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 | Harbor Core Plus Fund · HABDX, HRBDX, HBFRX | 22% | 0.30% | Harbor Capital Advisors, Inc. |
| 2 | Harbor Disciplined Bond ETF · AGGS | 22% | 0.35% | Harbor Capital Advisors, Inc. |
| 3 | Catholic Values Fixed Income Fund · CFVAX, CFVYX diff. adviser | 18% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX cheaper diff. adviser | 15% | 0.14% | Mercer Investments LLC |
| 5 | New Covenant Income Fund · NCICX diff. adviser | 13% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 12% | 0.00% | T. Rowe Price Associates, Inc. |
| 7 | MFS Income Portfolio diff. adviser | 11% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 9 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 10 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 10% | 0.10% | BlackRock Fund Advisors |
| 12 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 9% | 0.10% | The Vanguard Group, Inc. |
| 14 | MFS Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX diff. adviser | 9% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | LifeX 2060 Longevity Income ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 16 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 17 | T. Rowe Price New Income Fund, Inc. · PRCIX, PANIX, RRNIX, PRXEX, TRVZX cheaper diff. adviser | 8% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 19 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper diff. adviser | 8% | 0.06% | BlackRock Fund Advisors |
| 20 | VIP Investment Grade Bond II Portfolio diff. adviser | 8% | 0.39% | Fidelity Management & Research Company LLC |
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