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 | BNY Mellon Short Duration Corporate Bond ETF cheaper | 5% | 0.06% | — |
| 2 | Emles Real Estate Credit ETF | 2% | — | — |
| 3 | Pacific Funds Strategic Income | 2% | 0.64% | — |
| 4 | INCOME PLUS PORTFOLIO | 2% | 0.75% | — |
| 5 | Delaware Ivy Corporate Bond Fund | 2% | 0.55% | — |
| 6 | Invesco PureBetaSM US Aggregate Bond ETF cheaper | 2% | 0.05% | — |
| 7 | Invesco Investment Grade Value ETF | 2% | 0.13% | — |
| 8 | AZL MetWest Total Return Bond Fund | 1% | 0.81% | Allianz Investment Management LLC |
| 9 | Osterweis Total Return Fund | 1% | 0.68% | — |
| 10 | Lazard Global Fixed Income Portfolio | 1% | 0.65% | — |
| 11 | Mutual of America VIP Bond Portfolio | 1% | 0.54% | — |
| 12 | JPMorgan Insurance Trust Core Bond Portfolio | 1% | 0.54% | — |
| 13 | Victory INCORE Investment Quality Bond Fund | 1% | 0.66% | — |
| 14 | Pacific Funds Core Income | 1% | 0.55% | — |
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