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 Dynamic Core Income ETF · RFCI | 24% | 0.51% | ALPS Advisors, Inc. |
| 2 | PIMCO Long-Term U.S. Government Portfolio · VPVLTDV, VPVLTIV, VPVLTAV diff. adviser | 11% | 2.43% | Pacific Investment Management Company LLC |
| 3 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 10% | 0.15% | BlackRock Fund Advisors |
| 4 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 10% | 0.00% | T. Rowe Price Associates, Inc. |
| 5 | Long-Term US Government Bond Portfolio diff. adviser | 8% | 2.68% | Mason Street Advisors, LLC |
| 6 | Vident U.S. Bond Strategy ETF · VBND cheaper diff. adviser | 8% | 0.41% | Vident Asset Management |
| 7 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 8 | Brandes Core Plus Fixed Income Fund · BCPAX, BCPIX, BCPRX cheaper diff. adviser | 8% | 0.31% | Brandes Investment Partners, L.P. |
| 9 | Fidelity Tactical Bond Fund · FBAGX, FBAPX, FTKAX, FTKCX, FTYMX, FBAHX diff. adviser | 8% | 0.62% | Fidelity Management & Research Company LLC |
| 10 | AB Sustainable Thematic Balanced Portfolio · ABPAX, ABPCX, ABPYX, APWIX, ABPZX diff. adviser | 7% | 0.76% | AllianceBernstein L.P. |
| 11 | LifeX 2060 Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | LifeX 2050 Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 13 | LifeX 2055 Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | LifeX Durable Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 15 | LifeX 2065 Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 16 | Fidelity Tactical Bond ETF · FTBD diff. adviser | 7% | 0.55% | Fidelity Management & Research Company LLC |
| 17 | Voya Short Duration High Income Fund · VVJCX, VVJDX, VVJBX, VVJGX, VVJWX diff. adviser | 7% | 0.56% | Voya Investments, LLC |
| 18 | iShares iBonds Dec 2044 Term Treasury ETF · IBGA cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 19 | MFS Income Portfolio diff. adviser | 7% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 6% | 0.03% | SSGA Funds Management, Inc. |
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