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 | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND · VMBSX, VMBIX, VMBS cheaper diff. adviser | 64% | 0.02% | The Vanguard Group, Inc. |
| 2 | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF · SPMB diff. adviser | 23% | 0.04% | SSGA Funds Management, Inc. |
| 3 | iShares MBS ETF · MBB diff. adviser | 18% | 0.04% | BlackRock Fund Advisors |
| 4 | The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio · HCASX diff. adviser | 17% | 0.23% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 5 | Schwab U.S. Aggregate Bond ETF · SCHZ | 14% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | Schwab U.S. Aggregate Bond Index Fund · SWAGX | 14% | 0.04% | Charles Schwab Investment Management, Inc. |
| 7 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 13% | 0.01% | The Vanguard Group, Inc. |
| 8 | iShares U.S. Securitized Bond Index Fund cheaper diff. adviser | 13% | 0.01% | BlackRock Fund Advisors |
| 9 | TOTAL BOND MARKET INDEX PORTFOLIO diff. adviser | 13% | 0.14% | The Vanguard Group, Inc. |
| 10 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 11% | 0.02% | The Vanguard Group, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF · SPAB diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 12 | LVIP SSGA Bond Index Fund diff. adviser | 11% | 0.37% | Lincoln Financial Investments Corporation |
| 13 | Nuveen Bond Index Fund · TBIIX, TBIRX, TBIPX, TBILX, TBIAX, TBIWX cheaper diff. adviser | 11% | 0.00% | Teachers Advisors, LLC |
| 14 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper diff. adviser | 10% | 0.02% | SSGA Funds Management, Inc. |
| 15 | iShares GNMA Bond ETF · GNMA diff. adviser | 10% | 0.10% | BlackRock Fund Advisors |
| 16 | Empower Bond Index Fund · MXBIX, MXCOX diff. adviser | 10% | 0.14% | Empower Capital Management, LLC |
| 17 | PD Aggregate Bond Index Portfolio diff. adviser | 9% | 0.20% | Pacific Life Fund Advisors LLC |
| 18 | Nuveen ESG U.S. Aggregate Bond ETF · NUBD diff. adviser | 9% | 0.15% | Nuveen Fund Advisors, LLC |
| 19 | Fidelity U.S. Bond Index Fund · FUBFX, FXNAX diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Series Bond Index Fund · FIFZX cheaper diff. adviser | 8% | 0.00% | Fidelity Management & Research Company LLC |
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