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 | iShares iBonds Dec 2033 Term Corporate ETF · IBDY | 66% | 0.10% | BlackRock Fund Advisors |
| 2 | Invesco BulletShares 2033 Corporate Bond ETF | 63% | 0.10% | Invesco Capital Management LLC |
| 3 | SPDR SSGA My2033 Corporate Bond ETF · MYCM | 22% | 0.15% | SSGA Funds Management, Inc. |
| 4 | Venerable Intermediate Corporate Bond Index Fund | 18% | 0.36% | Venerable Investment Advisers, LLC |
| 5 | EQ/Intermediate Corporate Bond Portfolio | 16% | 0.40% | Equitable Investment Management Group, LLC |
| 6 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper | 16% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | BondBloxx BBB Rated 5-10 Year Corporate Bond ETF | 16% | 0.19% | BondBloxx Investment Management Corporation |
| 8 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT cheaper | 16% | 0.03% | The Vanguard Group, Inc. |
| 9 | VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND · VFICX, VFIDX | 13% | 0.09% | The Vanguard Group, Inc. |
| 10 | iShares 5-10 Year Investment Grade Corporate Bond ETF · IGIB cheaper | 12% | 0.04% | BlackRock Fund Advisors |
| 11 | PGIM Corporate Bond 5-10 Year ETF · PCI | 9% | 0.25% | PGIM INVESTMENTS LLC |
| 12 | Federated Hermes Intermediate Corporate Bond Fund · FIIFX, INISX, ICBRX | 7% | 0.46% | Federated Advisory Services Company, Federated Investment Management Company |
| 13 | iShares Investment Grade Systematic Bond ETF · IGEB | 7% | 0.18% | BlackRock Fund Advisors |
| 14 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper | 7% | 0.07% | SSGA Funds Management, Inc. |
| 15 | State Street(R) SPDR Portfolio Corporate Bond ETF · SPBO cheaper | 7% | 0.03% | SSGA Funds Management, Inc. |
| 16 | EQ/Invesco Moderate Growth Allocation Portfolio | 7% | 0.90% | Equitable Investment Management Group, LLC |
| 17 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper | 7% | 0.00% | John Hancock Investment Management LLC |
| 18 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper | 7% | 0.02% | The Vanguard Group, Inc. |
| 19 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB cheaper | 7% | 0.04% | SSGA Funds Management, Inc. |
| 20 | JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF · BBCB cheaper | 6% | 0.04% | J.P. Morgan Investment Management, Inc. |
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