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 | Sterling Capital Total Return Bond Fund · BIBTX, BICAX, BICCX, STRDX cheaper | 50% | 0.35% | Sterling Capital Management LLC |
| 2 | Sterling Capital Quality Income Fund · SCSSX, SCSTX, SCSPX | 10% | 0.60% | Sterling Capital Management LLC |
| 3 | STERLING CAPITAL MULTI-STRATEGY INCOME ETF | 9% | 0.55% | — |
| 4 | Sterling Capital Long Duration Corporate Bond Fund · SCCMX, SCCNX, SCCPX, STRFX cheaper | 6% | 0.38% | Sterling Capital Management LLC |
| 5 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 6 | STERLING CAPITAL SHORT DURATION BOND ETF cheaper | 6% | 0.33% | — |
| 7 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 6% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 6% | 0.05% | WisdomTree Digital Management, Inc. |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 6% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | Sterling Capital Short Duration Bond Fund · BBSGX, BSGAX, BBSCX, SHTRX | 5% | 0.44% | Sterling Capital Management LLC |
| 11 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 5% | 0.10% | BlackRock Fund Advisors |
| 13 | SBH PLUS BOND FUND · WTIBX, WIIBX diff. adviser | 5% | 0.40% | SEGALL BRYANT AND HAMILL LLC |
| 14 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 15 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 17 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX diff. adviser | 5% | 0.44% | Natixis Advisors, LLC |
| 18 | VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND · VFICX, VFIDX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 19 | American Beacon NIS Core Plus Bond Fund · NISRX, NISYX, NISAX, NISCX diff. adviser | 5% | 0.43% | American Beacon Advisors, Inc. |
| 20 | Select Bond Trust · JAGBX, JAFZX, JHBDX diff. adviser | 5% | 0.60% | John Hancock Variable Trust Advisers LLC |
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