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 | Pacer US Cash Cows Bond Fund ETF · MILK diff. adviser | 8% | 0.49% | Pacer Advisors, Inc. |
| 2 | GMO Multi-Sector Fixed Income Fund · GUGAX, GPBFX | 7% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 3 | Janus Henderson Corporate Bond ETF · JLQD cheaper diff. adviser | 6% | 0.20% | Janus Henderson Investors US LLC |
| 4 | FIS Bright Portfolios Core Bond ETF · BRIB | 6% | 0.49% | — |
| 5 | John Hancock Corporate Bond ETF · JHCB diff. adviser | 5% | 0.29% | John Hancock Investment Management LLC |
| 6 | SPDR SSGA My2034 Corporate Bond ETF · MYCN cheaper diff. adviser | 5% | 0.15% | SSGA Funds Management, Inc. |
| 7 | VANGUARD TARGET MATURITY 2034 CORPORATE BOND ETF · VBCH cheaper | 4% | 0.08% | — |
| 8 | AB Corporate Bond ETF · EYEG diff. adviser | 4% | 0.30% | AllianceBernstein L.P. |
| 9 | CM ADVISORS FIXED INCOME FUND · CMFIX diff. adviser | 4% | — | Van Den Berg Management I Inc dba CM Fund Advisors |
| 10 | iShares Investment Grade Systematic Bond ETF · IGEB cheaper diff. adviser | 4% | 0.18% | BlackRock Fund Advisors |
| 11 | Principal Investment Grade Corporate Active ETF · IG cheaper diff. adviser | 4% | 0.19% | Principal Global Investors, LLC |
| 12 | Venerable Intermediate Corporate Bond Index Fund diff. adviser | 3% | 0.36% | Venerable Investment Advisers, LLC |
| 13 | VANGUARD TARGET MATURITY 2035 CORPORATE BOND ETF · VBCI cheaper | 3% | 0.08% | — |
| 14 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper diff. adviser | 3% | 0.00% | John Hancock Investment Management LLC |
| 15 | FlexShares ESG & Climate Investment Grade Corporate Core Index Fund · FEIG cheaper diff. adviser | 3% | 0.12% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 3% | 0.19% | BondBloxx Investment Management Corporation |
| 17 | PIA BBB Bond Fund · PBBBX cheaper diff. adviser | 3% | 0.19% | Pacific Income Advisers Inc |
| 18 | BondBloxx BBB Rated 5-10 Year Corporate Bond ETF cheaper diff. adviser | 3% | 0.19% | BondBloxx Investment Management Corporation |
| 19 | SPDR SSGA My2029 Corporate Bond ETF · MYCI cheaper diff. adviser | 3% | 0.15% | SSGA Funds Management, Inc. |
| 20 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 3% | 0.65% | First Trust Advisors L.P. |
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