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 | Invesco Core Bond Fund cheaper diff. adviser | 16% | 0.37% | Invesco Advisers, Inc. |
| 2 | AB Short Duration Income ETF cheaper | 15% | 0.30% | AllianceBernstein L.P. |
| 3 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 14% | 0.05% | WisdomTree Digital Management, Inc. |
| 4 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 5 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 13% | 0.03% | The Vanguard Group, Inc. |
| 6 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 13% | 0.15% | BlackRock Fund Advisors |
| 7 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 8 | Janus Henderson Mortgage-Backed Securities ETF · JMBS cheaper diff. adviser | 13% | 0.21% | Janus Henderson Investors US LLC |
| 9 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 13% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | U.S. Government Fund · NOUGX cheaper diff. adviser | 13% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | State Farm Interim Fund · SFITX cheaper diff. adviser | 12% | 0.16% | State Farm Investment Management Corp. |
| 12 | Neuberger Berman Strategic Income Fund · NSTLX, NSTTX, NSTAX, NSTCX, NRSIX cheaper diff. adviser | 12% | 0.51% | Neuberger Berman Investment Advisers LLC |
| 13 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 14 | BNY Mellon Bond Market Index Fund · DBMIX, DBIRX cheaper diff. adviser | 11% | 0.15% | BNY Mellon Investment Adviser, Inc. |
| 15 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 16 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 17 | Putnam Core Bond Fund cheaper diff. adviser | 11% | 0.39% | Franklin Advisers, Inc. |
| 18 | AB HIGH INCOME FUND INC · AGDAX, AGDCX, AGDYX, AGDIX, AGDZX | 11% | 0.56% | AllianceBernstein L.P. |
| 19 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 11% | 0.17% | Columbia Management Investment Advisers, LLC |
| 20 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 11% | 0.37% | — |
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