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 | Fidelity Tactical Bond Fund · FBAGX, FBAPX, FTKAX, FTKCX, FTYMX, FBAHX | 42% | 0.62% | Fidelity Management & Research Company LLC |
| 2 | Fidelity High Income Fund · SPHIX, FGRMX, FGSMX, FGTMX, FGUMX, FGQMX | 23% | 0.74% | Fidelity Management & Research Company LLC |
| 3 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper | 23% | 0.36% | Fidelity Management & Research Company LLC |
| 4 | Fidelity SAI High Income Fund · FSHGX | 21% | 0.71% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Investment Grade Bond ETF · FIGB cheaper | 20% | 0.36% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Sustainable Core Plus Bond Fund · FIAEX, FIAJX, FIAIX, FIAMX, FIALX, FIAKX cheaper | 19% | 0.36% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper | 18% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Series High Income Fund · FSHNX cheaper | 18% | 0.12% | Fidelity Management & Research Company LLC |
| 9 | VIP High Income Portfolio · QHI2Q | 18% | 0.81% | Fidelity Management & Research Company LLC |
| 10 | Strategic Advisers Income Opportunities Fund · FPIOX cheaper diff. adviser | 17% | 0.53% | Strategic Advisers LLC |
| 11 | iShares iBonds Dec 2034 Term Treasury ETF · IBTP cheaper diff. adviser | 17% | 0.07% | BlackRock Fund Advisors |
| 12 | VIP Strategic Income Portfolio | 17% | 0.64% | Fidelity Management & Research Company LLC |
| 13 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio diff. adviser | 17% | 0.90% | Equitable Investment Management Group, LLC |
| 14 | Fidelity Advisor Capital and Income Fund · FAHYX, FAHCX, FAHDX, FAHEX, FIQTX | 17% | 0.82% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Capital and Income Fund · FAGIX | 17% | 0.90% | Fidelity Management & Research Company LLC |
| 16 | AZL Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 16% | 0.64% | Allianz Investment Management LLC |
| 17 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 16% | 0.05% | BondBloxx Investment Management Corporation |
| 18 | Fidelity Sustainable Core Plus Bond ETF · FSBD cheaper | 16% | 0.36% | Fidelity Management & Research Company LLC |
| 19 | Fidelity High Income Central Fund | 16% | — | Fidelity Management & Research Company LLC |
| 20 | Fidelity Total Bond Fund · FTBFX, FEPAX, FCEPX, FEPTX, FEPIX, FBKWX cheaper | 16% | 0.36% | Fidelity Management & Research Company LLC |
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