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 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper diff. adviser | 18% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper diff. adviser | 15% | 0.28% | North Square Investments, LLC |
| 3 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 14% | 0.49% | — |
| 4 | NORTH SQUARE CORE PLUS BOND FUND · STTIX diff. adviser | 13% | 0.59% | North Square Investments, LLC |
| 5 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX cheaper diff. adviser | 12% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Allspring Core Bond Portfolio diff. adviser | 12% | — | Allspring Funds Management, LLC |
| 7 | Investment Grade Bond Fund · RFAYX, RFACX, RFATX, RFAAX, RIGRX, RIWTX cheaper diff. adviser | 11% | 0.35% | Russell Investment Management, LLC |
| 8 | Hartford Strategic Income ETF · HFSI diff. adviser | 10% | 0.49% | Hartford Funds Management Company, LLC |
| 9 | Invesco Core Bond Fund cheaper diff. adviser | 9% | 0.37% | Invesco Advisers, Inc. |
| 10 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 9% | 0.59% | ALPS Advisors, Inc. |
| 11 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 9% | 0.15% | WisdomTree Asset Management, Inc. |
| 13 | Hartford Total Return Bond ETF · HTRB cheaper diff. adviser | 9% | 0.29% | Hartford Funds Management Company, LLC |
| 14 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Dunham Long/Short Credit Fund · DAAIX, DCAIX, DNAIX diff. adviser | 9% | 0.91% | Dunham & Associates Investment Counsel, Inc. |
| 16 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 17 | Allspring Core Plus Bond Fund · STYAX, WFIPX, WIPIX, WIPDX, STYJX cheaper diff. adviser | 9% | 0.30% | Allspring Funds Management, LLC |
| 18 | Schwab Core Bond ETF · SCCR cheaper diff. adviser | 8% | 0.16% | Charles Schwab Investment Management, Inc. |
| 19 | NORTH SQUARE STRATEGIC INCOME FUND · ADVAX, ADVNX diff. adviser | 8% | 0.68% | North Square Investments, LLC |
| 20 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 8% | 0.31% | Allspring Funds Management, LLC |
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