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 | Invesco Income Allocation Fund · ALAAX, CLIAX, RLIAX, ILAAX, ALAYX cheaper | 13% | 0.53% | Invesco Advisers, Inc. |
| 2 | Invesco High Yield Bond Factor ETF · GTOQ cheaper diff. adviser | 8% | 0.39% | Invesco Capital Management LLC |
| 3 | MML VIP Fidelity Institutional AM Core Plus Bond Fund diff. adviser | 8% | 0.63% | MML Investment Advisers, LLC |
| 4 | Invesco Global Allocation Fund | 7% | 0.89% | Invesco Advisers, Inc. |
| 5 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper | 6% | 0.34% | Invesco Advisers, Inc. |
| 6 | Invesco High Yield Fund · AMHYX, AHYCX, HYINX, AHIYX, AHHYX, HYIFX | 6% | 0.62% | Invesco Advisers, Inc. |
| 7 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper diff. adviser | 6% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 6% | 0.12% | Global X Management Company LLC |
| 9 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper | 6% | 0.44% | Invesco Advisers, Inc. |
| 10 | Invesco Fundamental Investment Grade Corporate Bond ETF · PFIG cheaper diff. adviser | 5% | 0.22% | Invesco Capital Management LLC |
| 11 | Invesco Total Return Bond ETF · GTO cheaper diff. adviser | 5% | 0.35% | Invesco Capital Management LLC |
| 12 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX cheaper | 5% | 0.40% | Invesco Advisers, Inc. |
| 13 | T. Rowe Price QM U.S. Bond ETF · TAGG cheaper diff. adviser | 5% | 0.08% | T. Rowe Price Associates, Inc. |
| 14 | Invesco BulletShares 2029 High Yield Corporate Bond ETF cheaper diff. adviser | 5% | 0.42% | Invesco Capital Management LLC |
| 15 | Invesco BulletShares 2028 High Yield Corporate Bond ETF · BSJS cheaper diff. adviser | 5% | 0.42% | Invesco Capital Management LLC |
| 16 | Invesco V.I. Comstock Fund | 5% | 0.76% | Invesco Advisers, Inc. |
| 17 | Invesco BulletShares 2030 High Yield Corporate Bond ETF cheaper diff. adviser | 5% | 0.42% | Invesco Capital Management LLC |
| 18 | Invesco V.I. American Value Fund | 5% | 0.89% | Invesco Advisers, Inc. |
| 19 | Invesco Technology Fund · ITYAX, ITHCX, FTCHX, FTPIX, ITYYX, ITYRX | 5% | 0.67% | Invesco Advisers, Inc. |
| 20 | Invesco V.I. Main Street Mid Cap Fund | 5% | 0.94% | Invesco Advisers, Inc. |
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