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 | ALPS | Smith Core Plus Bond ETF · SMTH | 69% | 0.59% | ALPS Advisors, Inc. |
| 2 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 53% | 0.65% | First Trust Advisors L.P. |
| 3 | First Trust Smith Unconstrained Bond ETF · UCON diff. adviser | 37% | 0.86% | First Trust Advisors L.P. |
| 4 | ALPS | Smith Credit Opportunities Fund · SMCVX, SMCAX, SMCCX, SMCRX | 24% | 0.90% | ALPS Advisors, Inc. |
| 5 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX cheaper | 14% | 0.49% | ALPS Advisors, Inc. |
| 6 | MFS Active Core Plus Bond ETF · MFSB cheaper diff. adviser | 11% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | Victory Pioneer Strategic Income VCT Portfolio diff. adviser | 10% | 0.82% | Victory Capital Management Inc. |
| 8 | Invesco Total Return Bond ETF · GTO cheaper diff. adviser | 10% | 0.35% | Invesco Capital Management LLC |
| 9 | Invesco Core Fixed Income ETF cheaper diff. adviser | 10% | 0.26% | Invesco Capital Management LLC |
| 10 | Invesco V.I. Core Plus Bond Fund diff. adviser | 9% | 0.62% | Invesco Advisers, Inc. |
| 11 | The Bond Fund of America cheaper diff. adviser | 9% | 0.23% | Capital Research and Management Company |
| 12 | Venerable Bond Index Fund cheaper diff. adviser | 9% | 0.36% | Venerable Investment Advisers, LLC |
| 13 | John Hancock Core Bond ETF · JHCR cheaper diff. adviser | 9% | 0.29% | John Hancock Investment Management LLC |
| 14 | Select Bond Portfolio cheaper diff. adviser | 9% | 0.31% | Mason Street Advisors, LLC |
| 15 | Victory Pioneer Strategic Income Fund · PSRAX, STRKX, STRYX, STIRX, PSRCX diff. adviser | 9% | 0.59% | Victory Capital Management Inc. |
| 16 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper diff. adviser | 9% | 0.44% | Invesco Advisers, Inc. |
| 17 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX cheaper diff. adviser | 8% | 0.35% | John Hancock Investment Management LLC |
| 18 | Core Bond Trust · JVCNX, JADKX, JAAEX diff. adviser | 8% | 0.62% | John Hancock Variable Trust Advisers LLC |
| 19 | Western Asset Long Credit VIT · LLAAX, LLACX cheaper diff. adviser | 8% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Guardian U.S. Government/Credit VIP Fund diff. adviser | 8% | 0.74% | Park Avenue Institutional Advisers LLC |
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