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 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX | 70% | 0.35% | Carillon Tower Advisers, Inc. |
| 2 | Carillon Reams Unconstrained Bond Fund · SUBDX, SUBEX, SUBFX, SUBTX | 28% | 0.50% | Carillon Tower Advisers, Inc. |
| 3 | LifeX Durable Income ETF diff. adviser | 10% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | PIMCO Mortgage and Short-Term Investments Portfolio diff. adviser | 9% | — | Pacific Investment Management Company LLC |
| 5 | LifeX 2065 Longevity Income ETF diff. adviser | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 9% | 0.05% | BondBloxx Investment Management Corporation |
| 7 | Loomis Sayles Securitized Asset Fund · LSSAX cheaper diff. adviser | 8% | 0.00% | Loomis, Sayles & Company, L.P. |
| 8 | iShares 7-10 Year Treasury Bond ETF · IEF diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 9 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 10 | BrandywineGLOBAL-U.S. Fixed Income ETF diff. adviser | 8% | 0.39% | Franklin Advisers, Inc. |
| 11 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN diff. adviser | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 12 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | MML VIP Fidelity Institutional AM Core Plus Bond Fund diff. adviser | 8% | 0.63% | MML Investment Advisers, LLC |
| 14 | VIP Investment Grade Central Fund diff. adviser | 8% | — | Fidelity Management & Research Company LLC |
| 15 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 16 | TSW Core Plus Bond Fund · TSWFX diff. adviser | 7% | 0.51% | JOHCM (USA) Inc. |
| 17 | VY BrandyWineGLOBAL - Bond Portfolio · VGSBX diff. adviser | 7% | 0.58% | Voya Investments, LLC |
| 18 | Timothy Plan Fixed Income Fund · TFIAX, TFICX, TPFIX diff. adviser | 7% | 0.90% | Timothy Partners Ltd. |
| 19 | Fixed Income SHares: Series C · FXICX diff. adviser | 7% | 0.27% | Pacific Investment Management Company LLC |
| 20 | VIP Investment Grade Bond II Portfolio diff. adviser | 7% | 0.39% | Fidelity Management & Research Company LLC |
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