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 2052 Inflation-Protected Longevity Income ETF | 77% | 0.25% | Stone Ridge Asset Management LLC |
| 2 | LifeX 2053 Inflation-Protected Longevity Income ETF | 71% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | LifeX 2051 Inflation-Protected Longevity Income ETF | 68% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | LifeX 2049 Inflation-Protected Longevity Income ETF | 58% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | LifeX 2059 Inflation-Protected Longevity Income ETF | 41% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2058 Inflation-Protected Longevity Income ETF | 34% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | LifeX 2057 Inflation-Protected Longevity Income ETF | 30% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | LifeX 2048 Inflation-Protected Longevity Income ETF | 27% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | LifeX 2056 Inflation-Protected Longevity Income ETF | 21% | 0.25% | Stone Ridge Asset Management LLC |
| 10 | LifeX 2061 Inflation-Protected Longevity Income ETF | 18% | 0.25% | Stone Ridge Asset Management LLC |
| 11 | LifeX 2062 Inflation-Protected Longevity Income ETF | 16% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | Legal & General Commodity Strategy Fund · LCOWX, LCOIX, LCOMX cheaper diff. adviser | 16% | 0.15% | LEGAL & GENERAL Investment Management America Inc. |
| 13 | LifeX 2063 Inflation-Protected Longevity Income ETF | 12% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | LifeX 2064 Inflation-Protected Longevity Income ETF | 4% | 0.25% | — |
| 15 | Multi-Asset Real Return Portfolio · MRJIX, MRJAX, MRJCX, MRJSX diff. adviser | 3% | 0.75% | Morgan Stanley Investment Management Inc. |
| 16 | BNY Mellon Global Dynamic Bond Income Fund · DGDAX, DGDCX, DGDIX, DGDYX diff. adviser | 3% | 0.65% | BNY Mellon Investment Adviser, Inc. |
| 17 | LVIP Macquarie Wealth Builder Fund diff. adviser | 3% | 0.71% | Lincoln Financial Investments Corporation |
| 18 | American Beacon AHL Multi-Alternatives Fund · AHMRX, AHMYX, AHMAX, AHMCX diff. adviser | 2% | 1.23% | American Beacon Advisors, Inc. |
| 19 | LifeX 2052 Longevity Income ETF | 2% | 0.25% | Stone Ridge Asset Management LLC |
| 20 | LifeX 2054 Longevity Income ETF | 2% | 0.25% | Stone Ridge Asset Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.