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 | EQ/Intermediate Government Bond Portfolio cheaper diff. adviser | 6% | 0.37% | Equitable Investment Management Group, LLC |
| 2 | iShares Agency Bond ETF · AGZ cheaper diff. adviser | 6% | 0.20% | BlackRock Fund Advisors |
| 3 | PRAXIS IMPACT BOND FUND · MIIAX, MIIIX cheaper diff. adviser | 5% | 0.46% | Everence Capital Management, Inc. |
| 4 | TCW Securitized Bond Fund · TGLMX, TGMNX, TGLSX cheaper diff. adviser | 5% | 0.44% | TCW Investment Management Company LLC |
| 5 | AB Income Fund · AKGAX, AKGCX, ACGYX, ACGZX cheaper diff. adviser | 4% | 0.54% | AllianceBernstein L.P. |
| 6 | Janus Henderson Mortgage-Backed Securities ETF · JMBS cheaper diff. adviser | 4% | 0.21% | Janus Henderson Investors US LLC |
| 7 | Calvert Green Bond Fund · CGAFX, CGBIX, CBGRX cheaper diff. adviser | 4% | 0.43% | Calvert Research and Management |
| 8 | EQ/Quality Bond PLUS Portfolio diff. adviser | 4% | 0.60% | Equitable Investment Management Group, LLC |
| 9 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 4% | 0.15% | BlackRock Fund Advisors |
| 10 | Putnam Income Fund · PINCX, PNCBX, PUICX, PNCMX, PIFRX, PNCYX cheaper diff. adviser | 4% | 0.38% | Franklin Advisers, Inc. |
| 11 | Putnam Core Bond Fund cheaper diff. adviser | 4% | 0.39% | Franklin Advisers, Inc. |
| 12 | Franklin Core Plus Bond Fund · FRSTX, FSGCX, FKSAX, FKSRX, FGKNX cheaper diff. adviser | 3% | 0.37% | Franklin Advisers, Inc. |
| 13 | Invesco Core Bond Fund cheaper diff. adviser | 3% | 0.37% | Invesco Advisers, Inc. |
| 14 | Hartford Total Return Bond ETF · HTRB cheaper diff. adviser | 3% | 0.29% | Hartford Funds Management Company, LLC |
| 15 | THE HARTFORD STRATEGIC INCOME FUND · HSNCX, HSNIX, HSNAX, HSNYX, HSNRX, HSNSX, HSNTX, HSNVX, HSNFX cheaper diff. adviser | 3% | 0.53% | Hartford Funds Management Company, LLC |
| 16 | TCW Core Plus Bond ETF cheaper diff. adviser | 3% | 0.40% | TCW Investment Management Company LLC |
| 17 | Franklin Total Return Fund · FKBAX, FCTLX, FBDAX, FTRRX, FRERX cheaper diff. adviser | 3% | 0.38% | Franklin Advisers, Inc. |
| 18 | DFA Investment Grade Portfolio cheaper diff. adviser | 3% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Nuveen Green Bond Fund · TGRNX, TGRLX, TGROX, TGRMX, TGRKX cheaper diff. adviser | 3% | 0.45% | Teachers Advisors, LLC |
| 20 | ONEASCENT CORE PLUS BOND ETF · OACP diff. adviser | 3% | 0.74% | OneAscent Investment Solutions, LLC |
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