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 | TOTAL BOND MARKET INDEX PORTFOLIO diff. adviser | 27% | 0.14% | The Vanguard Group, Inc. |
| 2 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 27% | 0.01% | The Vanguard Group, Inc. |
| 3 | iShares Core U.S. Aggregate Bond ETF · AGG cheaper diff. adviser | 26% | 0.03% | BlackRock Fund Advisors |
| 4 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 26% | 0.04% | Charles Schwab Investment Management, Inc. |
| 5 | iShares Government/Credit Bond ETF · GBF diff. adviser | 26% | 0.20% | BlackRock Fund Advisors |
| 6 | BNY Mellon Core Bond ETF · BKAG cheaper diff. adviser | 26% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 7 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 26% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 25% | 0.02% | The Vanguard Group, Inc. |
| 9 | Bond Index Fund · NOBOX cheaper diff. adviser | 25% | 0.07% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 25% | 0.17% | Columbia Management Investment Advisers, LLC |
| 11 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 24% | 0.03% | The Vanguard Group, Inc. |
| 12 | iShares Intermediate Government/Credit Bond ETF · GVI diff. adviser | 24% | 0.20% | BlackRock Fund Advisors |
| 13 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper diff. adviser | 24% | 0.02% | SSGA Funds Management, Inc. |
| 14 | U.S. Total Bond Index Master Portfolio diff. adviser | 24% | — | BlackRock Fund Advisors |
| 15 | iShares ESG Aware U.S. Aggregate Bond ETF · EAGG cheaper diff. adviser | 24% | 0.10% | BlackRock Fund Advisors |
| 16 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 24% | 0.03% | SSGA Funds Management, Inc. |
| 17 | JNL Bond Index Fund cheaper diff. adviser | 24% | 0.08% | Jackson National Asset Management, LLC |
| 18 | Bond Market Index Fund · PNIIX, PBIMX, PBOIX, PBIPX, PBIQX, PBIJX diff. adviser | 23% | 0.12% | Principal Global Investors, LLC |
| 19 | iShares ESG Advanced Universal USD Bond ETF · EUSB diff. adviser | 23% | 0.12% | BlackRock Fund Advisors |
| 20 | PD Aggregate Bond Index Portfolio diff. adviser | 23% | 0.20% | Pacific Life Fund Advisors LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.