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 | JPMorgan Core Bond Trust | 29% | — | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Core Bond Fund · WOBDX, PGBOX, OBOCX, JCBUX, JCBRX, JCBZX, JCBPX, JCBQX | 23% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 3 | LVIP JPMorgan Core Bond Fund diff. adviser | 21% | 0.47% | Lincoln Financial Investments Corporation |
| 4 | JPMorgan Core Plus Bond ETF · JCPB | 21% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 5 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 6 | JPMorgan Mortgage-Backed Securities ETF · JMTG cheaper | 16% | 0.24% | — |
| 7 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 16% | 0.03% | SSGA Funds Management, Inc. |
| 8 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 15% | 0.10% | BlackRock Fund Advisors |
| 9 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 15% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 15% | 0.03% | SSGA Funds Management, Inc. |
| 11 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
| 12 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 14% | 0.17% | Columbia Management Investment Advisers, LLC |
| 13 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 14% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Core Bond Fund · VCBDX diff. adviser | 14% | 0.48% | The Variable Annuity Life Insurance Company |
| 15 | U.S. Government Fund · NOUGX diff. adviser | 13% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | AST Core Fixed Income Portfolio diff. adviser | 13% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 17 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 13% | 0.02% | The Vanguard Group, Inc. |
| 18 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper | 13% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 19 | JPMorgan Core Bond Portfolio diff. adviser | 13% | 0.45% | Brighthouse Investment Advisers, LLC |
| 20 | Bridge Builder Core Bond Fund · BBTBX cheaper diff. adviser | 13% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
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