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 | FlexShares Credit-Scored US Long Corporate Bond Index Fund · LKOR cheaper diff. adviser | 10% | 0.15% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 3 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 9% | 0.19% | BondBloxx Investment Management Corporation |
| 4 | Western Asset Investment Grade Opportunity Trust Inc. | 8% | — | — |
| 5 | iShares U.S. Long Credit Bond Index Fund cheaper diff. adviser | 8% | 0.12% | BlackRock Fund Advisors |
| 6 | iShares 10+ Year Investment Grade Corporate Bond ETF · IGLB cheaper diff. adviser | 7% | 0.04% | BlackRock Fund Advisors |
| 7 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 7% | 0.04% | SSGA Funds Management, Inc. |
| 8 | Western Asset Investment Grade Income Fund Inc. | 7% | — | — |
| 9 | DFA Intermediate-Term Extended Quality Portfolio cheaper diff. adviser | 7% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 10 | VANGUARD LONG-TERM INVESTMENT-GRADE FUND · VWESX, VWETX cheaper diff. adviser | 6% | 0.10% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 11 | iShares iBoxx $ Investment Grade Corporate Bond ETF · LQD cheaper diff. adviser | 6% | 0.14% | BlackRock Fund Advisors |
| 12 | VANGUARD ESG U.S. CORPORATE BOND ETF · VCEB cheaper diff. adviser | 5% | 0.12% | The Vanguard Group, Inc. |
| 13 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX diff. adviser | 5% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | T. Rowe Price Institutional Long Duration Credit Fund · RPLCX diff. adviser | 5% | 0.45% | T. Rowe Price Associates, Inc. |
| 15 | Invesco BulletShares 2033 Corporate Bond ETF cheaper diff. adviser | 5% | 0.10% | Invesco Capital Management LLC |
| 16 | EQ/Intermediate Corporate Bond Portfolio diff. adviser | 5% | 0.40% | Equitable Investment Management Group, LLC |
| 17 | VANGUARD TARGET MATURITY 2036 CORPORATE BOND ETF · VBCJ cheaper | 5% | 0.08% | — |
| 18 | iShares Aaa - A Rated Corporate Bond ETF · QLTA cheaper diff. adviser | 4% | 0.15% | BlackRock Fund Advisors |
| 19 | iShares ESG Aware USD Corporate Bond ETF · SUSC cheaper diff. adviser | 4% | 0.18% | BlackRock Fund Advisors |
| 20 | Goldman Sachs Access Investment Grade Corporate Bond ETF · GIGB cheaper diff. adviser | 4% | 0.08% | Goldman Sachs Asset Management, L.P. |
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