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 | BNY Mellon Core Plus Fund · DCPAX, DCPCX, DCPIX, DCPYX cheaper diff. adviser | 22% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Core Plus ETF cheaper | 10% | 0.40% | — |
| 3 | BNY Mellon Short Term Income Fund · DSTIX, BYSYX, BYSIX, BYSAX cheaper diff. adviser | 9% | 0.40% | BNY Mellon Investment Adviser, Inc. |
| 4 | Western Asset Long Credit VIT · LLAAX, LLACX cheaper diff. adviser | 9% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | BNY Mellon Fixed Income Completion Funds (FICS) - CP cheaper | 9% | 0.00% | — |
| 6 | BNY Mellon Active Core Bond ETF cheaper | 9% | 0.40% | — |
| 7 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 8% | 0.07% | SSGA Funds Management, Inc. |
| 8 | THRIVENT INCOME PORTFOLIO cheaper diff. adviser | 8% | 0.44% | Thrivent Financial for Lutherans |
| 9 | Western Asset Corporate Bond Fund · SIGAX, SBILX, SIGYX, LCBPX, LWBOX cheaper diff. adviser | 7% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | THRIVENT INCOME FUND · LUBIX, LBIIX cheaper diff. adviser | 7% | 0.47% | Thrivent Asset Management, LLC |
| 11 | Western Asset Investment Grade Income Fund Inc. | 7% | — | — |
| 12 | Western Asset Investment Grade Opportunity Trust Inc. | 7% | — | — |
| 13 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 14 | VOYA INVESTMENT GRADE CREDIT FUND · VIGTX, VACFX, VIGCX, VIGWX cheaper diff. adviser | 6% | 0.00% | Voya Investments, LLC |
| 15 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 6% | 0.19% | BondBloxx Investment Management Corporation |
| 16 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 6% | 0.04% | SSGA Funds Management, Inc. |
| 17 | Fidelity Corporate Bond ETF · FCOR cheaper diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 18 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX cheaper diff. adviser | 6% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 19 | American Century Diversified Corporate Bond ETF · KORP cheaper | 6% | 0.29% | — |
| 20 | Transamerica Long Credit · TLCFX, TLCJX, TLCKX, TLCDX diff. adviser | 6% | 0.56% | Transamerica Asset Management, Inc. |
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