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 | Commodity Return Strategy Portfolio · CCRSX, CCRRX cheaper | 11% | 0.80% | UBS Asset Management (Americas) LLC |
| 2 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper | 9% | 0.15% | BlackRock Fund Advisors |
| 3 | Dimensional Core Fixed Income ETF · DFCF cheaper | 9% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 4 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | Credit Suisse Commodity Return Strategy Fund · CRSOX, CRSAX, CRSCX cheaper | 9% | 0.80% | UBS Asset Management (Americas) LLC |
| 6 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX cheaper | 8% | 0.41% | Christian Brothers Investment Services, Inc. |
| 7 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper | 8% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Invesco Variable Rate Investment Grade ETF · VRIG cheaper | 7% | 0.30% | Invesco Capital Management LLC |
| 9 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper | 7% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 10 | GMO High Yield Fund · GHVIX, GMOZX cheaper | 7% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 11 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper | 6% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 12 | GMO Benchmark-Free Fund · GBFFX cheaper | 6% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 13 | GMO Implementation Fund · GIMFX cheaper | 6% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 14 | WisdomTree Floating Rate Treasury Fund · USFR cheaper | 6% | 0.15% | WisdomTree Asset Management, Inc. |
| 15 | Dimensional VA Short-Term Fixed Portfolio cheaper | 6% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 16 | American Beacon Diversified Fund · ZABDFX | 6% | — | American Beacon Advisors, Inc. |
| 17 | DFA Investment Grade Portfolio cheaper | 5% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 18 | BrandywineGLOBAL - Global Opportunities Bond Fund · GOBAX, GOBCX, GOBFX, LBORX, GOBIX, GOBSX, LGOCX cheaper | 5% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | GMO MAC Implementation Fund · GMIHX cheaper | 5% | 0.02% | — |
| 20 | GMO Alternative Allocation Fund · GAAVX, GAAKX, GAAGX | 5% | 2.03% | Grantham Mayo van Otterloo & Co LLC |
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