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 | AB Core Bond ETF · CORB cheaper | 62% | 0.28% | AllianceBernstein L.P. |
| 2 | AB Core Bond Portfolio · SNIDX, IDPYX, IDPAX, IDPZX cheaper | 44% | 0.28% | AllianceBernstein L.P. |
| 3 | Overlay B Portfolio · SBOOX, SBOTX | 19% | 0.81% | AllianceBernstein L.P. |
| 4 | AB Bond Inflation Strategy · ABNAX, ABNCX, ABNYX, ABNOX, ANBIX, ABNTX, ABNZX | 17% | 0.58% | AllianceBernstein L.P. |
| 5 | AB Sustainable Thematic Balanced Portfolio · ABPAX, ABPCX, ABPYX, APWIX, ABPZX | 14% | 0.76% | AllianceBernstein L.P. |
| 6 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 7 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 12% | 0.17% | Columbia Management Investment Advisers, LLC |
| 8 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 12% | 0.12% | Global X Management Company LLC |
| 9 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 10 | EQ/Quality Bond PLUS Portfolio diff. adviser | 12% | 0.60% | Equitable Investment Management Group, LLC |
| 11 | Nuveen ESG U.S. Aggregate Bond ETF · NUBD cheaper diff. adviser | 12% | 0.15% | Nuveen Fund Advisors, LLC |
| 12 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 14 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 15 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 16 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 10% | 0.02% | The Vanguard Group, Inc. |
| 17 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper diff. adviser | 10% | 0.06% | BlackRock Fund Advisors |
| 19 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | JPMorgan BetaBuilders U.S. Aggregate Bond ETF · BBAG cheaper diff. adviser | 10% | 0.03% | J.P. Morgan Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.