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 | EQ/Core Plus Bond Portfolio diff. adviser | 47% | 0.68% | Equitable Investment Management Group, LLC |
| 2 | BrandywineGLOBAL - Global Opportunities Bond Fund · GOBAX, GOBCX, GOBFX, LBORX, GOBIX, GOBSX, LGOCX diff. adviser | 28% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | BrandywineGLOBAL-U.S. Fixed Income ETF cheaper diff. adviser | 25% | 0.39% | Franklin Advisers, Inc. |
| 4 | VY BrandyWineGLOBAL - Bond Portfolio · VGSBX diff. adviser | 23% | 0.58% | Voya Investments, LLC |
| 5 | BrandywineGLOBAL - Flexible Bond Fund · LFLAX, LFLCX, LFLIX, LFLSX diff. adviser | 18% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | BrandywineGLOBAL-Global Income Opportunities Fund Inc | 13% | — | — |
| 7 | Fidelity Tactical Bond ETF · FTBD diff. adviser | 12% | 0.55% | Fidelity Management & Research Company LLC |
| 8 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX cheaper diff. adviser | 11% | 0.41% | Christian Brothers Investment Services, Inc. |
| 9 | iShares iBonds Dec 2055 Term Treasury ETF · IBGL cheaper diff. adviser | 11% | 0.07% | BlackRock Fund Advisors |
| 10 | American Beacon Diversified Fund · ZABDFX diff. adviser | 10% | — | American Beacon Advisors, Inc. |
| 11 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 10% | 0.05% | BondBloxx Investment Management Corporation |
| 12 | iShares iBonds Dec 2035 Term Treasury ETF · IBTQ cheaper diff. adviser | 10% | 0.07% | BlackRock Fund Advisors |
| 13 | Catholic Responsible Investments Bond Fund · CRBVX, CRBSX cheaper diff. adviser | 10% | 0.35% | Christian Brothers Investment Services, Inc. |
| 14 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | Global Strategy Fund · VGLSX diff. adviser | 9% | 0.63% | The Variable Annuity Life Insurance Company |
| 16 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 17 | Templeton Sustainable Emerging Markets Bond Fund · FEMGX, FEMHX, FEMBX, FEMRX, FEMZX diff. adviser | 8% | 0.88% | Franklin Advisers, Inc. |
| 18 | MML VIP Fidelity Institutional AM Core Plus Bond Fund diff. adviser | 8% | 0.63% | MML Investment Advisers, LLC |
| 19 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 20 | GMO Implementation Fund · GIMFX cheaper diff. adviser | 8% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.