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 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 15% | 0.79% | Morningstar Investment Management LLC |
| 2 | VANGUARD TARGET MATURITY 2035 CORPORATE BOND ETF · VBCI | 14% | 0.08% | — |
| 3 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG diff. adviser | 13% | 0.07% | SSGA Funds Management, Inc. |
| 4 | VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND · VFICX, VFIDX diff. adviser | 12% | 0.09% | The Vanguard Group, Inc. |
| 5 | iShares iBoxx $ Investment Grade Corporate Bond ETF · LQD diff. adviser | 12% | 0.14% | BlackRock Fund Advisors |
| 6 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 7 | 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 diff. adviser | 11% | 0.31% | Capital Research and Management Company |
| 8 | Schwab 5-10 Year Corporate Bond ETF · SCHI diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | VANGUARD ESG U.S. CORPORATE BOND ETF · VCEB diff. adviser | 11% | 0.12% | The Vanguard Group, Inc. |
| 10 | Western Asset Long Credit VIT · LLAAX, LLACX diff. adviser | 10% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Invesco BulletShares 2035 Corporate Bond ETF diff. adviser | 10% | 0.10% | Invesco Capital Management LLC |
| 12 | F/m 10-Year Investment Grade Corporate Bond ETF · ZTEN diff. adviser | 10% | 0.15% | Fm Investments LLC |
| 13 | iShares iBonds Dec 2035 Term Corporate ETF · IBCA diff. adviser | 10% | 0.10% | BlackRock Fund Advisors |
| 14 | Capital Group Central Corporate Bond Fund · CCBFX diff. adviser | 10% | — | Capital Research and Management Company |
| 15 | Fidelity Series Corporate Bond Fund · FHMFX diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Voya VACS Series CB Fund · VVCBX | 9% | 0.15% | — |
| 17 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX diff. adviser | 9% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX diff. adviser | 9% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 19 | Western Asset Corporate Bond Fund · SIGAX, SBILX, SIGYX, LCBPX, LWBOX diff. adviser | 9% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
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