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 | PIMCO Real Return Portfolio diff. adviser | 60% | — | Pacific Investment Management Company LLC |
| 2 | Schwab Treasury Inflation Protected Securities Index Fund · SWRSX cheaper diff. adviser | 58% | 0.05% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab U.S. TIPS ETF · SCHP cheaper diff. adviser | 58% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF · VTP cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 5 | Fidelity SAI Inflation-Protected Bond Index Fund · FSPWX cheaper diff. adviser | 58% | 0.05% | Fidelity Management & Research Company LLC |
| 6 | VANGUARD INFLATION-PROTECTED SECURITIES FUND · VIPSX, VAIPX, VIPIX cheaper diff. adviser | 58% | 0.07% | The Vanguard Group, Inc. |
| 7 | WisdomTree TIPS Digital Fund · TIPSX cheaper diff. adviser | 58% | 0.05% | WisdomTree Digital Management, Inc. |
| 8 | Fidelity Inflation-Protected Bond Index Fund · FIPDX cheaper diff. adviser | 58% | 0.05% | Fidelity Management & Research Company LLC |
| 9 | State Street(R) SPDR(R) Portfolio TIPS ETF · SPIP cheaper diff. adviser | 57% | 0.12% | SSGA Funds Management, Inc. |
| 10 | iShares TIPS Bond ETF · TIP cheaper diff. adviser | 57% | 0.18% | BlackRock Fund Advisors |
| 11 | Inflation Protection Fund · PIFPX, PBPPX, PIPJX, PIPIX cheaper diff. adviser | 56% | 0.11% | Principal Global Investors, LLC |
| 12 | JNL/PIMCO Real Return Fund cheaper diff. adviser | 56% | 1.04% | Jackson National Asset Management, LLC |
| 13 | NYLI VP PIMCO Real Return Portfolio cheaper diff. adviser | 54% | 0.82% | New York Life Investment Management LLC |
| 14 | BlackRock Inflation Protected Bond Portfolio cheaper diff. adviser | 53% | 1.04% | BlackRock Advisors, LLC |
| 15 | T. Rowe Price Inflation Protected Bond Fund, Inc. · PRIPX, TIIPX, TRZHX cheaper diff. adviser | 52% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | PIMCO Real Return Portfolio · VPVRRDV, VPVRRIV, VPVRRVV cheaper diff. adviser | 52% | 0.92% | Pacific Investment Management Company LLC |
| 17 | Inflation Managed Portfolio cheaper diff. adviser | 52% | 1.12% | Pacific Life Fund Advisors LLC |
| 18 | State Street(R) SPDR(R) Bloomberg 1-10 Year TIPS ETF · TIPX cheaper diff. adviser | 50% | 0.15% | SSGA Funds Management, Inc. |
| 19 | Fidelity Inflation-Protected Bond Index Central Fund | 50% | — | — |
| 20 | Nuveen Inflation Linked Bond Fund · TIILX, TCILX, TIKRX, TIKPX, TIIHX, TIIWX cheaper diff. adviser | 49% | 0.00% | Teachers Advisors, LLC |
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