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 | Core Bond Trust · JVCNX, JADKX, JAAEX diff. adviser | 87% | 0.62% | John Hancock Variable Trust Advisers LLC |
| 2 | Core Bond Fund · JHCDX, JICDX | 74% | 0.61% | — |
| 3 | Allspring Core Bond Portfolio diff. adviser | 62% | — | Allspring Funds Management, LLC |
| 4 | Variable Portfolio - Partners Core Bond Fund diff. adviser | 47% | 0.48% | Columbia Management Investment Advisers, LLC |
| 5 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 29% | 0.49% | — |
| 6 | SIIT CORE FIXED INCOME FUND · SCOAX diff. adviser | 23% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 12% | 0.02% | The Vanguard Group, Inc. |
| 8 | Invesco V.I. Core Plus Bond Fund diff. adviser | 11% | 0.62% | Invesco Advisers, Inc. |
| 9 | The Bond Fund of America cheaper diff. adviser | 11% | 0.23% | Capital Research and Management Company |
| 10 | Bond Fund of America · ABNDX, RBFAX, RBFBX, RBFCX, RBFEX, RBFFX, BFACX, BFAFX, CFAAX, CFACX, CFAEX, CFAFX, ABNFX, RBFGX, RBEBX, RBFHX, BFFAX, TFBFX, TBFFX, FFBOX, FBOFX cheaper diff. adviser | 10% | 0.23% | Capital Research and Management Company |
| 11 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 13 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper diff. adviser | 10% | 0.06% | BlackRock Fund Advisors |
| 14 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 15 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 10% | 0.10% | BlackRock Fund Advisors |
| 16 | Invesco Core Fixed Income ETF cheaper diff. adviser | 10% | 0.26% | Invesco Capital Management LLC |
| 17 | Invesco Total Return Bond ETF · GTO diff. adviser | 9% | 0.35% | Invesco Capital Management LLC |
| 18 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX diff. adviser | 9% | 0.59% | ALPS Advisors, Inc. |
| 19 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 9% | 0.12% | Global X Management Company LLC |
| 20 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
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