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 | F/m 10-Year Investment Grade Corporate Bond ETF · ZTEN | 25% | 0.15% | Fm Investments LLC |
| 2 | American Funds Corporate Bond Fund · BFCAX, COBFX, RCBAX, RCBBX, RCBCX, RCBDX, RCBEX, RCBFX, BFCCX, BFCFX, BFCGX, COBAX, COBCX, COBEX, RCBGX, RCBHX, CFBFX, TABBX, TFBBX, FFBBX, FBCDX | 7% | 0.31% | Capital Research and Management Company |
| 3 | Nomura VIP Corporate Bond Series | 7% | 0.78% | Macquarie Investment Management Business Trust |
| 4 | Capital Group Central Corporate Bond Fund · CCBFX | 7% | — | Capital Research and Management Company |
| 5 | Nomura VIP Investment Grade Series | 6% | 0.63% | Macquarie Investment Management Business Trust |
| 6 | Nomura Corporate Bond Fund · DGCAX, DGCCX, DGCRX, DGCIX, DGCZX | 6% | 0.46% | Macquarie Investment Management Business Trust |
| 7 | FIS Bright Portfolios Core Bond ETF · BRIB | 6% | 0.49% | — |
| 8 | BATS: Corporate Credit Total Return Series · BRACX | 5% | 0.11% | BlackRock Advisors, LLC |
| 9 | Western Asset Investment Grade Opportunity Trust Inc. | 5% | — | — |
| 10 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX | 5% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 11 | ProShares Investment Grade-Interest Rate Hedged · IGHG | 5% | 0.30% | PROSHARE ADVISORS LLC |
| 12 | Oakmark Bond Fund · OAYCX, OANCX, OAZCX, OAKCX | 5% | 0.41% | Harris Associates L.P. |
| 13 | Western Asset Investment Grade Income Fund Inc. | 5% | — | — |
| 14 | VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND · VFICX, VFIDX | 4% | 0.09% | The Vanguard Group, Inc. |
| 15 | First Trust Intermediate Duration Investment Grade Corporate ETF · FIIG | 4% | 0.49% | First Trust Advisors L.P. |
| 16 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper | 4% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | Venerable Intermediate Corporate Bond Index Fund | 4% | 0.36% | Venerable Investment Advisers, LLC |
| 18 | Corporate Bond Portfolio · MIGAX, MPFDX, MGILX, MSBOX | 4% | 0.65% | Morgan Stanley Investment Management Inc. |
| 19 | American Century Diversified Corporate Bond ETF · KORP | 4% | 0.29% | — |
| 20 | Capital Group U.S. Multi-Sector Income ETF · CGMS | 4% | 0.39% | Capital Research and Management Company |
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