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 Global Fixed Income Fund · SDGIX, DHGAX, DHGCX, DSDYX cheaper | 40% | 0.47% | BNY Mellon Investment Adviser, Inc. |
| 2 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 10% | 0.36% | Fidelity Management & Research Company LLC |
| 3 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 4 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 5 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | Fidelity Total Bond ETF · FBND cheaper diff. adviser | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper diff. adviser | 8% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper diff. adviser | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 9 | Fidelity SAI Total Bond Fund · FSMTX cheaper diff. adviser | 7% | 0.29% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Sustainable Core Plus Bond Fund · FIAEX, FIAJX, FIAIX, FIAMX, FIALX, FIAKX cheaper diff. adviser | 7% | 0.36% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Investment Grade Bond Central Fund | 7% | — | — |
| 12 | Fidelity Series Investment Grade Bond Fund · FSIGX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | VIP Investment Grade Central Fund diff. adviser | 7% | — | Fidelity Management & Research Company LLC |
| 14 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Series International Developed Markets Bond Index Fund · FSTQX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Strategic Enhanced Yield Fund · AAENX, AIENX, APENX diff. adviser | 7% | 0.76% | Cavanal Hill Investment Management, Inc. |
| 17 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper diff. adviser | 7% | 0.35% | Loomis, Sayles & Company, L.P. |
| 18 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 7% | 0.35% | Curi RMB Capital, LLC |
| 19 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 7% | 0.38% | Fidelity Management & Research Company LLC |
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