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 | Core Bond Trust · JVCNX, JADKX, JAAEX | 75% | 0.62% | John Hancock Variable Trust Advisers LLC |
| 2 | Select Bond Portfolio cheaper | 74% | 0.31% | Mason Street Advisors, LLC |
| 3 | Allspring Core Bond Portfolio | 68% | — | Allspring Funds Management, LLC |
| 4 | Variable Portfolio - Partners Core Bond Fund cheaper | 38% | 0.48% | Columbia Management Investment Advisers, LLC |
| 5 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper | 29% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX cheaper | 23% | 0.49% | — |
| 7 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper | 12% | 0.02% | The Vanguard Group, Inc. |
| 8 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper | 11% | 0.44% | Invesco Advisers, Inc. |
| 9 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper | 11% | 0.06% | BlackRock Fund Advisors |
| 10 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper | 11% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper | 10% | 0.03% | The Vanguard Group, Inc. |
| 13 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper | 10% | 0.28% | North Square Investments, LLC |
| 14 | American Funds Corporate Bond Fund · BFCAX, COBFX, RCBAX, RCBBX, RCBCX, RCBDX, RCBEX, RCBFX, BFCCX, BFCFX, BFCGX, COBAX, COBCX, COBEX, RCBGX, RCBHX, CFBFX, TABBX, TFBBX, FFBBX, FBCDX cheaper | 10% | 0.31% | Capital Research and Management Company |
| 15 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX cheaper | 10% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | iShares U.S. Long Government Bond Index Fund cheaper | 10% | 0.10% | BlackRock Fund Advisors |
| 17 | Capital Group Central Corporate Bond Fund · CCBFX | 9% | — | Capital Research and Management Company |
| 18 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | SIIT LONG DURATION FUND · LDRAX cheaper | 9% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.