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 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 8% | 0.03% | SSGA Funds Management, Inc. |
| 2 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 8% | 0.59% | ALPS Advisors, Inc. |
| 3 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 5 | Allspring Core Plus ETF · APLU | 7% | 0.31% | Allspring Funds Management, LLC |
| 6 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 7% | 0.10% | BlackRock Fund Advisors |
| 8 | iShares iBonds Dec 2045 Term Treasury ETF · IBGB cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 9 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX diff. adviser | 6% | 0.59% | ALPS Advisors, Inc. |
| 10 | Fidelity Environmental Bond Fund · FEBEX, FEBBX, FFEBX, FEBFX, FEBDX, FEBGX diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 11 | Allspring Core Bond Portfolio | 6% | — | Allspring Funds Management, LLC |
| 12 | PIMCO Long Duration Credit Bond Portfolio diff. adviser | 6% | — | Pacific Investment Management Company LLC |
| 13 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX diff. adviser | 6% | 0.35% | Carillon Tower Advisers, Inc. |
| 14 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 6% | 0.65% | First Trust Advisors L.P. |
| 15 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX cheaper diff. adviser | 6% | 0.06% | Carillon Tower Advisers, Inc. |
| 16 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 17 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX diff. adviser | 6% | 0.53% | Natixis Advisors, LLC |
| 18 | Allspring Managed Account CoreBuilder Shares Series CP · WFCPX cheaper | 6% | 0.00% | Allspring Funds Management, LLC |
| 19 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB cheaper diff. adviser | 6% | 0.04% | SSGA Funds Management, Inc. |
| 20 | Fidelity Investment Grade Bond ETF · FIGB diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
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