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 | Dodge & Cox Global Bond Fund · DODLX, DOXLX | 22% | 0.37% | Dodge & Cox |
| 2 | Dodge & Cox Balanced Fund · DODBX, DOXBX | 15% | 0.42% | Dodge & Cox |
| 3 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 10% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 5 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | VIP Investment Grade Bond II Portfolio diff. adviser | 8% | 0.39% | Fidelity Management & Research Company LLC |
| 7 | VIP Investment Grade Bond Portfolio diff. adviser | 8% | 0.38% | Fidelity Management & Research Company LLC |
| 8 | VIP Investment Grade Central Fund diff. adviser | 8% | — | Fidelity Management & Research Company LLC |
| 9 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 10 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 8% | 0.10% | BlackRock Fund Advisors |
| 12 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 8% | 0.02% | The Vanguard Group, Inc. |
| 13 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 14 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 15 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper diff. adviser | 7% | 0.06% | BlackRock Fund Advisors |
| 16 | Nationwide Bond Portfolio diff. adviser | 7% | — | Nationwide Fund Advisors |
| 17 | VIP Bond Index Portfolio cheaper diff. adviser | 7% | 0.14% | Fidelity Management & Research Company LLC |
| 18 | AMT Core Fixed Income Fund · AAEYX diff. adviser | 7% | 0.70% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Fidelity Total Bond K6 Fund · FTKFX cheaper diff. adviser | 7% | 0.30% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Total Bond Fund · FTBFX, FEPAX, FCEPX, FEPTX, FEPIX, FBKWX diff. adviser | 7% | 0.36% | Fidelity Management & Research Company LLC |
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