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 | CCM Affordable Housing MBS ETF cheaper | 11% | 0.30% | Community Capital Management, Inc. |
| 2 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 3 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 4 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 5 | Allspring Core Bond Portfolio diff. adviser | 6% | — | Allspring Funds Management, LLC |
| 6 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 6% | 0.10% | BlackRock Fund Advisors |
| 7 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 6% | 0.35% | Curi RMB Capital, LLC |
| 8 | Government Securities Fund · VCGSX diff. adviser | 6% | 0.58% | The Variable Annuity Life Insurance Company |
| 9 | Fidelity Environmental Bond Fund · FEBEX, FEBBX, FFEBX, FEBFX, FEBDX, FEBGX cheaper diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 10 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 12 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 5% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | iShares Intermediate Government/Credit Bond ETF · GVI cheaper diff. adviser | 5% | 0.20% | BlackRock Fund Advisors |
| 14 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper diff. adviser | 5% | 0.36% | Fidelity Management & Research Company LLC |
| 15 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 16 | Catholic Responsible Investments Bond Fund · CRBVX, CRBSX cheaper diff. adviser | 5% | 0.35% | Christian Brothers Investment Services, Inc. |
| 17 | State Farm Interim Fund · SFITX cheaper diff. adviser | 5% | 0.16% | State Farm Investment Management Corp. |
| 18 | U.S. Government Fund · NOUGX diff. adviser | 5% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | Fidelity Sustainable Core Plus Bond Fund · FIAEX, FIAJX, FIAIX, FIAMX, FIALX, FIAKX cheaper diff. adviser | 5% | 0.36% | Fidelity Management & Research Company LLC |
| 20 | Fidelity SAI Total Bond Fund · FSMTX cheaper diff. adviser | 5% | 0.29% | Fidelity Management & Research Company LLC |
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