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 | Allspring Core Plus Bond Fund · STYAX, WFIPX, WIPIX, WIPDX, STYJX cheaper diff. adviser | 24% | 0.30% | Allspring Funds Management, LLC |
| 2 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 21% | 0.04% | Charles Schwab Investment Management, Inc. |
| 3 | iShares Core U.S. Aggregate Bond ETF · AGG cheaper diff. adviser | 21% | 0.03% | BlackRock Fund Advisors |
| 4 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 21% | 0.03% | Charles Schwab Investment Management, Inc. |
| 5 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 21% | 0.01% | The Vanguard Group, Inc. |
| 6 | TOTAL BOND MARKET INDEX PORTFOLIO cheaper diff. adviser | 20% | 0.14% | The Vanguard Group, Inc. |
| 7 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 20% | 0.02% | The Vanguard Group, Inc. |
| 8 | iShares Core Universal USD Bond ETF · IUSB cheaper diff. adviser | 20% | 0.06% | BlackRock Fund Advisors |
| 9 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 19% | 0.31% | Allspring Funds Management, LLC |
| 10 | U.S. Total Bond Index Master Portfolio diff. adviser | 19% | — | BlackRock Fund Advisors |
| 11 | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF · SPAB cheaper diff. adviser | 19% | 0.03% | SSGA Funds Management, Inc. |
| 12 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper diff. adviser | 18% | 0.02% | SSGA Funds Management, Inc. |
| 13 | iShares ESG Aware U.S. Aggregate Bond ETF · EAGG cheaper diff. adviser | 18% | 0.10% | BlackRock Fund Advisors |
| 14 | Bridge Builder Core Bond Fund · BBTBX cheaper diff. adviser | 18% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 15 | BNY Mellon Core Bond ETF · BKAG cheaper diff. adviser | 17% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 16 | VANGUARD CORE-PLUS BOND INDEX ETF · BNDP cheaper | 17% | 0.05% | — |
| 17 | Bond Index Fund · NOBOX cheaper diff. adviser | 17% | 0.07% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | iShares ESG Advanced Universal USD Bond ETF · EUSB cheaper diff. adviser | 16% | 0.12% | BlackRock Fund Advisors |
| 19 | Allspring Managed Account CoreBuilder Shares Series CP · WFCPX cheaper diff. adviser | 16% | 0.00% | Allspring Funds Management, LLC |
| 20 | Fidelity Flex U.S. Bond Index Fund · FIBUX cheaper diff. adviser | 16% | 0.00% | Fidelity Management & Research Company LLC |
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