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 | DFA Short-Term Extended Quality Portfolio | 49% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA Short-Duration Real Return Portfolio | 43% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 3 | DFA TARGETED CREDIT PORTFOLIO | 26% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 4 | DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFGBX | 23% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Dimensional VA Global Bond Portfolio | 21% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 6 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 16% | 0.15% | BlackRock Fund Advisors |
| 7 | DFA Intermediate-Term Extended Quality Portfolio | 16% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 8 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 14% | 0.15% | SSGA Funds Management, Inc. |
| 9 | Dimensional Short-Duration Fixed Income ETF · DFSD cheaper | 14% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 10 | DFA Investment Grade Portfolio | 10% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 11 | DFA Social Fixed Income Portfolio | 10% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 12 | DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFGFX cheaper | 10% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 13 | DFA Commodity Strategy Portfolio | 8% | 0.32% | DIMENSIONAL FUND ADVISORS LP |
| 14 | SA Global Fixed Income Fund diff. adviser | 8% | 0.51% | Focus Partners Advisor Solutions, LLC |
| 15 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper | 8% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 16 | DFA Global Sustainability Fixed Income Portfolio | 8% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Dimensional Ultrashort Fixed Income ETF · DUSB cheaper | 7% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 18 | SA U.S. Fixed Income Fund diff. adviser | 7% | 0.40% | Focus Partners Advisor Solutions, LLC |
| 19 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 7% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | Dimensional Global Sustainability Fixed Income ETF · DFSB | 6% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
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