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 | Aristotle Core Income Fund · PLIAX, PLNCX, PLIIX, PLIDX, PLIHX | 38% | 0.45% | Aristotle Investment Services, LLC |
| 2 | Core Income Portfolio diff. adviser | 32% | 0.55% | Pacific Life Fund Advisors LLC |
| 3 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 21% | 0.05% | WisdomTree Digital Management, Inc. |
| 4 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 5 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 15% | 0.15% | WisdomTree Asset Management, Inc. |
| 6 | iShares iBonds Dec 2035 Term Treasury ETF · IBTQ cheaper diff. adviser | 15% | 0.07% | BlackRock Fund Advisors |
| 7 | Amplify BlackSwan Growth & Treasury Core ETF | 15% | 0.49% | — |
| 8 | Amplify BlackSwan ISWN ETF · ISWN | 14% | 0.49% | — |
| 9 | Aristotle Strategic Income Fund · PLCNX, PLSRX, PLSTX, PLSFX, PLSHX | 14% | 0.59% | Aristotle Investment Services, LLC |
| 10 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 13% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX cheaper diff. adviser | 12% | 0.32% | Macquarie Investment Management Business Trust |
| 12 | Core Bond Fund · NOCBX cheaper diff. adviser | 9% | 0.42% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | SanJac Alpha Core Plus Bond ETF · SJCP diff. adviser | 9% | 0.65% | SanJac Alpha LP |
| 14 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Fixed Income Fund · NOFIX diff. adviser | 9% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 9% | 0.02% | The Vanguard Group, Inc. |
| 18 | Federated Hermes Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX cheaper diff. adviser | 8% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 19 | Touchstone Variable Series Trust-Touchstone Bond Fund diff. adviser | 8% | 0.62% | Touchstone Advisors, Inc. |
| 20 | Virtus Seix Total Return Bond Fund · CBPSX, SAMFX, SAMZX cheaper diff. adviser | 8% | 0.31% | Virtus Investment Advisers, LLC |
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