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 | THRIVENT GOVERNMENT BOND PORTFOLIO diff. adviser | 26% | 0.49% | Thrivent Financial for Lutherans |
| 2 | Venerable Bond Index Fund cheaper diff. adviser | 14% | 0.36% | Venerable Investment Advisers, LLC |
| 3 | State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF · STOT diff. adviser | 11% | 0.45% | SSGA Funds Management, Inc. |
| 4 | JNL/DoubleLine Shiller Enhanced CAPE Fund diff. adviser | 10% | 0.68% | Jackson National Asset Management, LLC |
| 5 | THRIVENT CONSERVATIVE ALLOCATION FUND · AAHYX, THYFX | 9% | 0.71% | Thrivent Asset Management, LLC |
| 6 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX diff. adviser | 8% | 0.67% | DoubleLine Capital LP |
| 7 | THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO diff. adviser | 8% | 0.49% | Thrivent Financial for Lutherans |
| 8 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | LifeX 2050 Longevity Income ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 10 | LVIP Fidelity Institutional AM(R) Total Bond Fund diff. adviser | 7% | 0.51% | Lincoln Financial Investments Corporation |
| 11 | Doubleline Shiller Enhanced CAPE · DSEEX, DSENX, DDCPX diff. adviser | 7% | 0.50% | Doubleline Alternatives LP |
| 12 | AB Income Fund · AKGAX, AKGCX, ACGYX, ACGZX diff. adviser | 7% | 0.54% | AllianceBernstein L.P. |
| 13 | NVIT Loomis Short Term Bond Fund cheaper diff. adviser | 6% | 0.40% | Nationwide Fund Advisors |
| 14 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 6% | 0.21% | Fidelity Management & Research Company LLC |
| 15 | BNY Mellon Core Plus ETF cheaper | 6% | 0.40% | — |
| 16 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO diff. adviser | 6% | 0.67% | Thrivent Financial for Lutherans |
| 17 | PIA Short-Term Securities Fund · PIASX cheaper diff. adviser | 6% | 0.39% | Pacific Income Advisers Inc |
| 18 | THRIVENT DYNAMIC ALLOCATION FUND · AABFX, IBBFX | 6% | 0.74% | Thrivent Asset Management, LLC |
| 19 | Franklin U.S. Treasury Bond ETF · FLGV cheaper diff. adviser | 6% | 0.09% | Franklin Advisers, Inc. |
| 20 | MFS Government Securities Fund · MGSIX, MFGSX, MFGJX, MFGBX, MFGDX, MFGGX, MGVSX, MFGHX, MFGKX cheaper diff. adviser | 6% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.