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 | Diversified Bond Fund · ADFIX, ADFAX, ACBPX, CDBCX, ADVRX, ADDVX, ADVYX, ADRVX, ACDOX cheaper | 26% | 0.01% | American Century Investment Management, Inc. |
| 2 | Short-Term Government Fund · TWUSX, TWAVX, TWUOX, TWACX, TWARX, ASGHX | 24% | 0.34% | American Century Investment Management, Inc. |
| 3 | Core Plus Fund · ACCNX, ACCUX, ACCQX, ACCKX, ACCPX, ACCTX, ACCYX cheaper | 17% | 0.01% | American Century Investment Management, Inc. |
| 4 | CTIVP - American Century Diversified Bond Fund diff. adviser | 17% | 0.50% | Columbia Management Investment Advisers, LLC |
| 5 | LVIP American Century Balanced Fund diff. adviser | 11% | 0.67% | Lincoln Financial Investments Corporation |
| 6 | Balanced Fund · TWBIX, ABINX, ABGNX | 10% | 0.69% | American Century Investment Management, Inc. |
| 7 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 8 | Ginnie Mae Fund · BGNMX, BGNAX, AGMNX, AGMWX, BGNCX, AGMHX | 9% | 0.35% | American Century Investment Management, Inc. |
| 9 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 11 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 12 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 8% | 0.03% | SSGA Funds Management, Inc. |
| 14 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 7% | 0.15% | BlackRock Fund Advisors |
| 15 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 16 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 17 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 7% | 0.10% | BlackRock Fund Advisors |
| 18 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 7% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 6% | 0.02% | The Vanguard Group, Inc. |
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