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 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 9% | 0.15% | WisdomTree Asset Management, Inc. |
| 2 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 3 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | AZL Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 7% | 0.64% | Allianz Investment Management LLC |
| 5 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 7% | 0.08% | BondBloxx Investment Management Corporation |
| 6 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | JNL/Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 6% | 0.49% | Jackson National Asset Management, LLC |
| 8 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 9 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 5% | 0.38% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Investment Grade Bond Fund · FBNDX, FGBAX, FGBCX, FGBTX, FGBPX, FIKQX cheaper diff. adviser | 5% | 0.36% | Fidelity Management & Research Company LLC |
| 11 | TSW Core Plus Bond Fund · TSWFX diff. adviser | 5% | 0.51% | JOHCM (USA) Inc. |
| 12 | Gabelli High Income ETF · GBHI cheaper diff. adviser | 5% | 0.00% | Gabelli Funds, LLC |
| 13 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 5% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | BondBloxx USD High Yield Bond Energy Sector ETF · XHYE cheaper diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
| 15 | Templeton Global Bond VIP Fund diff. adviser | 5% | 0.50% | Franklin Advisers, Inc. |
| 16 | American Beacon Garcia Hamilton Quality Bond Fund · GHQIX, GHQPX, GHQYX, GHQRX diff. adviser | 5% | 0.41% | American Beacon Advisors, Inc. |
| 17 | iShares iBonds Dec 2033 Term Treasury ETF · IBTO cheaper diff. adviser | 5% | 0.07% | BlackRock Fund Advisors |
| 18 | Genter Capital Taxable Quality Intermediate ETF · GENT cheaper diff. adviser | 5% | 0.38% | OBP Capital LLC |
| 19 | Payden Strategic Income Fund · PYSGX, PYSIX, PYSLX diff. adviser | 5% | 0.56% | Payden & Rygel |
| 20 | Touchstone Funds Group Trust-Touchstone US Quality Bond Fund · TCPAX, TCPCX, TCPYX, TCPNX, TIMPX cheaper | 5% | 0.37% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.