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 | 18% | 0.35% | Sterling Capital Management LLC |
| 2 | Sterling Capital Intermediate U.S. Government Fund · BBGVX, BGVAX, BIUCX cheaper | 14% | 0.56% | Sterling Capital Management LLC |
| 3 | STERLING CAPITAL SHORT DURATION BOND ETF cheaper | 12% | 0.33% | — |
| 4 | STERLING CAPITAL ENHANCED CORE BOND ETF · SCEC cheaper | 10% | 0.39% | Sterling Capital Management LLC |
| 5 | Sterling Capital Short Duration Bond Fund · BBSGX, BSGAX, BBSCX, SHTRX cheaper | 10% | 0.44% | Sterling Capital Management LLC |
| 6 | STERLING CAPITAL ULTRA SHORT BOND ETF cheaper | 5% | 0.30% | — |
| 7 | Sterling Capital Ultra Short Bond Fund · BUSRX, BUSIX cheaper | 5% | 0.44% | Sterling Capital Management LLC |
| 8 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 4% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 4% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 4% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 11 | E*TRADE No Fee U.S. Bond Index Fund · ETBOX cheaper diff. adviser | 3% | 0.00% | Morgan Stanley Investment Management Inc. |
| 12 | Nuveen Core Bond Fund · TIBDX, TIDRX, TIORX, TIDPX, TIBHX, TBBWX cheaper diff. adviser | 3% | 0.00% | Teachers Advisors, LLC |
| 13 | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · XFIV cheaper diff. adviser | 3% | 0.05% | BondBloxx Investment Management Corporation |
| 14 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 3% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 3% | 0.03% | The Vanguard Group, Inc. |
| 16 | SA Fixed Income Index Portfolio cheaper diff. adviser | 3% | 0.34% | SunAmerica Asset Management, LLC |
| 17 | iShares iBonds Dec 2031 Term Treasury ETF · IBTL cheaper diff. adviser | 3% | 0.07% | BlackRock Fund Advisors |
| 18 | PIMCO Long-Term U.S. Government Fund · PGOVX, PFGAX, PFGCX, PLTPX diff. adviser | 3% | 0.84% | Pacific Investment Management Company LLC |
| 19 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 3% | 0.03% | SSGA Funds Management, Inc. |
| 20 | Curasset Capital Management Core Bond Fund · CMBVX, CMBEX, CMBIX, CMBAX cheaper diff. adviser | 3% | 0.36% | Curasset Capital Management, LLC |
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