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 | RiverFront Strategic Income Fund · RIGS cheaper | 24% | 0.46% | ALPS Advisors, Inc. |
| 2 | PIMCO Long-Term U.S. Government Portfolio · VPVLTDV, VPVLTIV, VPVLTAV diff. adviser | 9% | 2.43% | Pacific Investment Management Company LLC |
| 3 | Fidelity Tactical Bond Fund · FBAGX, FBAPX, FTKAX, FTKCX, FTYMX, FBAHX diff. adviser | 9% | 0.62% | Fidelity Management & Research Company LLC |
| 4 | Brandes Core Plus Fixed Income Fund · BCPAX, BCPIX, BCPRX cheaper diff. adviser | 8% | 0.31% | Brandes Investment Partners, L.P. |
| 5 | Fidelity Tactical Bond ETF · FTBD diff. adviser | 7% | 0.55% | Fidelity Management & Research Company LLC |
| 6 | AB Sustainable Thematic Balanced Portfolio · ABPAX, ABPCX, ABPYX, APWIX, ABPZX diff. adviser | 7% | 0.76% | AllianceBernstein L.P. |
| 7 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 7% | 0.08% | BondBloxx Investment Management Corporation |
| 8 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 9 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 10 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 5% | 0.15% | BlackRock Fund Advisors |
| 14 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio diff. adviser | 5% | 0.90% | Equitable Investment Management Group, LLC |
| 15 | Amplify BlackSwan Growth & Treasury Core ETF cheaper | 5% | 0.49% | — |
| 16 | Amplify BlackSwan ISWN ETF · ISWN cheaper | 5% | 0.49% | — |
| 17 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 18 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 5% | 0.15% | WisdomTree Asset Management, Inc. |
| 19 | iShares iBonds Dec 2034 Term Treasury ETF · IBTP cheaper diff. adviser | 5% | 0.07% | BlackRock Fund Advisors |
| 20 | E*TRADE No Fee U.S. Bond Index Fund · ETBOX cheaper diff. adviser | 5% | 0.00% | Morgan Stanley Investment Management Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.