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 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 2 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 16% | 0.19% | BondBloxx Investment Management Corporation |
| 3 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 14% | 0.04% | SSGA Funds Management, Inc. |
| 4 | Franklin Long Duration Credit Fund · FLDBX cheaper diff. adviser | 13% | 0.30% | Franklin Templeton Institutional, LLC |
| 5 | iShares U.S. Long Credit Bond Index Fund cheaper diff. adviser | 13% | 0.12% | BlackRock Fund Advisors |
| 6 | VANGUARD LONG-TERM INVESTMENT-GRADE FUND · VWESX, VWETX cheaper diff. adviser | 13% | 0.10% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 7 | iShares 10+ Year Investment Grade Corporate Bond ETF · IGLB cheaper diff. adviser | 13% | 0.04% | BlackRock Fund Advisors |
| 8 | AST Multi-Sector Fixed Income Portfolio diff. adviser | 12% | 0.72% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | FlexShares Credit-Scored US Long Corporate Bond Index Fund · LKOR cheaper diff. adviser | 11% | 0.15% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | SIIT LONG DURATION FUND · LDRAX diff. adviser | 11% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX cheaper diff. adviser | 11% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 10% | 0.07% | SSGA Funds Management, Inc. |
| 13 | Transamerica Long Credit · TLCFX, TLCJX, TLCKX, TLCDX diff. adviser | 10% | 0.56% | Transamerica Asset Management, Inc. |
| 14 | T. Rowe Price Institutional Long Duration Credit Fund · RPLCX diff. adviser | 9% | 0.45% | T. Rowe Price Associates, Inc. |
| 15 | Western Asset Long Credit VIT · LLAAX, LLACX diff. adviser | 8% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Western Asset Investment Grade Income Fund Inc. | 7% | — | — |
| 17 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 7% | 0.02% | The Vanguard Group, Inc. |
| 18 | PIMCO Long-Term Credit Bond Fund · PTCIX, PLCPX diff. adviser | 7% | 1.51% | Pacific Investment Management Company LLC |
| 19 | iShares iBoxx $ Investment Grade Corporate Bond ETF · LQD cheaper diff. adviser | 7% | 0.14% | BlackRock Fund Advisors |
| 20 | Sterling Capital Total Return Bond Fund · BIBTX, BICAX, BICCX, STRDX cheaper | 7% | 0.35% | Sterling Capital Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.