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 Treasury Digital Fund · WTSTX cheaper diff. adviser | 15% | 0.05% | WisdomTree Digital Management, Inc. |
| 2 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 15% | 0.15% | WisdomTree Asset Management, Inc. |
| 3 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 15% | 0.15% | BlackRock Fund Advisors |
| 4 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 12% | 0.08% | BondBloxx Investment Management Corporation |
| 5 | PIMCO StocksPLUS Long Duration Fund · PSLDX diff. adviser | 12% | 2.88% | Pacific Investment Management Company LLC |
| 6 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 11% | 0.12% | Global X Management Company LLC |
| 8 | iShares iBonds Dec 2054 Term Treasury ETF · IBGK cheaper diff. adviser | 11% | 0.07% | BlackRock Fund Advisors |
| 9 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 10% | 0.05% | BondBloxx Investment Management Corporation |
| 10 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Western Asset Intermediate Bond Fund · WATIX, WABSX, WATAX, WATCX, WATRX cheaper diff. adviser | 9% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX cheaper diff. adviser | 9% | 0.60% | Natixis Advisors, LLC |
| 14 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Limited Term Government Fund · FFXSX cheaper diff. adviser | 8% | 0.30% | Fidelity Management & Research Company LLC |
| 16 | Verity U.S. Treasury Fund · USTVX cheaper | 8% | 0.59% | — |
| 17 | Boston Trust Walden Balanced Fund · WSBFX diff. adviser | 8% | 0.95% | Boston Trust Walden Inc. |
| 18 | iShares iBonds Dec 2033 Term Treasury ETF · IBTO cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 19 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 20 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 8% | 0.04% | J.P. Morgan Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.