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 | Federated Hermes Intermediate Corporate Bond Fund · FIIFX, INISX, ICBRX | 18% | 0.46% | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Federated Hermes Quality Bond Fund II | 15% | 0.77% | Federated Advisory Services Company, Federated Investment Management Company |
| 3 | Federated Hermes Corporate Bond Fund · FDBAX, FDBCX, ISHIX, FDBIX, FDBLX | 15% | 0.59% | Federated Advisory Services Company, Federated Investment Management Company |
| 4 | SA Federated Hermes Corporate Bond Portfolio diff. adviser | 14% | 0.55% | SunAmerica Asset Management, LLC |
| 5 | iShares BBB Rated Corporate Bond ETF · LQDB diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 6 | BondBloxx BBB Rated 5-10 Year Corporate Bond ETF diff. adviser | 11% | 0.19% | BondBloxx Investment Management Corporation |
| 7 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF diff. adviser | 10% | 0.19% | BondBloxx Investment Management Corporation |
| 8 | PIA BBB Bond Fund · PBBBX diff. adviser | 10% | 0.19% | Pacific Income Advisers Inc |
| 9 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 10% | 0.19% | BondBloxx Investment Management Corporation |
| 10 | Federated Hermes Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX | 9% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 11 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG diff. adviser | 9% | 0.07% | SSGA Funds Management, Inc. |
| 12 | Federated Hermes Total Return Bond ETF · FTRB | 7% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 13 | Goldman Sachs Investment Grade Credit Fund · GSGDX, GSCPX, GSGAX, GTIRX, GTIUX, GGBPX diff. adviser | 7% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 14 | VANGUARD TARGET MATURITY 2034 CORPORATE BOND ETF · VBCH | 7% | 0.08% | — |
| 15 | AVIP Core Plus Bond Portfolio diff. adviser | 6% | 0.58% | CONSTELLATION INVESTMENTS INC |
| 16 | Goldman Sachs Corporate Bond ETF · GIGL diff. adviser | 6% | 0.29% | Goldman Sachs Asset Management, L.P. |
| 17 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX diff. adviser | 6% | 0.00% | John Hancock Investment Management LLC |
| 18 | Invesco BulletShares 2034 Corporate Bond ETF diff. adviser | 6% | 0.10% | Invesco Capital Management LLC |
| 19 | Fidelity Series Corporate Bond Fund · FHMFX diff. adviser | 6% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | iShares iBonds Dec 2034 Term Corporate ETF · IBDZ diff. adviser | 6% | 0.10% | BlackRock Fund Advisors |
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