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 Total Return Fund V cheaper | 31% | 0.53% | Pacific Investment Management Company LLC |
| 2 | EQ/PIMCO Total Return ESG Portfolio cheaper diff. adviser | 28% | 0.53% | Equitable Investment Management Group, LLC |
| 3 | PIMCO Total Return Portfolio · VPVTRDV, VPVTRIV, VPVTRVV cheaper | 25% | 0.64% | Pacific Investment Management Company LLC |
| 4 | PIMCO Total Return Fund · PTTRX, PTRAX, PTTAX, PTTCX, PTRRX, PTTPX, PTTNX cheaper | 23% | 0.51% | Pacific Investment Management Company LLC |
| 5 | PIMCO Total Return Fund IV · PTUIX, PTUZX cheaper | 18% | 0.67% | Pacific Investment Management Company LLC |
| 6 | PIMCO Total Return Portfolio cheaper diff. adviser | 17% | 0.59% | Brighthouse Investment Advisers, LLC |
| 7 | PIMCO Low Duration ESG Fund · PLDIX, PLUPX cheaper | 17% | 0.61% | Pacific Investment Management Company LLC |
| 8 | PIMCO StocksPLUS Long Duration Fund · PSLDX | 16% | 2.88% | Pacific Investment Management Company LLC |
| 9 | Total Return Portfolio cheaper diff. adviser | 16% | 0.72% | Pacific Life Fund Advisors LLC |
| 10 | PIMCO Moderate Duration Fund · PMDRX, PMOPX cheaper | 15% | 0.53% | Pacific Investment Management Company LLC |
| 11 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
| 12 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 15% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 15% | 0.03% | SSGA Funds Management, Inc. |
| 14 | PIMCO Total Return Fund II · PMBIX, PMTPX cheaper | 15% | 0.57% | Pacific Investment Management Company LLC |
| 15 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 15% | 0.10% | BlackRock Fund Advisors |
| 16 | PIMCO Long-Term U.S. Government Fund · PGOVX, PFGAX, PFGCX, PLTPX | 15% | 0.84% | 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 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX | 15% | 2.99% | Pacific Investment Management Company LLC |
| 19 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 14% | 0.10% | The Vanguard Group, Inc. |
| 20 | PIMCO Long Duration Credit Bond Portfolio | 14% | — | Pacific Investment Management Company LLC |
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