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 Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX cheaper | 37% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Federated Hermes Managed Volatility Fund II | 22% | 1.00% | Federated Advisory Services Company, Federated Investment Management Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 3 | Federated Hermes Strategic Income Fund · STIAX, SINCX, STFSX, STISX, STILX | 21% | 0.63% | Federated Advisory Services Company, Federated Investment Management Company |
| 4 | Federated Hermes Capital Income Fund · CAPAX, CAPCX, CAPFX, CAPSX, CAPRX | 18% | 0.65% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 5 | Federated Hermes MDT Balanced Fund · QABGX, QCBGX, QIBGX, QKBGX | 16% | 1.05% | — |
| 6 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 15% | 0.37% | — |
| 7 | U.S. Government Fund · NOUGX diff. adviser | 14% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 9 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 13% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | Fidelity Flex U.S. Bond Index Fund · FIBUX cheaper diff. adviser | 12% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 12 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 13 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 14 | ActivePassive Core Bond ETF · APCB cheaper | 12% | 0.36% | — |
| 15 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Federated Hermes Global Allocation Fund · FSTBX, FSBCX, FSBKX, SBFIX, FSBLX | 11% | 0.84% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 17 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 18 | iShares Intermediate Government/Credit Bond ETF · GVI cheaper diff. adviser | 10% | 0.20% | BlackRock Fund Advisors |
| 19 | VIP Bond Index Portfolio cheaper diff. adviser | 10% | 0.14% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Series Bond Index Fund · FIFZX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
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