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 Agency Bond ETF · AGZ cheaper diff. adviser | 10% | 0.20% | BlackRock Fund Advisors |
| 2 | VanEck Green Bond ETF · GRNB cheaper diff. adviser | 7% | 0.20% | Van Eck Associates Corporation |
| 3 | EQ/Intermediate Government Bond Portfolio cheaper diff. adviser | 6% | 0.37% | Equitable Investment Management Group, LLC |
| 4 | iShares USD Green Bond ETF · BGRN cheaper diff. adviser | 6% | 0.20% | BlackRock Fund Advisors |
| 5 | EQ/Quality Bond PLUS Portfolio diff. adviser | 6% | 0.60% | Equitable Investment Management Group, LLC |
| 6 | Eventide Core Bond Fund · ETNRX, ETARX, ETCRX, ETIRX | 6% | 0.48% | — |
| 7 | Domini Impact Bond Fund · DSBFX, DSBIX, DSBYX diff. adviser | 5% | 0.57% | Domini Impact Investments LLC |
| 8 | Calvert Green Bond Fund · CGAFX, CGBIX, CBGRX cheaper diff. adviser | 5% | 0.43% | Calvert Research and Management |
| 9 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX cheaper diff. adviser | 5% | 0.35% | Teachers Advisors, LLC |
| 10 | DFA Investment Grade Portfolio cheaper diff. adviser | 5% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 11 | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF · SPMB cheaper diff. adviser | 4% | 0.04% | SSGA Funds Management, Inc. |
| 12 | Nuveen Securitized Credit Managed Accounts Portfolio · NNSDX cheaper | 4% | 0.00% | — |
| 13 | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · AGGY cheaper diff. adviser | 4% | 0.12% | WisdomTree Asset Management, Inc. |
| 14 | DFA Social Fixed Income Portfolio cheaper diff. adviser | 4% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Long Duration Bond Fund · RMHAX, RMHCX, RMHRX, RMHSX, RMHTX, RMHYX cheaper diff. adviser | 4% | 0.29% | Russell Investment Management, LLC |
| 16 | iShares CMBS ETF · CMBS cheaper diff. adviser | 4% | 0.25% | BlackRock Fund Advisors |
| 17 | Nuveen Green Bond Fund · TGRNX, TGRLX, TGROX, TGRMX, TGRKX cheaper diff. adviser | 4% | 0.45% | Teachers Advisors, LLC |
| 18 | Dodge & Cox Income Fund · DODIX, DOXIX cheaper diff. adviser | 4% | 0.33% | Dodge & Cox |
| 19 | First American Multi-Manager Fixed-Income Fund · FAFIX diff. adviser | 4% | 0.52% | U.S. Bancorp Asset Management, Inc. |
| 20 | CCM Community Impact Bond Fund · CRAIX, CRANX, CRATX cheaper diff. adviser | 4% | 0.42% | Community Capital Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.