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 ETF · FTRB | 37% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Federated Hermes Managed Volatility Fund II | 30% | 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 | 27% | 0.63% | Federated Advisory Services Company, Federated Investment Management Company |
| 4 | Federated Hermes Capital Income Fund · CAPAX, CAPCX, CAPFX, CAPSX, CAPRX | 22% | 0.65% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 5 | Federated Hermes Mortgage Strategy Portfolio · FMBPX cheaper | 21% | 0.02% | Federated Advisory Services Company, Federated Investment Management Company |
| 6 | Federated Hermes MDT Balanced Fund · QABGX, QCBGX, QIBGX, QKBGX | 19% | 1.05% | — |
| 7 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 16% | 0.37% | — |
| 8 | Federated Hermes Global Allocation Fund · FSTBX, FSBCX, FSBKX, SBFIX, FSBLX | 13% | 0.84% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 9 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 10 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 11% | 0.17% | Columbia Management Investment Advisers, LLC |
| 12 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 11% | 0.12% | Global X Management Company LLC |
| 13 | iShares Intermediate Government/Credit Bond ETF · GVI cheaper diff. adviser | 11% | 0.20% | BlackRock Fund Advisors |
| 14 | AVIP Core Plus Bond Portfolio diff. adviser | 11% | 0.58% | CONSTELLATION INVESTMENTS INC |
| 15 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 10% | 0.02% | The Vanguard Group, Inc. |
| 16 | Fidelity Flex U.S. Bond Index Fund · FIBUX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Total Bond ETF · FBND cheaper diff. adviser | 10% | 0.36% | Fidelity Management & Research Company LLC |
| 18 | Federated Hermes Floating Rate Strategic Income Fund · FFRSX, FRSAX, FFRLX | 10% | 0.73% | Federated Advisory Services Company, Federated Investment Management Company |
| 19 | U.S. Government Fund · NOUGX diff. adviser | 10% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | TOTAL BOND MARKET INDEX PORTFOLIO cheaper diff. adviser | 10% | 0.14% | The Vanguard Group, Inc. |
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