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 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 15% | 0.07% | BlackRock Fund Advisors |
| 2 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 12% | 0.05% | BondBloxx Investment Management Corporation |
| 3 | Old Westbury Short-Term Bond Fund · OWSBX cheaper diff. adviser | 10% | 0.37% | Bessemer Investment Management LLC |
| 4 | Fidelity Education Fund diff. adviser | 10% | — | Fidelity Management & Research Company LLC |
| 5 | Goldman Sachs Short Duration Government Fund · GSTGX, GSDSX, GSSDX, GSDCX, GTDTX, GSTUX, GMDPX cheaper diff. adviser | 10% | 0.48% | Goldman Sachs Asset Management, L.P. |
| 6 | Goldman Sachs Access U.S. Aggregate Bond ETF · GCOR cheaper diff. adviser | 10% | 0.08% | Goldman Sachs Asset Management, L.P. |
| 7 | State Farm Interim Fund · SFITX cheaper diff. adviser | 9% | 0.16% | State Farm Investment Management Corp. |
| 8 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX cheaper diff. adviser | 8% | 0.10% | The Vanguard Group, Inc. |
| 10 | Goldman Sachs Short-Term Conservative Income Fund · GPPIX, GPAPX, GPPSX, GMBPX, GPPOX cheaper diff. adviser | 8% | 0.23% | Goldman Sachs Asset Management, L.P. |
| 11 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 8% | 0.15% | — |
| 12 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 8% | 0.05% | BondBloxx Investment Management Corporation |
| 13 | Goldman Sachs Multi-Manager Non-Core Fixed Income Fund · GNCFX diff. adviser | 7% | 0.70% | Goldman Sachs Asset Management, L.P. |
| 14 | Variant Alternative Lending Fund | 7% | — | — |
| 15 | Madison High Quality Bond Fund · MIIBX, MIIRX cheaper diff. adviser | 7% | 0.41% | Madison Asset Management, LLC |
| 16 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | Ellington Credit Co | 7% | — | — |
| 18 | FS MVP Private Markets Fund | 7% | — | — |
| 19 | Jetstream Venture Fund | 7% | — | — |
| 20 | Meridian Hedged Equity Fund · MEIFX, MRIEX, MRAEX, MRREX, MRCEX diff. adviser | 7% | 1.27% | ArrowMark Colorado Holdings, LLC |
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