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 | Performance Trust Multisector Bond Fund · PTCRX | 28% | 0.99% | — |
| 2 | Performance Trust Short Term Bond ETF · STBF cheaper | 13% | 0.65% | — |
| 3 | Invesco Taxable Municipal Bond ETF · BAB cheaper | 7% | 0.28% | Invesco Capital Management LLC |
| 4 | MFS Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX cheaper | 6% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper | 6% | 0.15% | BlackRock Fund Advisors |
| 6 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper | 5% | 0.06% | BlackRock Fund Advisors |
| 7 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper | 4% | 0.02% | The Vanguard Group, Inc. |
| 8 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper | 4% | 0.10% | The Vanguard Group, Inc. |
| 9 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper | 4% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper | 4% | 0.08% | BondBloxx Investment Management Corporation |
| 11 | Vident U.S. Bond Strategy ETF · VBND cheaper | 4% | 0.41% | Vident Asset Management |
| 12 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper | 4% | 0.03% | The Vanguard Group, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper | 4% | 0.03% | SSGA Funds Management, Inc. |
| 14 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper | 4% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | BlackRock Taxable Municipal Bond Trust | 4% | — | — |
| 16 | Long Duration Bond Fund · RMHAX, RMHCX, RMHRX, RMHSX, RMHTX, RMHYX cheaper | 4% | 0.29% | Russell Investment Management, LLC |
| 17 | VANGUARD LONG-TERM INVESTMENT-GRADE FUND · VWESX, VWETX cheaper | 4% | 0.10% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 18 | Nuveen Taxable Municipal Income Fund | 4% | — | — |
| 19 | Core Plus Income Fund · WCPBX, WCPNX cheaper | 4% | 0.45% | Weitz Investment Management, Inc. |
| 20 | PGIM Corporate Bond 10+ Year ETF · PCL cheaper | 4% | 0.25% | PGIM INVESTMENTS LLC |
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