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 | Timothy Plan Growth & Income Fund · TGIAX, TGCIX, TIGIX | 39% | 1.59% | Timothy Partners Ltd. |
| 2 | Barrow Hanley Total Return Bond Fund · BTRIX cheaper diff. adviser | 21% | 0.35% | JOHCM (USA) Inc. |
| 3 | LifeX 2055 Longevity Income ETF cheaper diff. adviser | 12% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | Venerable Bond Index Fund cheaper diff. adviser | 8% | 0.36% | Venerable Investment Advisers, LLC |
| 5 | American Beacon Diversified Fund · ZABDFX diff. adviser | 8% | — | American Beacon Advisors, Inc. |
| 6 | MML VIP Fidelity Institutional AM Core Plus Bond Fund cheaper diff. adviser | 8% | 0.63% | MML Investment Advisers, LLC |
| 7 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX cheaper diff. adviser | 7% | 0.06% | Carillon Tower Advisers, Inc. |
| 8 | iShares iBonds Dec 2054 Term Treasury ETF · IBGK cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 9 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 6% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 12 | PIMCO EM Bond and Short-Term Investments Portfolio diff. adviser | 6% | — | Pacific Investment Management Company LLC |
| 13 | LifeX 2065 Longevity Income ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 6% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 6% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 16 | Symmetry Panoramic US Systematic Fixed Income Fund · SPUBX cheaper diff. adviser | 6% | 0.50% | Symmetry Partners, LLC |
| 17 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 6% | 0.38% | Fidelity Management & Research Company LLC |
| 18 | LifeX 2050 Longevity Income ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 19 | American Beacon Balanced Fund · AADBX, AABPX, ABLSX, ACBYX, ABFAX, ABCCX cheaper diff. adviser | 6% | 0.88% | American Beacon Advisors, Inc. |
| 20 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
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