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 | Western Asset Corporate Bond Fund · SIGAX, SBILX, SIGYX, LCBPX, LWBOX | 53% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Investment Grade Income Fund Inc. | 34% | — | — |
| 3 | Western Asset Investment Grade Opportunity Trust Inc. | 30% | — | — |
| 4 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 17% | 0.03% | The Vanguard Group, Inc. |
| 5 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 17% | 0.04% | SSGA Funds Management, Inc. |
| 6 | iShares iBoxx $ Investment Grade Corporate Bond ETF · LQD cheaper diff. adviser | 15% | 0.14% | BlackRock Fund Advisors |
| 7 | iShares U.S. Long Credit Bond Index Fund cheaper diff. adviser | 14% | 0.12% | BlackRock Fund Advisors |
| 8 | iShares 10+ Year Investment Grade Corporate Bond ETF · IGLB cheaper diff. adviser | 14% | 0.04% | BlackRock Fund Advisors |
| 9 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper diff. adviser | 14% | 0.34% | Invesco Advisers, Inc. |
| 10 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 13% | 0.07% | SSGA Funds Management, Inc. |
| 11 | Invesco Bond Fund | 13% | — | — |
| 12 | VANGUARD LONG-TERM INVESTMENT-GRADE FUND · VWESX, VWETX cheaper diff. adviser | 12% | 0.10% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 13 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX cheaper diff. adviser | 12% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | VANGUARD ESG U.S. CORPORATE BOND ETF · VCEB cheaper diff. adviser | 12% | 0.12% | The Vanguard Group, Inc. |
| 15 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 12% | 0.19% | BondBloxx Investment Management Corporation |
| 16 | SIIT LONG DURATION FUND · LDRAX cheaper diff. adviser | 12% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | State Street(R) SPDR Portfolio Corporate Bond ETF · SPBO cheaper diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 18 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 20 | 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 diff. adviser | 10% | 0.31% | Capital Research and Management Company |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.