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 Core Fixed Income Portfolio · HCIIX | 71% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 51% | 0.17% | Columbia Management Investment Advisers, LLC |
| 3 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 49% | 0.03% | The Vanguard Group, Inc. |
| 4 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 49% | 0.03% | SSGA Funds Management, Inc. |
| 5 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 41% | 0.10% | BlackRock Fund Advisors |
| 6 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 40% | 0.01% | The Vanguard Group, Inc. |
| 7 | TOTAL BOND MARKET INDEX PORTFOLIO diff. adviser | 39% | 0.14% | The Vanguard Group, Inc. |
| 8 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 39% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 38% | 0.04% | Charles Schwab Investment Management, Inc. |
| 10 | iShares Core U.S. Aggregate Bond ETF · AGG cheaper diff. adviser | 37% | 0.03% | BlackRock Fund Advisors |
| 11 | iShares Intermediate Government/Credit Bond ETF · GVI diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 12 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 37% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | Bond Market Index Fund · PNIIX, PBIMX, PBOIX, PBIPX, PBIQX, PBIJX cheaper diff. adviser | 36% | 0.12% | Principal Global Investors, LLC |
| 14 | Bond Index Fund · NOBOX cheaper diff. adviser | 36% | 0.07% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | iShares ESG Aware U.S. Aggregate Bond ETF · EAGG cheaper diff. adviser | 36% | 0.10% | BlackRock Fund Advisors |
| 16 | iShares Government/Credit Bond ETF · GBF diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 17 | BNY Mellon Core Bond ETF · BKAG cheaper diff. adviser | 35% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 18 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 34% | 0.02% | The Vanguard Group, Inc. |
| 19 | VANGUARD CORE-PLUS BOND INDEX ETF · BNDP cheaper | 34% | 0.05% | — |
| 20 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 34% | 0.05% | BlackRock Fund Advisors |
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