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 | PACE Intermediate Fixed Income Investments · PCIFX, PIFAX, PIFYX, PIFTX diff. adviser | 25% | 0.54% | UBS Asset Management (Americas) LLC |
| 2 | PACE Strategic Fixed Income Investments · PCSIX, PBNAX, PSFYX, PSFTX diff. adviser | 23% | 0.61% | UBS Asset Management (Americas) LLC |
| 3 | BBH Limited Duration Fund · BBBMX, BBBIX cheaper | 15% | 0.27% | Brown Brothers Harriman & Co. |
| 4 | iMGP Low Duration Income Fund · MAHIX diff. adviser | 12% | 0.98% | IM Global Partner Fund Management, LLC |
| 5 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 7% | 0.08% | BondBloxx Investment Management Corporation |
| 6 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 8 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 9 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 6% | 0.10% | BlackRock Fund Advisors |
| 10 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | SBH PLUS BOND FUND · WTIBX, WIIBX cheaper diff. adviser | 6% | 0.40% | SEGALL BRYANT AND HAMILL LLC |
| 12 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 6% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 5% | 0.12% | Global X Management Company LLC |
| 14 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 15 | PIMCO Long-Term U.S. Government Fund · PGOVX, PFGAX, PFGCX, PLTPX diff. adviser | 5% | 0.84% | Pacific Investment Management Company LLC |
| 16 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 5% | 0.15% | BlackRock Fund Advisors |
| 17 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 5% | 0.12% | Global X Management Company LLC |
| 18 | U.S. Government Fund · NOUGX diff. adviser | 5% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO · DFIGX cheaper diff. adviser | 5% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 20 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX diff. adviser | 5% | 0.52% | Hartford Funds Management Company, LLC |
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