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 | iShares GNMA Bond ETF · GNMA cheaper diff. adviser | 4% | 0.10% | BlackRock Fund Advisors |
| 2 | iShares U.S. Securitized Bond Index Fund cheaper diff. adviser | 2% | 0.01% | BlackRock Fund Advisors |
| 3 | PIA MBS Bond Fund · PMTGX diff. adviser | 2% | 0.28% | Pacific Income Advisers Inc |
| 4 | Angel Oak Total Return ETF · TRBF | 2% | 0.44% | — |
| 5 | iShares Core 5-10 Year USD Bond ETF · IMTB cheaper diff. adviser | 2% | 0.06% | BlackRock Fund Advisors |
| 6 | iShares MBS ETF · MBB cheaper diff. adviser | 2% | 0.04% | BlackRock Fund Advisors |
| 7 | WisdomTree Mortgage Plus Bond Fund · MTGP diff. adviser | 1% | 0.46% | WisdomTree Asset Management, Inc. |
| 8 | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF · SPMB cheaper diff. adviser | 1% | 0.04% | SSGA Funds Management, Inc. |
| 9 | Capital Group Core Bond ETF · CGCB diff. adviser | 1% | 0.27% | Capital Research and Management Company |
| 10 | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND · VMBSX, VMBIX, VMBS cheaper diff. adviser | 1% | 0.02% | The Vanguard Group, Inc. |
| 11 | Schwab Mortgage-Backed Securities ETF · SMBS cheaper diff. adviser | 1% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | Franklin U.S. Government Securities VIP Fund diff. adviser | 1% | 0.53% | Franklin Advisers, Inc. |
| 13 | Voya Core Bond ETF | 1% | — | — |
| 14 | AST Target Maturity Central Portfolio diff. adviser | 1% | — | PGIM INVESTMENTS LLC |
| 15 | American Funds Mortgage Fund · MFAAX, CMFFX, RMAAX, RMABX, RMACX, RMAEX, RMAFX, RMAGX, MFACX, MFAEX, MFAFX, CMFAX, CMFCX, CMFEX, RMBEX, RMAHX, AFFMX, TMFMX, TFMFX, FFMFX, FMMFX diff. adviser | 1% | 0.26% | Capital Research and Management Company |
| 16 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX diff. adviser | 1% | 0.55% | First Pacific Advisors, LP |
| 17 | FPA New Income Fund · FPNIX, FPNRX | 1% | 0.45% | — |
| 18 | Core Bond Fund diff. adviser | 1% | 0.57% | Madison Asset Management, LLC |
| 19 | Franklin Templeton SMACS: Series C · FACBX cheaper diff. adviser | 1% | 0.00% | Franklin Advisers, Inc. |
| 20 | Global Atlantic Goldman Sachs Core Fixed Income Portfolio diff. adviser | 1% | 0.51% | Global Atlantic Investment Advisors, LLC |
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