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 2053 Longevity Income ETF | 90% | 0.25% | Stone Ridge Asset Management LLC |
| 2 | LifeX 2052 Longevity Income ETF | 87% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | LifeX 2051 Longevity Income ETF | 83% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | LifeX 2049 Longevity Income ETF | 76% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | LifeX 2048 Longevity Income ETF | 73% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2057 Longevity Income ETF | 69% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | LifeX 2056 Longevity Income ETF | 68% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | LifeX 2058 Longevity Income ETF | 63% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | LifeX 2059 Longevity Income ETF | 62% | 0.25% | Stone Ridge Asset Management LLC |
| 10 | LifeX 2061 Longevity Income ETF | 54% | 0.25% | Stone Ridge Asset Management LLC |
| 11 | LifeX 2062 Longevity Income ETF | 52% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | LifeX 2063 Longevity Income ETF | 49% | 0.25% | Stone Ridge Asset Management LLC |
| 13 | LifeX 2064 Longevity Income ETF | 35% | 0.25% | — |
| 14 | LifeX 2045 Term Income ETF | 35% | 0.25% | — |
| 15 | LifeX 2040 Term Income ETF | 22% | 0.25% | — |
| 16 | VALUE LINE CORE BOND FUND · VAGIX diff. adviser | 8% | 0.80% | EULAV Asset Management |
| 17 | SA BlackRock VCP Global Multi Asset Portfolio diff. adviser | 7% | 0.92% | SunAmerica Asset Management, LLC |
| 18 | Parnassus Fixed Income Fund · PRFIX, PFPLX diff. adviser | 6% | 0.39% | Parnassus Investments, LLC |
| 19 | BNY Mellon Intermediate Bond Fund · MPIBX, MIIDX diff. adviser | 5% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 20 | VictoryShares WestEnd Economic Cycle Bond ETF · BMDL diff. adviser | 5% | 0.40% | Victory Capital Management Inc. |
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