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 Intermediate Income Fund · BIAIX, BAIAX | 42% | 0.49% | Brown Advisory LLC |
| 2 | Brown Advisory Mortgage Securities Fund · BAFZX, BIAZX | 31% | 0.46% | Brown Advisory LLC |
| 3 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 7% | 0.05% | BlackRock Fund Advisors |
| 4 | RBC BlueBay Core Plus Bond Fund · RCPAX, RCPRX, RCPIX cheaper diff. adviser | 6% | 0.41% | RBC Global Asset Management (US) Inc. |
| 5 | State Farm Interim Fund · SFITX cheaper diff. adviser | 6% | 0.16% | State Farm Investment Management Corp. |
| 6 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 7 | Putnam VT Mortgage Securities Fund diff. adviser | 6% | 0.50% | Franklin Advisers, Inc. |
| 8 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 6% | 0.51% | Franklin Advisers, Inc. |
| 9 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 10 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 5% | 0.15% | BlackRock Fund Advisors |
| 11 | Invesco V.I. Core Plus Bond Fund diff. adviser | 5% | 0.62% | Invesco Advisers, Inc. |
| 12 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 5% | 0.05% | BondBloxx Investment Management Corporation |
| 13 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 14 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 15 | EQ/Core Bond Index Portfolio cheaper diff. adviser | 5% | 0.37% | Equitable Investment Management Group, LLC |
| 16 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 5% | 0.17% | Columbia Management Investment Advisers, LLC |
| 17 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 18 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 19 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 20 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
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