 3 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 24% | 0.65% | Pacific Heights Asset Management, LLC |
| 4 | LifeX 2028 Income Bucket ETF cheaper diff. adviser | 18% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 17% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 7 | Lord Abbett Short Duration Core Bond Fund · LDCAX, LDCCX, LDCFX, LSCOX, LSCIX, LDCRX, LSCSX, LSCUX, LDCVX cheaper diff. adviser | 9% | 0.31% | Lord, Abbett & Co. LLC |
| 8 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 8% | 0.03% | BondBloxx Investment Management Corporation |
| 9 | Federated Hermes Short-Term Government Fund · FSGVX, FSGIX cheaper diff. adviser | 8% | 0.37% | Federated Advisory Services Company, Federated Investment Management Company |
| 10 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 11 | Payden U.S. Government Fund · PYUSX diff. adviser | 7% | 0.60% | Payden & Rygel |
| 12 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 7% | 0.00% | Teachers Advisors, LLC |
| 13 | AAM HIMCO Short Duration Income Fund · ASDAX, ASDCX, ASDIX diff. adviser | 6% | 0.60% | ADVISORS ASSET MANAGEMENT, INC. |
| 14 | Franklin Low Duration U.S. Government Securities Fund · FISAX, FCSCX, FAUZX, FAURX, FAUGX cheaper diff. adviser | 6% | 0.56% | Franklin Advisers, Inc. |
| 15 | VELA SHORT DURATION FUND diff. adviser | 5% | 0.64% | VELA Investment Management, LLC |
| 16 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 17 | Small-Cap Plus Bond Alpha Portfolio cheaper diff. adviser | 5% | 0.49% | Pacific Life Fund Advisors LLC |
| 18 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 5% | 0.15% | BlackRock Fund Advisors |
| 19 | International Equity Plus Bond Alpha Portfolio cheaper diff. adviser | 5% | 0.46% | Pacific Life Fund Advisors LLC |
| 20 | Mid-Cap Plus Bond Alpha Portfolio cheaper diff. adviser | 5% | 0.46% | Pacific Life Fund Advisors LLC |
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