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 | Active Bond Trust · JAHDX, JAHFX, JAHEX diff. adviser | 70% | 0.65% | John Hancock Variable Trust Advisers LLC |
| 2 | Investment Grade Bond Fund · TAUSX, TCUSX, TIUSX, JIGBX, JIGMX, JIGEX | 63% | 0.38% | John Hancock Investment Management LLC |
| 3 | John Hancock Core Bond ETF · JHCR cheaper | 52% | 0.29% | John Hancock Investment Management LLC |
| 4 | John Hancock Income Securities Trust | 47% | — | — |
| 5 | Select Bond Trust · JAGBX, JAFZX, JHBDX diff. adviser | 46% | 0.60% | John Hancock Variable Trust Advisers LLC |
| 6 | John Hancock Core Plus Bond ETF · JHCP | 36% | 0.36% | John Hancock Investment Management LLC |
| 7 | Balanced Fund · SVBAX, SVBCX, SVBIX, JBAFX, JBAVX, JBAWX, JBATX | 33% | 0.61% | John Hancock Investment Management LLC |
| 8 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX cheaper diff. adviser | 28% | 0.14% | Mercer Investments LLC |
| 9 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper | 21% | 0.00% | John Hancock Investment Management LLC |
| 10 | John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio · JMADX cheaper | 12% | 0.00% | John Hancock Investment Management LLC |
| 11 | John Hancock Managed Account Shares Securitized Debt Portfolio · JMAEX cheaper | 11% | 0.00% | John Hancock Investment Management LLC |
| 12 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 13 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 15 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 9% | 0.65% | First Trust Advisors L.P. |
| 16 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 18 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 19 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 9% | 0.59% | ALPS Advisors, Inc. |
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