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 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper | 71% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 39% | 0.01% | The Vanguard Group, Inc. |
| 3 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 38% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | TOTAL BOND MARKET INDEX PORTFOLIO cheaper diff. adviser | 38% | 0.14% | The Vanguard Group, Inc. |
| 5 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 37% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 36% | 0.02% | The Vanguard Group, Inc. |
| 7 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 36% | 0.03% | The Vanguard Group, Inc. |
| 8 | Bond Index Fund · NOBOX cheaper diff. adviser | 35% | 0.07% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 35% | 0.03% | SSGA Funds Management, Inc. |
| 10 | iShares Core U.S. Aggregate Bond ETF · AGG cheaper diff. adviser | 35% | 0.03% | BlackRock Fund Advisors |
| 11 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 35% | 0.17% | Columbia Management Investment Advisers, LLC |
| 12 | JNL Bond Index Fund cheaper diff. adviser | 34% | 0.08% | Jackson National Asset Management, LLC |
| 13 | BNY Mellon Core Bond ETF · BKAG cheaper diff. adviser | 34% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper diff. adviser | 33% | 0.02% | SSGA Funds Management, Inc. |
| 15 | VANGUARD CORE-PLUS BOND INDEX ETF · BNDP cheaper | 33% | 0.05% | — |
| 16 | iShares ESG Aware U.S. Aggregate Bond ETF · EAGG cheaper diff. adviser | 32% | 0.10% | BlackRock Fund Advisors |
| 17 | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF · SPAB cheaper diff. adviser | 32% | 0.03% | SSGA Funds Management, Inc. |
| 18 | U.S. Total Bond Index Master Portfolio diff. adviser | 32% | — | BlackRock Fund Advisors |
| 19 | iShares Core Universal USD Bond ETF · IUSB cheaper diff. adviser | 31% | 0.06% | BlackRock Fund Advisors |
| 20 | Bond Market Index Fund · PNIIX, PBIMX, PBOIX, PBIPX, PBIQX, PBIJX cheaper diff. adviser | 31% | 0.12% | Principal Global Investors, LLC |
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