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 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper | 64% | 0.02% | SSGA Funds Management, Inc. |
| 2 | Schwab U.S. Aggregate Bond ETF · SCHZ diff. adviser | 61% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab U.S. Aggregate Bond Index Fund · SWAGX diff. adviser | 59% | 0.04% | Charles Schwab Investment Management, Inc. |
| 4 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 57% | 0.01% | The Vanguard Group, Inc. |
| 5 | TOTAL BOND MARKET INDEX PORTFOLIO diff. adviser | 55% | 0.14% | The Vanguard Group, Inc. |
| 6 | iShares Core U.S. Aggregate Bond ETF · AGG diff. adviser | 55% | 0.03% | BlackRock Fund Advisors |
| 7 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 54% | 0.02% | The Vanguard Group, Inc. |
| 8 | U.S. Total Bond Index Master Portfolio diff. adviser | 51% | — | BlackRock Fund Advisors |
| 9 | iShares Core Universal USD Bond ETF · IUSB diff. adviser | 48% | 0.06% | BlackRock Fund Advisors |
| 10 | PD Aggregate Bond Index Portfolio diff. adviser | 47% | 0.20% | Pacific Life Fund Advisors LLC |
| 11 | iShares Intermediate Government/Credit Bond ETF · GVI diff. adviser | 47% | 0.20% | BlackRock Fund Advisors |
| 12 | LVIP SSGA Bond Index Fund diff. adviser | 47% | 0.37% | Lincoln Financial Investments Corporation |
| 13 | Bond Index Fund · NOBOX diff. adviser | 44% | 0.07% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | iShares ESG Aware U.S. Aggregate Bond ETF · EAGG diff. adviser | 44% | 0.10% | BlackRock Fund Advisors |
| 15 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB | 43% | 0.03% | SSGA Funds Management, Inc. |
| 16 | BNY Mellon Core Bond ETF · BKAG cheaper diff. adviser | 43% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | Nuveen Bond Index Fund · TBIIX, TBIRX, TBIPX, TBILX, TBIAX, TBIWX cheaper diff. adviser | 43% | 0.00% | Teachers Advisors, LLC |
| 18 | VANGUARD CORE-PLUS BOND INDEX ETF · BNDP | 42% | 0.05% | — |
| 19 | VANGUARD TOTAL TREASURY ETF · VTG diff. adviser | 42% | 0.03% | The Vanguard Group, Inc. |
| 20 | Bond Market Index Fund · PNIIX, PBIMX, PBOIX, PBIPX, PBIQX, PBIJX diff. adviser | 42% | 0.12% | Principal Global Investors, LLC |
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