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 | Fidelity Tactical Bond Fund · FBAGX, FBAPX, FTKAX, FTKCX, FTYMX, FBAHX diff. adviser | 12% | 0.62% | Fidelity Management & Research Company LLC |
| 2 | Bramshill Income Performance Fund · BRMSX diff. adviser | 9% | 1.19% | Bramshill Investments, LLC |
| 3 | AZL Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 6% | 0.64% | Allianz Investment Management LLC |
| 4 | Touchstone Strategic Trust-Touchstone Flexible Income Fund · FFSAX, FRACX, MXIIX, TFSLX diff. adviser | 5% | 0.72% | Touchstone Advisors, Inc. |
| 5 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 5% | 0.15% | BlackRock Fund Advisors |
| 6 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 4% | 0.05% | WisdomTree Digital Management, Inc. |
| 7 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 3% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 8 | CIBC ATLAS INCOME OPPORTUNITIES FUND · AWIIX, AWIVX diff. adviser | 3% | 0.69% | CIBC Private Wealth Advisors, Inc. |
| 9 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 3% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | Poplar Forest Cornerstone Fund · IPFCX | 3% | 0.90% | — |
| 11 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 3% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | MFS Global Governments Portfolio diff. adviser | 3% | 0.70% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Federated Hermes Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX cheaper diff. adviser | 2% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 14 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 2% | 0.12% | Global X Management Company LLC |
| 15 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 2% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 2% | 0.38% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 2% | 0.36% | Fidelity Management & Research Company LLC |
| 18 | AZL Fidelity Institutional Asset Management Multi-Strategy Fund cheaper diff. adviser | 2% | 0.46% | Allianz Investment Management LLC |
| 19 | NEOS Enhanced Income Credit Select ETF · HYBI | 2% | 0.68% | NEOS Investment Management, LLC |
| 20 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 2% | 0.03% | The Vanguard Group, Inc. |
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