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 | Calamos Short-Term Bond Fund · CSTBX, CSTIX cheaper | 10% | 0.39% | Calamos Advisors LLC |
| 2 | LifeX 2035 Income Bucket ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 7% | 0.12% | Global X Management Company LLC |
| 4 | Calamos High Income Opportunities Fund · CHYDX, CCHYX, CIHYX | 7% | 0.75% | Calamos Advisors LLC |
| 5 | Government Securities Fund · VCGSX cheaper diff. adviser | 6% | 0.58% | The Variable Annuity Life Insurance Company |
| 6 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 6% | 0.08% | BondBloxx Investment Management Corporation |
| 7 | Allspring Core Bond Portfolio diff. adviser | 6% | — | Allspring Funds Management, LLC |
| 8 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 9 | JNL/Fidelity Institutional Asset Management Total Bond Fund cheaper diff. adviser | 6% | 0.49% | Jackson National Asset Management, LLC |
| 10 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 12 | Fidelity Total Bond ETF · FBND cheaper diff. adviser | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 13 | Transamerica AEGON U.S. Government Securities VP cheaper diff. adviser | 6% | 0.56% | Transamerica Asset Management, Inc. |
| 14 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 6% | 0.02% | The Vanguard Group, Inc. |
| 15 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 5% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | AZL Fidelity Institutional Asset Management Total Bond Fund cheaper diff. adviser | 5% | 0.64% | Allianz Investment Management LLC |
| 18 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 19 | Nuveen Core Plus Bond ETF · NCPB cheaper diff. adviser | 5% | 0.31% | Nuveen Fund Advisors, LLC |
| 20 | Hartford Strategic Income ETF · HFSI cheaper diff. adviser | 5% | 0.49% | Hartford Funds Management Company, LLC |
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