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 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper | 55% | 0.28% | North Square Investments, LLC |
| 2 | NORTH SQUARE STRATEGIC INCOME FUND · ADVAX, ADVNX | 16% | 0.68% | North Square Investments, LLC |
| 3 | NORTH SQUARE PREFERRED AND INCOME SECURITIES FUND · ORDNX | 14% | 0.97% | North Square Investments, LLC |
| 4 | MetLife Core Plus Bond Fund · LPCIX, LPCYX cheaper diff. adviser | 13% | 0.45% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 5 | U.S. Government Fund · NOUGX cheaper diff. adviser | 11% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | NVIT Government Bond Fund cheaper diff. adviser | 9% | 0.54% | Nationwide Fund Advisors |
| 7 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 8 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 10 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 14 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper diff. adviser | 9% | 0.35% | New York Life Investment Management LLC |
| 15 | Core Bond Fund · JHCDX, JICDX | 9% | 0.61% | — |
| 16 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 9% | 0.35% | Curi RMB Capital, LLC |
| 17 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper diff. adviser | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper diff. adviser | 8% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper diff. adviser | 8% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 8% | 0.59% | ALPS Advisors, Inc. |
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