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 Franklin Templeton Core Bond Fund cheaper diff. adviser | 24% | 0.37% | Lincoln Financial Investments Corporation |
| 2 | Putnam VT Income Fund diff. adviser | 19% | 0.60% | Franklin Advisers, Inc. |
| 3 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX cheaper diff. adviser | 16% | 0.51% | Franklin Advisers, Inc. |
| 4 | Putnam Core Bond Fund cheaper diff. adviser | 16% | 0.39% | Franklin Advisers, Inc. |
| 5 | Putnam ESG Core Bond ETF cheaper diff. adviser | 14% | 0.36% | Franklin Advisers, Inc. |
| 6 | Western Asset Core Plus Bond Fund · WACPX, WACIX, WAPSX, WAPAX, WAPCX, WAPRX, LWCPX cheaper diff. adviser | 13% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX cheaper diff. adviser | 13% | 0.52% | Hartford Funds Management Company, LLC |
| 8 | Franklin U.S. Core Bond ETF · FLCB cheaper diff. adviser | 13% | 0.15% | Franklin Advisers, Inc. |
| 9 | Western Asset Core Plus VIT Portfolio · QLMHIX, LVITX cheaper diff. adviser | 13% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Putnam VT Mortgage Securities Fund cheaper diff. adviser | 13% | 0.50% | Franklin Advisers, Inc. |
| 11 | Transamerica Aegon Core Bond VP cheaper diff. adviser | 12% | 0.50% | Transamerica Asset Management, Inc. |
| 12 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 12% | 0.05% | BlackRock Advisors, LLC |
| 13 | VANGUARD CORE BOND ETF · VCRB cheaper diff. adviser | 12% | 0.10% | The Vanguard Group, Inc. |
| 14 | Invesco V.I. Core Plus Bond Fund diff. adviser | 12% | 0.62% | Invesco Advisers, Inc. |
| 15 | Franklin Strategic Income VIP Fund diff. adviser | 12% | 0.79% | Franklin Advisers, Inc. |
| 16 | State Street Income V.I.S. Fund · SSIMX diff. adviser | 11% | 1.37% | SSGA Funds Management, Inc. |
| 17 | iShares Mortgage-Backed Securities Active ETF cheaper | 11% | 0.25% | — |
| 18 | VANGUARD CORE-PLUS BOND ETF · VPLS cheaper diff. adviser | 11% | 0.20% | The Vanguard Group, Inc. |
| 19 | Franklin Multisector Income ETF cheaper | 11% | 0.39% | — |
| 20 | Western Asset SMASh Series Core Plus Completion Fund · LMECX cheaper diff. adviser | 11% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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