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 | Franklin Total Return Fund · FKBAX, FCTLX, FBDAX, FTRRX, FRERX | 20% | 0.38% | Franklin Advisers, Inc. |
| 2 | Franklin Allocation VIP Fund | 18% | 0.57% | Franklin Advisers, Inc. |
| 3 | Franklin Strategic Income VIP Fund | 15% | 0.79% | Franklin Advisers, Inc. |
| 4 | Venerable Strategic Bond Fund · VVBVX, VVBIX diff. adviser | 13% | 0.60% | Venerable Investment Advisers, LLC |
| 5 | Empower Bond Index Fund · MXBIX, MXCOX cheaper diff. adviser | 11% | 0.14% | Empower Capital Management, LLC |
| 6 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 11% | 0.12% | Global X Management Company LLC |
| 7 | Franklin Core Plus Bond Fund · FRSTX, FSGCX, FKSAX, FKSRX, FGKNX | 11% | 0.37% | Franklin Advisers, Inc. |
| 8 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 9 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 10 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 12 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Franklin Templeton SMACS: Series C · FACBX cheaper | 10% | 0.00% | Franklin Advisers, Inc. |
| 14 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 10% | 0.17% | Columbia Management Investment Advisers, LLC |
| 15 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 16 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 17 | Putnam VT Income Fund | 10% | 0.60% | Franklin Advisers, Inc. |
| 18 | LVIP Franklin Templeton Core Bond Fund diff. adviser | 10% | 0.37% | Lincoln Financial Investments Corporation |
| 19 | Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio diff. adviser | 9% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 20 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 9% | 0.10% | The Vanguard Group, Inc. |
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