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 | THRIVENT GOVERNMENT BOND PORTFOLIO diff. adviser | 9% | 0.49% | Thrivent Financial for Lutherans |
| 2 | NYLI VP Bond Portfolio diff. adviser | 8% | 0.54% | New York Life Investment Management LLC |
| 3 | TCW Core Plus Bond ETF diff. adviser | 4% | 0.40% | TCW Investment Management Company LLC |
| 4 | EQ/Quality Bond PLUS Portfolio diff. adviser | 4% | 0.60% | Equitable Investment Management Group, LLC |
| 5 | Investment Grade Bond Fund · TAUSX, TCUSX, TIUSX, JIGBX, JIGMX, JIGEX diff. adviser | 3% | 0.38% | John Hancock Investment Management LLC |
| 6 | NYLI VP Balanced Portfolio diff. adviser | 3% | 0.71% | New York Life Investment Management LLC |
| 7 | LifeX 2035 Income Bucket ETF diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | TCW Core Fixed Income Fund · TGCFX, TGFNX, TGCPX diff. adviser | 3% | 0.44% | TCW Investment Management Company LLC |
| 9 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper diff. adviser | 3% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Fidelity International Credit Central Fund diff. adviser | 2% | — | Fidelity Management & Research Company LLC |
| 11 | Oakmark Bond Fund · OAYCX, OANCX, OAZCX, OAKCX diff. adviser | 2% | 0.41% | Harris Associates L.P. |
| 12 | SA Franklin Tactical Opportunities Portfolio diff. adviser | 2% | 0.81% | SunAmerica Asset Management, LLC |
| 13 | Fidelity Series International Credit Fund · FCDSX cheaper diff. adviser | 2% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX diff. adviser | 2% | 0.35% | John Hancock Investment Management LLC |
| 15 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX diff. adviser | 2% | 0.36% | Fidelity Management & Research Company LLC |
| 16 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX diff. adviser | 2% | 0.28% | North Square Investments, LLC |
| 17 | Guardian Core Fixed Income VIP Fund diff. adviser | 2% | 0.52% | Park Avenue Institutional Advisers LLC |
| 18 | Emerging Markets Debt Fund · JMKAX, JMKIX, JMKCX, JHEMX, JHMDX, JEMIX | 2% | 0.77% | — |
| 19 | PSF PGIM Total Return Bond Portfolio diff. adviser | 2% | 0.43% | PGIM INVESTMENTS LLC |
| 20 | iShares 7-10 Year Treasury Bond ETF · IEF diff. adviser | 2% | 0.15% | BlackRock Fund Advisors |
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