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 Fund · AVIGX, AVBNX cheaper | 45% | 0.00% | — |
| 2 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper | 12% | 0.03% | SSGA Funds Management, Inc. |
| 4 | iShares Intermediate Government/Credit Bond ETF · GVI | 12% | 0.20% | BlackRock Fund Advisors |
| 5 | VANGUARD TOTAL TREASURY ETF · VTG cheaper | 11% | 0.03% | The Vanguard Group, Inc. |
| 6 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX | 11% | 0.17% | Columbia Management Investment Advisers, LLC |
| 7 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT cheaper | 11% | 0.03% | The Vanguard Group, Inc. |
| 8 | JNL Bond Index Fund cheaper | 11% | 0.08% | Jackson National Asset Management, LLC |
| 9 | iShares Government/Credit Bond ETF · GBF | 10% | 0.20% | BlackRock Fund Advisors |
| 10 | iShares U.S. Intermediate Government Bond Index Fund cheaper | 10% | 0.10% | BlackRock Fund Advisors |
| 11 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Avantis Short-Term Fixed Income ETF · AVSF | 10% | 0.15% | — |
| 13 | DFA Investment Grade Portfolio | 10% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 14 | SA Fixed Income Index Portfolio | 10% | 0.34% | SunAmerica Asset Management, LLC |
| 15 | Fidelity Series Government Bond Index Fund · FHNFX cheaper | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | EQ/Core Bond Index Portfolio | 10% | 0.37% | Equitable Investment Management Group, LLC |
| 17 | iShares Short Treasury Bond ETF · SHV | 10% | 0.15% | BlackRock Fund Advisors |
| 18 | SA Fixed Income Intermediate Index Portfolio | 10% | 0.34% | SunAmerica Asset Management, LLC |
| 19 | Invesco Short Term Treasury ETF · TBLL cheaper | 10% | 0.08% | Invesco Capital Management LLC |
| 20 | iShares U.S. Treasury Bond ETF · GOVT cheaper | 10% | 0.05% | BlackRock Fund Advisors |
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