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 | ALPS | Smith Core Plus Bond ETF · SMTH cheaper diff. adviser | 63% | 0.59% | ALPS Advisors, Inc. |
| 2 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX cheaper diff. adviser | 53% | 0.59% | ALPS Advisors, Inc. |
| 3 | First Trust Smith Unconstrained Bond ETF · UCON | 50% | 0.86% | First Trust Advisors L.P. |
| 4 | ALPS | Smith Credit Opportunities Fund · SMCVX, SMCAX, SMCCX, SMCRX diff. adviser | 22% | 0.90% | ALPS Advisors, Inc. |
| 5 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper diff. adviser | 12% | 0.35% | New York Life Investment Management LLC |
| 6 | NYLI MacKay Core Plus Bond ETF · CPLB cheaper diff. adviser | 11% | 0.30% | New York Life Investment Management LLC |
| 7 | TCW Core Fixed Income Fund · TGCFX, TGFNX, TGCPX cheaper diff. adviser | 11% | 0.44% | TCW Investment Management Company LLC |
| 8 | MFS Active Core Plus Bond ETF · MFSB cheaper diff. adviser | 11% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper diff. adviser | 11% | 0.28% | North Square Investments, LLC |
| 10 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 10% | 0.24% | Empower Capital Management, LLC |
| 11 | Intermediate Bond Portfolio cheaper diff. adviser | 10% | 0.44% | Pacific Life Fund Advisors LLC |
| 12 | Capital Group Central Corporate Bond Fund · CCBFX diff. adviser | 10% | — | Capital Research and Management Company |
| 13 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX cheaper diff. adviser | 9% | 0.35% | John Hancock Investment Management LLC |
| 14 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 9% | 0.31% | Allspring Funds Management, LLC |
| 15 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper diff. adviser | 9% | 0.44% | Invesco Advisers, Inc. |
| 16 | Impax Core Bond Fund · PXBIX, PAXBX cheaper diff. adviser | 9% | 0.46% | Impax Asset Management LLC |
| 17 | American Funds Corporate Bond Fund · BFCAX, COBFX, RCBAX, RCBBX, RCBCX, RCBDX, RCBEX, RCBFX, BFCCX, BFCFX, BFCGX, COBAX, COBCX, COBEX, RCBGX, RCBHX, CFBFX, TABBX, TFBBX, FFBBX, FBCDX cheaper diff. adviser | 9% | 0.31% | Capital Research and Management Company |
| 18 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper diff. adviser | 9% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Federated Hermes Total Return Bond ETF · FTRB cheaper diff. adviser | 9% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | Investment Grade Bond Fund · TAUSX, TCUSX, TIUSX, JIGBX, JIGMX, JIGEX cheaper diff. adviser | 9% | 0.38% | John Hancock Investment Management LLC |
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