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 | Schwab Mortgage-Backed Securities ETF · SMBS diff. adviser | 64% | 0.03% | Charles Schwab Investment Management, Inc. |
| 2 | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF · SPMB diff. adviser | 19% | 0.04% | SSGA Funds Management, Inc. |
| 3 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX | 18% | 0.02% | The Vanguard Group, Inc. |
| 4 | iShares MBS ETF · MBB diff. adviser | 18% | 0.04% | BlackRock Fund Advisors |
| 5 | The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio · HCASX diff. adviser | 17% | 0.23% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 6 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper | 17% | 0.01% | The Vanguard Group, Inc. |
| 7 | TOTAL BOND MARKET INDEX PORTFOLIO | 16% | 0.14% | The Vanguard Group, Inc. |
| 8 | iShares U.S. Securitized Bond Index Fund cheaper diff. adviser | 12% | 0.01% | BlackRock Fund Advisors |
| 9 | Schwab U.S. Aggregate Bond Index Fund · SWAGX diff. adviser | 11% | 0.04% | Charles Schwab Investment Management, Inc. |
| 10 | Schwab U.S. Aggregate Bond ETF · SCHZ diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | Nuveen Bond Index Fund · TBIIX, TBIRX, TBIPX, TBILX, TBIAX, TBIWX cheaper diff. adviser | 10% | 0.00% | Teachers Advisors, LLC |
| 12 | Empower Bond Index Fund · MXBIX, MXCOX diff. adviser | 10% | 0.14% | Empower Capital Management, LLC |
| 13 | iShares Core 5-10 Year USD Bond ETF · IMTB diff. adviser | 9% | 0.06% | BlackRock Fund Advisors |
| 14 | Fidelity U.S. Bond Index Fund · FUBFX, FXNAX diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Series Bond Index Fund · FIFZX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Flex U.S. Bond Index Fund · FIBUX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF · SPAB diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 18 | iShares GNMA Bond ETF · GNMA diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 19 | LVIP SSGA Bond Index Fund diff. adviser | 8% | 0.37% | Lincoln Financial Investments Corporation |
| 20 | State Street Aggregate Bond Index Portfolio · SSAFX diff. adviser | 8% | 0.02% | SSGA Funds Management, Inc. |
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