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 | First Trust Low Duration Opportunities ETF · LMBS | 28% | 0.66% | First Trust Advisors L.P. |
| 2 | First Trust Intermediate Government Opportunities ETF · MGOV | 21% | — | First Trust Advisors L.P. |
| 3 | First Trust Intermediate Duration Investment Grade Corporate ETF · FIIG cheaper | 14% | 0.49% | First Trust Advisors L.P. |
| 4 | First Trust Structured Credit Income Opportunities ETF · SCIO | 12% | 0.86% | First Trust Advisors L.P. |
| 5 | First Trust Long Duration Opportunities ETF · LGOV cheaper | 10% | 0.49% | First Trust Advisors L.P. |
| 6 | First Trust Limited Duration Investment Grade Corporate ETF · FSIG cheaper | 9% | 0.44% | First Trust Advisors L.P. |
| 7 | First Trust/Dow Jones Dividend & Income Allocation Portfolio | 7% | 0.95% | First Trust Advisors L.P. |
| 8 | First Trust AAA CMBS ETF · CAAA cheaper | 6% | 0.46% | First Trust Advisors L.P. |
| 9 | First Trust Securitized Plus ETF · DEED | 5% | 0.76% | First Trust Advisors L.P. |
| 10 | JPMorgan Active Bond ETF · JBND cheaper diff. adviser | 5% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan Core Bond Fund · WOBDX, PGBOX, OBOCX, JCBUX, JCBRX, JCBZX, JCBPX, JCBQX cheaper diff. adviser | 5% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 12 | PIMCO Extended Duration Fund · PEDIX, PEDPX diff. adviser | 4% | 6.20% | Pacific Investment Management Company LLC |
| 13 | Nationwide Invesco Core Plus Bond Fund · NWCPX, NWCSX, NWCIX cheaper diff. adviser | 4% | 0.47% | Nationwide Fund Advisors |
| 14 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 4% | 0.35% | — |
| 15 | Short Duration Fund · ACSKX, ACSPX, ACSNX, ACSUX, ACSQX, ASHHX, ASDDX, ASDOX cheaper diff. adviser | 4% | 0.01% | American Century Investment Management, Inc. |
| 16 | Transamerica Core Bond · TMBRX, TMBFX, TMBTX, TAGMX, TABGX, TABDX, TABEX cheaper diff. adviser | 4% | 0.43% | Transamerica Asset Management, Inc. |
| 17 | Invesco Core Fixed Income ETF cheaper diff. adviser | 4% | 0.26% | Invesco Capital Management LLC |
| 18 | John Hancock Core Plus Bond ETF · JHCP cheaper diff. adviser | 4% | 0.36% | John Hancock Investment Management LLC |
| 19 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX diff. adviser | 4% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 20 | Total Return Portfolio diff. adviser | 4% | 0.72% | Pacific Life Fund Advisors LLC |
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