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 | 41% | — | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Core Bond Portfolio diff. adviser | 27% | 0.45% | Brighthouse Investment Advisers, LLC |
| 3 | LVIP JPMorgan Core Bond Fund diff. adviser | 26% | 0.47% | Lincoln Financial Investments Corporation |
| 4 | SA JPMorgan MFS Core Bond Portfolio diff. adviser | 24% | 0.54% | SunAmerica Asset Management, LLC |
| 5 | JPMorgan Active Bond ETF · JBND cheaper | 23% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Core Plus Bond Fund · HLIPX, ONIAX, OBDCX, JCPUX, JCPZX, JCPPX, JCPQX, JCPYX | 21% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 7 | Bridge Builder Core Bond Fund · BBTBX cheaper diff. adviser | 18% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 8 | Intermediate Bond Portfolio diff. adviser | 16% | 0.44% | Pacific Life Fund Advisors LLC |
| 9 | Core Bond Fund · VCBDX diff. adviser | 15% | 0.48% | The Variable Annuity Life Insurance Company |
| 10 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 15% | 0.17% | Columbia Management Investment Advisers, LLC |
| 11 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
| 12 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 15% | 0.03% | SSGA Funds Management, Inc. |
| 13 | AST Core Fixed Income Portfolio diff. adviser | 15% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 14 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 14% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | iShares Government/Credit Bond ETF · GBF cheaper diff. adviser | 14% | 0.20% | BlackRock Fund Advisors |
| 16 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 13% | 0.02% | The Vanguard Group, Inc. |
| 17 | JPMorgan Mortgage-Backed Securities ETF · JMTG cheaper | 13% | 0.24% | — |
| 18 | JPMorgan Core Plus Bond ETF · JCPB | 13% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 19 | iShares Core U.S. Aggregate Bond ETF · AGG cheaper diff. adviser | 13% | 0.03% | BlackRock Fund Advisors |
| 20 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 13% | 0.03% | Fidelity Management & Research Company LLC |
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