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 | Neuberger Berman Total Return Bond ETF · NBTR | 43% | 0.38% | Neuberger Berman Investment Advisers LLC |
| 2 | ActivePassive Core Bond ETF · APCB | 12% | 0.36% | — |
| 3 | Neuberger Berman Short Duration Income ETF · NBSD | 10% | 0.35% | Neuberger Berman Investment Advisers LLC |
| 4 | Neuberger Berman Strategic Income Fund · NSTLX, NSTTX, NSTAX, NSTCX, NRSIX | 10% | 0.51% | Neuberger Berman Investment Advisers LLC |
| 5 | Short Duration Bond Portfolio | 10% | 0.92% | Neuberger Berman Investment Advisers LLC |
| 6 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper diff. adviser | 9% | 0.02% | SSGA Funds Management, Inc. |
| 7 | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF · SPAB cheaper diff. adviser | 8% | 0.03% | SSGA Funds Management, Inc. |
| 8 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 8% | 0.04% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | JNL/Neuberger Berman Strategic Income Fund diff. adviser | 8% | 0.64% | Jackson National Asset Management, LLC |
| 11 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 12 | Bond Fund of America · ABNDX, RBFAX, RBFBX, RBFCX, RBFEX, RBFFX, BFACX, BFAFX, CFAAX, CFACX, CFAEX, CFAFX, ABNFX, RBFGX, RBEBX, RBFHX, BFFAX, TFBFX, TBFFX, FFBOX, FBOFX cheaper diff. adviser | 7% | 0.23% | Capital Research and Management Company |
| 13 | LVIP SSGA Bond Index Fund diff. adviser | 7% | 0.37% | Lincoln Financial Investments Corporation |
| 14 | Nuveen ESG U.S. Aggregate Bond ETF · NUBD cheaper diff. adviser | 7% | 0.15% | Nuveen Fund Advisors, LLC |
| 15 | T. Rowe Price QM U.S. Bond Index Fund · PBDIX, TSBZX, TSBLX cheaper diff. adviser | 7% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | Empower Bond Index Fund · MXBIX, MXCOX cheaper diff. adviser | 7% | 0.14% | Empower Capital Management, LLC |
| 17 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 6% | 0.02% | The Vanguard Group, Inc. |
| 18 | TOTAL BOND MARKET INDEX PORTFOLIO cheaper diff. adviser | 6% | 0.14% | The Vanguard Group, Inc. |
| 19 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 6% | 0.01% | The Vanguard Group, Inc. |
| 20 | Principal Investment Grade Corporate Active ETF · IG cheaper diff. adviser | 6% | 0.19% | Principal Global Investors, LLC |
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