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 | Avantis Core Fixed Income ETF · AVIG | 45% | 0.15% | — |
| 2 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB | 15% | 0.03% | SSGA Funds Management, Inc. |
| 3 | VANGUARD TOTAL TREASURY ETF · VTG | 14% | 0.03% | The Vanguard Group, Inc. |
| 4 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX | 13% | 0.17% | Columbia Management Investment Advisers, LLC |
| 5 | iShares Intermediate Government/Credit Bond ETF · GVI | 12% | 0.20% | BlackRock Fund Advisors |
| 6 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX | 12% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | iShares U.S. Intermediate Government Bond Index Fund | 12% | 0.10% | BlackRock Fund Advisors |
| 8 | Schwab U.S. Aggregate Bond Index Fund · SWAGX | 12% | 0.04% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab U.S. Aggregate Bond ETF · SCHZ | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | JNL Bond Index Fund | 12% | 0.08% | Jackson National Asset Management, LLC |
| 11 | State Street Aggregate Bond Index Portfolio · SSAFX | 12% | 0.02% | SSGA Funds Management, Inc. |
| 12 | Fidelity Series Government Bond Index Fund · FHNFX | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF · SPAB | 11% | 0.03% | SSGA Funds Management, Inc. |
| 14 | SA Fixed Income Intermediate Index Portfolio | 11% | 0.34% | SunAmerica Asset Management, LLC |
| 15 | LVIP SSGA Bond Index Fund | 11% | 0.37% | Lincoln Financial Investments Corporation |
| 16 | PD Aggregate Bond Index Portfolio | 11% | 0.20% | Pacific Life Fund Advisors LLC |
| 17 | Strategic Advisers Core Income Fund · FPCIX | 11% | 0.33% | Strategic Advisers LLC |
| 18 | Empower Bond Index Fund · MXBIX, MXCOX | 11% | 0.14% | Empower Capital Management, LLC |
| 19 | SA Fixed Income Index Portfolio | 11% | 0.34% | SunAmerica Asset Management, LLC |
| 20 | Schwab 5-10 Year Corporate Bond ETF · SCHI | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
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