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 | FIIG ESG FIXED INCOME FUND FOR RETIREMENT · QDVBX | 97% | 0.01% | Fisher Asset Management LLC |
| 2 | ActivePassive Core Bond ETF · APCB | 15% | 0.36% | — |
| 3 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 15% | 1.68% | Regents Park Funds, LLC |
| 4 | Abacus Flexible Bond Leaders ETF · ABXB | 15% | 0.62% | — |
| 5 | Monarch Ambassador Income ETF · MAMB diff. adviser | 15% | 1.26% | Kingsview Wealth Management LLC |
| 6 | Kingsbarn Tactical Bond ETF · KDRN diff. adviser | 15% | 0.62% | Kingsbarn Capital Management, LLC |
| 7 | WisdomTree Bianco Total Return Fund · WTBN diff. adviser | 15% | 0.60% | WisdomTree Asset Management, Inc. |
| 8 | Ocean Park Diversified Income ETF diff. adviser | 15% | 1.03% | Ocean Park Asset Management, LLC |
| 9 | Bluemonte Core Bond ETF · BDBT | 15% | 0.23% | — |
| 10 | iShares LifePath Retirement ETF · IRTR diff. adviser | 13% | 0.08% | BlackRock Fund Advisors |
| 11 | PFG Fidelity Insititutional AM Bond ESG Strategy diff. adviser | 12% | 2.31% | Pacific Financial Group, LLC |
| 12 | iShares LifePath Target Date 2030 ETF · ITDB diff. adviser | 10% | 0.09% | BlackRock Fund Advisors |
| 13 | NVIT iShares Fixed Income ETF Fund diff. adviser | 10% | 0.22% | Nationwide Fund Advisors |
| 14 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 10% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 15 | iShares iBonds Dec 2033 Term Treasury ETF · IBTO diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 16 | FlexShares Core Select Bond Fund · BNDC diff. adviser | 9% | 0.35% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX diff. adviser | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 18 | iShares LifePath Target Date 2035 ETF · ITDC diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 19 | Columbia Variable Portfolio - Long Government/Credit Bond Fund diff. adviser | 9% | 0.47% | Columbia Management Investment Advisers, LLC |
| 20 | Amplify BlackSwan Growth & Treasury Core ETF | 9% | 0.49% | — |
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