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 | NVIT Loomis Core Bond Fund | 49% | 0.44% | Nationwide Fund Advisors |
| 2 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX diff. adviser | 41% | 0.35% | Loomis, Sayles & Company, L.P. |
| 3 | EQ/Core Plus Bond Portfolio diff. adviser | 28% | 0.68% | Equitable Investment Management Group, LLC |
| 4 | NVIT Loomis Short Term Bond Fund | 23% | 0.40% | Nationwide Fund Advisors |
| 5 | Nationwide Loomis Short Term Bond Fund · NWJSX, NWJTX, NWJUX, NWJVX | 23% | 0.43% | Nationwide Fund Advisors |
| 6 | Multi-Manager Total Return Bond Strategies Fund · CTRZX | 17% | 0.47% | — |
| 7 | Catholic Responsible Investments Bond Fund · CRBVX, CRBSX diff. adviser | 14% | 0.35% | Christian Brothers Investment Services, Inc. |
| 8 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 9 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 11 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 11% | 0.02% | The Vanguard Group, Inc. |
| 12 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 13 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper diff. adviser | 10% | 0.06% | BlackRock Fund Advisors |
| 15 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 10% | 0.08% | BondBloxx Investment Management Corporation |
| 16 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 10% | 0.12% | Global X Management Company LLC |
| 17 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 10% | 0.10% | The Vanguard Group, Inc. |
| 18 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 9% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Diversified Bond Portfolio diff. adviser | 9% | 0.44% | Pacific Life Fund Advisors LLC |
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