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 | Virtus Seix Core Bond Fund · STGIX, STIGX, STGZX | 58% | 0.36% | Virtus Investment Advisers, LLC |
| 2 | CHANNEL INCOME FUND · CPSIX diff. adviser | 9% | 1.40% | Channel Investment Partners LLC |
| 3 | US Treasury 10 Year Note ETF · UTEN cheaper diff. adviser | 9% | 0.15% | Fm Investments LLC |
| 4 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 9% | 0.30% | Robert W. Baird & Co. Incorporated |
| 5 | JPMorgan Short Duration Core Plus Fund · JSDHX, JSDCX, JSDSX, JSDRX diff. adviser | 9% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 6 | Victory Pioneer Strategic Income VCT Portfolio diff. adviser | 9% | 0.82% | Victory Capital Management Inc. |
| 7 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 8 | Old Westbury Short-Term Bond Fund · OWSBX diff. adviser | 8% | 0.37% | Bessemer Investment Management LLC |
| 9 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX diff. adviser | 8% | 0.44% | Aristotle Investment Services, LLC |
| 10 | Impax Core Bond Fund · PXBIX, PAXBX diff. adviser | 8% | 0.46% | Impax Asset Management LLC |
| 11 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX diff. adviser | 8% | 0.44% | Invesco Advisers, Inc. |
| 12 | BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF · XTWY cheaper diff. adviser | 7% | 0.13% | BondBloxx Investment Management Corporation |
| 13 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX cheaper diff. adviser | 7% | 0.30% | Macquarie Investment Management Business Trust |
| 14 | Invesco V.I. Core Plus Bond Fund diff. adviser | 7% | 0.62% | Invesco Advisers, Inc. |
| 15 | Intermediate Bond Portfolio diff. adviser | 7% | 0.44% | Pacific Life Fund Advisors LLC |
| 16 | NVIT Government Bond Fund diff. adviser | 7% | 0.54% | Nationwide Fund Advisors |
| 17 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX diff. adviser | 7% | 0.35% | Teachers Advisors, LLC |
| 18 | Empower Inflation-Protected Securities Fund · MXIOX, MXIHX diff. adviser | 7% | 0.35% | Empower Capital Management, LLC |
| 19 | Federated Hermes Total Return Bond ETF · FTRB diff. adviser | 7% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | Nomura VIP Limited Duration Bond Series diff. adviser | 7% | 0.54% | Macquarie Investment Management Business Trust |
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