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 BBB Rated Corporate Bond ETF · LQDB cheaper diff. adviser | 11% | 0.15% | BlackRock Fund Advisors |
| 2 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF diff. adviser | 10% | 0.19% | BondBloxx Investment Management Corporation |
| 3 | Federated Hermes Corporate Bond Strategy Portfolio · FCSPX cheaper diff. adviser | 10% | 0.00% | Federated Advisory Services Company, Federated Investment Management Company |
| 4 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 9% | 0.07% | SSGA Funds Management, Inc. |
| 5 | BondBloxx BBB Rated 5-10 Year Corporate Bond ETF diff. adviser | 9% | 0.19% | BondBloxx Investment Management Corporation |
| 6 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 8% | 0.19% | BondBloxx Investment Management Corporation |
| 7 | T. Rowe Price Institutional Long Duration Credit Fund · RPLCX diff. adviser | 7% | 0.45% | T. Rowe Price Associates, Inc. |
| 8 | iShares iBonds Dec 2030 Term Corporate ETF · IBDV cheaper diff. adviser | 7% | 0.10% | BlackRock Fund Advisors |
| 9 | SPDR SSGA My2030 Corporate Bond ETF · MYCJ cheaper diff. adviser | 6% | 0.15% | SSGA Funds Management, Inc. |
| 10 | VANGUARD TARGET MATURITY 2030 CORPORATE BOND ETF · VBCD cheaper | 6% | 0.08% | — |
| 11 | WisdomTree U.S. Corporate Bond Fund · QIG cheaper diff. adviser | 6% | 0.18% | WisdomTree Asset Management, Inc. |
| 12 | Federated Hermes Intermediate Corporate Bond Fund · FIIFX, INISX, ICBRX diff. adviser | 6% | 0.46% | Federated Advisory Services Company, Federated Investment Management Company |
| 13 | BNY Mellon Corporate Bond Fund · BYMMX, BYMIX diff. adviser | 6% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 14 | Invesco BulletShares 2030 Corporate Bond ETF · BSCU cheaper diff. adviser | 6% | 0.10% | Invesco Capital Management LLC |
| 15 | Fidelity Series Corporate Bond Fund · FHMFX cheaper diff. adviser | 5% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | iShares Investment Grade Systematic Bond ETF · IGEB cheaper diff. adviser | 5% | 0.18% | BlackRock Fund Advisors |
| 17 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper diff. adviser | 5% | 0.00% | John Hancock Investment Management LLC |
| 18 | Venerable Intermediate Corporate Bond Index Fund diff. adviser | 5% | 0.36% | Venerable Investment Advisers, LLC |
| 19 | The U.S. Corporate Fixed Income Securities Portfolio · HCXSX cheaper diff. adviser | 5% | 0.18% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 20 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.