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 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper | 38% | 0.15% | WisdomTree Asset Management, Inc. |
| 2 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper | 26% | 0.07% | BlackRock Fund Advisors |
| 3 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper | 19% | 0.12% | Global X Management Company LLC |
| 4 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper | 18% | 0.03% | BondBloxx Investment Management Corporation |
| 5 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper | 17% | 0.05% | WisdomTree Digital Management, Inc. |
| 6 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper | 17% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper | 16% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | Limited Term U.S. Government Fund · NSIUX cheaper | 15% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper | 15% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 15% | 0.15% | — |
| 11 | LifeX 2030 Income Bucket ETF cheaper | 15% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | LifeX 2028 Income Bucket ETF cheaper | 14% | 0.25% | Stone Ridge Asset Management LLC |
| 13 | AB Ultra Short Income ETF · YEAR cheaper | 14% | 0.25% | AllianceBernstein L.P. |
| 14 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper | 13% | 0.03% | The Vanguard Group, Inc. |
| 15 | NVIT Loomis Short Term Bond Fund cheaper | 12% | 0.40% | Nationwide Fund Advisors |
| 16 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper | 12% | 0.03% | SSGA Funds Management, Inc. |
| 17 | MOA INTERMEDIATE BOND FUND | 11% | 0.47% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | State Farm Interim Fund · SFITX cheaper | 11% | 0.16% | State Farm Investment Management Corp. |
| 19 | PGIM Short Duration Multi-Sector Bond ETF · PSDM cheaper | 11% | 0.40% | PGIM INVESTMENTS LLC |
| 20 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper | 11% | 0.15% | Nuveen Fund Advisors, LLC |
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