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 Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 62% | 0.35% | — |
| 2 | Virtus Newfleet Multi-Sector Intermediate Bond Fund · NAMFX, NCMFX, VMFIX, VMFRX cheaper | 40% | 0.60% | — |
| 3 | Virtus Newfleet Multi-Sector Bond ETF · NFLT cheaper diff. adviser | 38% | 0.50% | Virtus Investment Advisers, LLC |
| 4 | Virtus Global Multi-Sector Income Fund | 27% | — | — |
| 5 | Virtus Newfleet Low Duration Core Plus Bond Fund · HIMZX, PCMZX, HIBIX, VLDRX cheaper | 26% | 0.43% | — |
| 6 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX cheaper diff. adviser | 25% | 0.55% | Empower Capital Management, LLC |
| 7 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX cheaper | 25% | 0.52% | — |
| 8 | Virtus Newfleet Multi-Sector Intermediate Bond Series cheaper diff. adviser | 24% | 0.69% | Virtus Investment Advisers, LLC |
| 9 | Virtus Tactical Allocation Fund · NAINX, POICX, VTAIX, VTARX cheaper | 20% | 0.60% | — |
| 10 | Virtus Newfleet Short Duration Core Plus Bond ETF · SDCP cheaper diff. adviser | 18% | 0.35% | Virtus Investment Advisers, LLC |
| 11 | Virtus Tactical Allocation Series cheaper diff. adviser | 18% | 0.95% | Virtus Investment Advisers, LLC |
| 12 | Virtus Total Return Fund Inc. | 14% | — | — |
| 13 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 14 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 10% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 10% | 0.15% | BlackRock Fund Advisors |
| 16 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 17 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 10% | 0.10% | BlackRock Fund Advisors |
| 19 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 10% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 20 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
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