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 | Harbor Core Plus Fund · HABDX, HRBDX, HBFRX cheaper | 33% | 0.30% | Harbor Capital Advisors, Inc. |
| 2 | Harbor Core Bond Fund · HACBX, HCBRX cheaper | 22% | 0.26% | Harbor Capital Advisors, Inc. |
| 3 | LifeX 2060 Longevity Income ETF cheaper diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | LifeX 2055 Longevity Income ETF cheaper diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | iShares iBonds Dec 2044 Term Treasury ETF · IBGA cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 6 | LVIP Fidelity Institutional AM(R) Total Bond Fund diff. adviser | 9% | 0.51% | Lincoln Financial Investments Corporation |
| 7 | Guardian Core Fixed Income VIP Fund diff. adviser | 8% | 0.52% | Park Avenue Institutional Advisers LLC |
| 8 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX cheaper diff. adviser | 8% | 0.14% | Mercer Investments LLC |
| 9 | Thornburg Core Plus Bond ETF · TPLS diff. adviser | 8% | 0.45% | Thornburg Investment Management, Inc. |
| 10 | Catholic Values Fixed Income Fund · CFVAX, CFVYX diff. adviser | 8% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Nuveen Core Plus Bond ETF · NCPB cheaper diff. adviser | 8% | 0.31% | Nuveen Fund Advisors, LLC |
| 12 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 7% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Long-Term US Government Bond Portfolio diff. adviser | 7% | 2.68% | Mason Street Advisors, LLC |
| 14 | iShares iBonds Dec 2055 Term Treasury ETF · IBGL cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 15 | Fidelity Environmental Bond Fund · FEBEX, FEBBX, FFEBX, FEBFX, FEBDX, FEBGX diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 16 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 6% | 0.10% | The Vanguard Group, Inc. |
| 17 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 18 | Vident U.S. Bond Strategy ETF · VBND diff. adviser | 6% | 0.41% | Vident Asset Management |
| 19 | New Covenant Income Fund · NCICX diff. adviser | 5% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | BondBloxx IR+M Tax-Aware Short Duration ETF · TAXX diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
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