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 | Invesco Short Duration Inflation Protected Fund · SHTIX, LMTAX, ALMIX, LMTYX diff. adviser | 78% | 0.30% | Invesco Advisers, Inc. |
| 2 | SIIT REAL RETURN FUND · RRPAX diff. adviser | 78% | 0.29% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SIMT Real Return Fund · SRAAX, SSRIX, SRYRX | 77% | 0.45% | — |
| 4 | iShares Short-Term TIPS Bond Index Fund cheaper diff. adviser | 71% | 0.06% | BlackRock Advisors, LLC |
| 5 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND · VTAPX, VTIP, VTSPX, VTIPX cheaper diff. adviser | 71% | 0.02% | The Vanguard Group, Inc. |
| 6 | Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund · FSTZX cheaper diff. adviser | 71% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | Fidelity SAI 0-5 Year Inflation-Protected Bond Index Fund · FFNYX cheaper diff. adviser | 71% | 0.05% | Fidelity Management & Research Company LLC |
| 8 | Invesco 0-5 Yr US TIPS ETF · PBTP cheaper diff. adviser | 70% | 0.07% | Invesco Capital Management LLC |
| 9 | WisdomTree Efficient TIPS Plus Gold Fund · GDT | 68% | 0.30% | — |
| 10 | iShares 0-5 Year TIPS Bond ETF · STIP cheaper diff. adviser | 65% | 0.03% | BlackRock Fund Advisors |
| 11 | T. Rowe Price U.S. Limited Duration TIPS Index Fund · TLDZX, TLDTX, TLDUX cheaper diff. adviser | 65% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Short Duration Inflation-Protected Income Portfolio diff. adviser | 64% | — | Boston Management and Research |
| 13 | T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. · TRBFX, TRLDX, TRPZX cheaper diff. adviser | 63% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | WisdomTree Inflation Plus Fund · WTIP diff. adviser | 61% | 0.65% | WisdomTree Asset Management, Inc. |
| 15 | State Street(R) SPDR(R) Bloomberg 1-10 Year TIPS ETF · TIPX cheaper diff. adviser | 60% | 0.15% | SSGA Funds Management, Inc. |
| 16 | Fidelity Inflation-Protected Bond Index Central Fund | 60% | — | — |
| 17 | FlexShares iBoxx 3-Year Target Duration TIPS Index Fund · TDTT cheaper diff. adviser | 58% | 0.18% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | VANGUARD COMMODITY STRATEGY FUND · VCMDX cheaper diff. adviser | 56% | 0.16% | The Vanguard Group, Inc. |
| 19 | WisdomTree TIPS Digital Fund · TIPSX cheaper diff. adviser | 53% | 0.05% | WisdomTree Digital Management, Inc. |
| 20 | PIMCO RealEstateRealReturn Strategy Fund · PRRSX, PETAX, PETCX, PETPX, PNRNX | 52% | 6.09% | Pacific Investment Management Company LLC |
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