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 | PIMCO Moderate Duration Fund · PMDRX, PMOPX cheaper | 43% | 0.53% | Pacific Investment Management Company LLC |
| 2 | PIMCO Long-Term U.S. Government Fund · PGOVX, PFGAX, PFGCX, PLTPX | 29% | 0.84% | Pacific Investment Management Company LLC |
| 3 | PIMCO Long-Term U.S. Government Portfolio · VPVLTDV, VPVLTIV, VPVLTAV | 28% | 2.43% | Pacific Investment Management Company LLC |
| 4 | Long-Term US Government Bond Portfolio diff. adviser | 24% | 2.68% | Mason Street Advisors, LLC |
| 5 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX | 23% | 2.99% | Pacific Investment Management Company LLC |
| 6 | PIMCO Total Return Fund · PTTRX, PTRAX, PTTAX, PTTCX, PTRRX, PTTPX, PTTNX cheaper | 18% | 0.51% | Pacific Investment Management Company LLC |
| 7 | PIMCO Dynamic Bond Portfolio · PUNCBDA, PVUCBPA, PUNCBAD, PUNCBAM | 18% | 0.88% | Pacific Investment Management Company LLC |
| 8 | PIMCO Total Return Fund IV · PTUIX, PTUZX | 17% | 0.67% | Pacific Investment Management Company LLC |
| 9 | PIMCO Total Return Portfolio · VPVTRDV, VPVTRIV, VPVTRVV | 17% | 0.64% | Pacific Investment Management Company LLC |
| 10 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 17% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 17% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 13 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 16% | 0.08% | BondBloxx Investment Management Corporation |
| 14 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 16% | 0.10% | The Vanguard Group, Inc. |
| 15 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 16% | 0.10% | BlackRock Fund Advisors |
| 16 | PIMCO Low Duration Opportunities Fund · PUTIX, ATMAX, ATMCX, PUTPX | 15% | 0.59% | Pacific Investment Management Company LLC |
| 17 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 15% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | Fixed Income SHares: Series C · FXICX cheaper | 15% | 0.27% | Pacific Investment Management Company LLC |
| 19 | PIMCO Total Return ESG Fund · PTSAX, PRFAX, PRAPX, PTGAX, PTGCX | 15% | 0.82% | Pacific Investment Management Company LLC |
| 20 | EQ/PIMCO Total Return ESG Portfolio cheaper diff. adviser | 15% | 0.53% | Equitable Investment Management Group, LLC |
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