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 | LVIP JPMorgan Core Bond Fund cheaper diff. adviser | 17% | 0.47% | Lincoln Financial Investments Corporation |
| 2 | SA Multi-Managed Diversified Fixed Income Portfolio diff. adviser | 16% | 0.72% | SunAmerica Asset Management, LLC |
| 3 | JPMorgan Core Bond Trust diff. adviser | 16% | — | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Core Bond Fund · WOBDX, PGBOX, OBOCX, JCBUX, JCBRX, JCBZX, JCBPX, JCBQX cheaper diff. adviser | 15% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 5 | Transamerica Strategic Income · TUNAX, TUNIX, TUNRX diff. adviser | 14% | 0.63% | Transamerica Asset Management, Inc. |
| 6 | JPMorgan Active Bond ETF · JBND cheaper diff. adviser | 14% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 7 | SA JPMorgan MFS Core Bond Portfolio diff. adviser | 13% | 0.54% | SunAmerica Asset Management, LLC |
| 8 | Bridge Builder Core Bond Fund · BBTBX cheaper diff. adviser | 13% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 9 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 13% | 0.03% | The Vanguard Group, Inc. |
| 10 | AST Core Fixed Income Portfolio diff. adviser | 13% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 11 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 13% | 0.17% | Columbia Management Investment Advisers, LLC |
| 12 | Diversified Income Fund · PGDIX, PGBAX, PGDCX, PGBLX diff. adviser | 13% | 0.73% | Principal Global Investors, LLC |
| 13 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 14 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper diff. adviser | 12% | 0.02% | SSGA Funds Management, Inc. |
| 15 | Nuveen Bond Index Fund · TBIIX, TBIRX, TBIPX, TBILX, TBIAX, TBIWX cheaper diff. adviser | 12% | 0.00% | Teachers Advisors, LLC |
| 16 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | Fidelity Series Bond Index Fund · FIFZX cheaper diff. adviser | 12% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 12% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF · SPAB cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 20 | Fidelity U.S. Bond Index Fund · FUBFX, FXNAX cheaper diff. adviser | 12% | 0.03% | Fidelity Management & Research Company LLC |
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