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 Long Credit VIT · LLAAX, LLACX cheaper | 53% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Investment Grade Income Fund Inc. | 39% | — | — |
| 3 | Western Asset Investment Grade Opportunity Trust Inc. | 35% | — | — |
| 4 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper diff. adviser | 11% | 0.34% | Invesco Advisers, Inc. |
| 5 | Invesco Bond Fund | 10% | — | — |
| 6 | VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND · VFICX, VFIDX cheaper diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 7 | iShares iBoxx $ Investment Grade Corporate Bond ETF · LQD cheaper diff. adviser | 10% | 0.14% | BlackRock Fund Advisors |
| 8 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 10% | 0.07% | SSGA Funds Management, Inc. |
| 10 | THRIVENT INCOME PORTFOLIO cheaper diff. adviser | 10% | 0.44% | Thrivent Financial for Lutherans |
| 11 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 12 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX cheaper diff. adviser | 10% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 9% | 0.04% | SSGA Funds Management, Inc. |
| 14 | Western Asset Premier Bond Fund | 9% | — | — |
| 15 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 16 | Capital Group Central Corporate Bond Fund · CCBFX diff. adviser | 9% | — | Capital Research and Management Company |
| 17 | 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 | 9% | 0.31% | Capital Research and Management Company |
| 18 | Principal Investment Grade Corporate Active ETF · IG cheaper diff. adviser | 9% | 0.19% | Principal Global Investors, LLC |
| 19 | VOYA INVESTMENT GRADE CREDIT FUND · VIGTX, VACFX, VIGCX, VIGWX cheaper diff. adviser | 9% | 0.00% | Voya Investments, LLC |
| 20 | VANGUARD ESG U.S. CORPORATE BOND ETF · VCEB cheaper diff. adviser | 9% | 0.12% | The Vanguard Group, Inc. |
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