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 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 19% | 0.14% | Van Eck Associates Corporation |
| 2 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 18% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper diff. adviser | 18% | 0.15% | BlackRock Fund Advisors |
| 4 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 18% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 6 | Commodity Return Strategy Portfolio · CCRSX, CCRRX diff. adviser | 15% | 0.80% | UBS Asset Management (Americas) LLC |
| 7 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 14% | 0.15% | SSGA Funds Management, Inc. |
| 8 | GMO High Yield Fund · GHVIX, GMOZX diff. adviser | 12% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 9 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper diff. adviser | 12% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 10 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 11% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 11 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 11% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 12 | GMO Implementation Fund · GIMFX diff. adviser | 11% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 13 | WisdomTree Floating Rate Treasury Fund · USFR cheaper diff. adviser | 11% | 0.15% | WisdomTree Asset Management, Inc. |
| 14 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX diff. adviser | 11% | 0.41% | Christian Brothers Investment Services, Inc. |
| 15 | Dimensional Core Fixed Income ETF · DFCF cheaper diff. adviser | 10% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Credit Suisse Commodity Return Strategy Fund · CRSOX, CRSAX, CRSCX diff. adviser | 10% | 0.80% | UBS Asset Management (Americas) LLC |
| 17 | Putnam Ultra Short Duration Income Fund cheaper diff. adviser | 10% | 0.29% | Franklin Advisers, Inc. |
| 18 | Victory Pioneer Multi-Asset Ultrashort Income Fund · MYFRX, MAFRX, MAUCX, MAUKX diff. adviser | 10% | 0.35% | Victory Capital Management Inc. |
| 19 | GMO Benchmark-Free Fund · GBFFX diff. adviser | 10% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 20 | BrandywineGLOBAL-U.S. Fixed Income ETF diff. adviser | 10% | 0.39% | Franklin Advisers, Inc. |
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