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 | Invesco Core Fixed Income ETF cheaper | 50% | 0.26% | Invesco Capital Management LLC |
| 2 | Nationwide Invesco Core Plus Bond Fund · NWCPX, NWCSX, NWCIX diff. adviser | 47% | 0.47% | Nationwide Fund Advisors |
| 3 | Invesco V.I. Core Plus Bond Fund diff. adviser | 43% | 0.62% | Invesco Advisers, Inc. |
| 4 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX diff. adviser | 42% | 0.44% | Invesco Advisers, Inc. |
| 5 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper diff. adviser | 27% | 0.34% | Invesco Advisers, Inc. |
| 6 | Invesco Short Duration Total Return Bond ETF · GTOS cheaper | 23% | 0.30% | Invesco Capital Management LLC |
| 7 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX diff. adviser | 22% | 0.40% | Invesco Advisers, Inc. |
| 8 | Invesco Bond Fund | 21% | — | — |
| 9 | Invesco Core Bond Fund diff. adviser | 21% | 0.37% | Invesco Advisers, Inc. |
| 10 | Transamerica Core Bond · TMBRX, TMBFX, TMBTX, TAGMX, TABGX, TABDX, TABEX diff. adviser | 13% | 0.43% | Transamerica Asset Management, Inc. |
| 11 | Invesco Agency MBS ETF cheaper | 13% | 0.22% | — |
| 12 | Core Bond Trust · JVCNX, JADKX, JAAEX diff. adviser | 11% | 0.62% | John Hancock Variable Trust Advisers LLC |
| 13 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 11% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 14 | The Bond Fund of America cheaper diff. adviser | 11% | 0.23% | Capital Research and Management Company |
| 15 | PIMCO Mortgage and Short-Term Investments Portfolio diff. adviser | 10% | — | Pacific Investment Management Company LLC |
| 16 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX diff. adviser | 10% | 0.59% | ALPS Advisors, Inc. |
| 17 | PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund diff. adviser | 10% | 0.71% | Pacific Investment Management Company LLC |
| 18 | Select Bond Portfolio cheaper diff. adviser | 9% | 0.31% | Mason Street Advisors, LLC |
| 19 | LORD ABBETT BOND DEBENTURE FUND INC · LBNDX, BDLAX, LBNPX, LBNYX, LBDFX, LBNQX, LBNRX, LBNSX, LBNTX, LBNVX, LBNOX diff. adviser | 9% | 0.62% | Lord, Abbett & Co. LLC |
| 20 | Bond-Debenture Portfolio diff. adviser | 9% | 0.99% | Lord, Abbett & Co. LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.