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 | Brown Advisory Sustainable Bond Fund · BAISX, BASBX cheaper | 42% | 0.42% | Brown Advisory LLC |
| 2 | Brown Advisory Mortgage Securities Fund · BAFZX, BIAZX cheaper | 28% | 0.46% | Brown Advisory LLC |
| 3 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 8% | 0.00% | T. Rowe Price Associates, Inc. |
| 4 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 5 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 7% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 6 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 7 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 7% | 0.65% | Pacific Heights Asset Management, LLC |
| 9 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 7% | 0.05% | BlackRock Fund Advisors |
| 10 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 6% | 0.03% | SSGA Funds Management, Inc. |
| 13 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 14 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 6% | 0.10% | BlackRock Fund Advisors |
| 15 | Fidelity SAI Enhanced Core Bond Fund · FECBX cheaper diff. adviser | 6% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · XFIV cheaper diff. adviser | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 17 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 6% | 0.12% | Global X Management Company LLC |
| 18 | Putnam ESG Core Bond ETF cheaper diff. adviser | 6% | 0.36% | Franklin Advisers, Inc. |
| 19 | Invesco Equal Weight 0-30 Year Treasury ETF · GOVI cheaper diff. adviser | 5% | 0.15% | Invesco Capital Management LLC |
| 20 | Baird Intermediate Bond Fund · BIMIX, BIMSX cheaper diff. adviser | 5% | 0.30% | Robert W. Baird & Co. Incorporated |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.