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 | DIAMOND HILL CORE PLUS BOND FUND · DHNAX, DHNIX, DHNYX | 35% | 0.45% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 2 | DIAMOND HILL SHORT DURATION SECURITIZED BOND · DHEAX, DHEIX, DHEYX | 24% | 0.40% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 3 | DIAMOND HILL SECURITIZED TOTAL RETURN FUND · DHWYX, DHWAX, DHWIX | 11% | 0.75% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 4 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB cheaper diff. adviser | 7% | 0.04% | SSGA Funds Management, Inc. |
| 5 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 7% | 0.12% | Global X Management Company LLC |
| 6 | Invesco Equal Weight 0-30 Year Treasury ETF · GOVI cheaper diff. adviser | 6% | 0.15% | Invesco Capital Management LLC |
| 7 | State Street(R) SPDR Portfolio Corporate Bond ETF · SPBO cheaper diff. adviser | 6% | 0.03% | SSGA Funds Management, Inc. |
| 8 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 9 | VALUE LINE CORE BOND FUND · VAGIX diff. adviser | 5% | 0.80% | EULAV Asset Management |
| 10 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 11 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 12 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO · DFIGX cheaper diff. adviser | 5% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 14 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 5% | 0.10% | BlackRock Fund Advisors |
| 15 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | VictoryShares WestEnd Economic Cycle Bond ETF · BMDL diff. adviser | 5% | 0.40% | Victory Capital Management Inc. |
| 18 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 5% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | PIMCO Total Return Fund II · PMBIX, PMTPX diff. adviser | 5% | 0.57% | Pacific Investment Management Company LLC |
| 20 | Venerable Strategic Bond Fund · VVBVX, VVBIX diff. adviser | 5% | 0.60% | Venerable Investment Advisers, LLC |
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