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 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX | 42% | 0.62% | New York Life Investment Management LLC |
| 2 | NYLI MacKay Core Plus Bond ETF · CPLB cheaper | 41% | 0.30% | New York Life Investment Management LLC |
| 3 | NYLI VP MacKay Strategic Bond Portfolio | 27% | 0.63% | New York Life Investment Management LLC |
| 4 | NYLI Income Builder Fund · MTRAX, MKTRX, MCTRX, MTOIX, MTINX, MTODX, MTISX | 25% | 0.69% | New York Life Investment Management LLC |
| 5 | NYLI VP Income Builder Portfolio | 21% | 0.62% | New York Life Investment Management LLC |
| 6 | NYLI MacKay Securitized Income ETF · SECR cheaper | 20% | 0.28% | New York Life Investment Management LLC |
| 7 | TCW Core Fixed Income Fund · TGCFX, TGFNX, TGCPX diff. adviser | 14% | 0.44% | TCW Investment Management Company LLC |
| 8 | Intermediate Bond Portfolio diff. adviser | 13% | 0.44% | Pacific Life Fund Advisors LLC |
| 9 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 12% | 0.65% | First Trust Advisors L.P. |
| 10 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper diff. adviser | 12% | 0.28% | North Square Investments, LLC |
| 11 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX diff. adviser | 12% | 0.58% | Hartford Funds Management Company, LLC |
| 12 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 12% | 0.59% | ALPS Advisors, Inc. |
| 13 | Allspring Managed Account CoreBuilder Shares Series CP · WFCPX cheaper diff. adviser | 11% | 0.00% | Allspring Funds Management, LLC |
| 14 | NYLI VP Bond Portfolio | 11% | 0.54% | New York Life Investment Management LLC |
| 15 | Impax Core Bond Fund · PXBIX, PAXBX diff. adviser | 10% | 0.46% | Impax Asset Management LLC |
| 16 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 10% | 0.31% | Allspring Funds Management, LLC |
| 17 | Federated Hermes Total Return Bond ETF · FTRB diff. adviser | 10% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 18 | Hartford Strategic Income ETF · HFSI diff. adviser | 10% | 0.49% | Hartford Funds Management Company, LLC |
| 19 | Hartford Dynamic Bond ETF · DYNB | 10% | 0.60% | — |
| 20 | NVIT Government Bond Fund diff. adviser | 9% | 0.54% | Nationwide Fund Advisors |
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