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 | EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND · EBSZX | 23% | 0.24% | Eubel Brady & Suttman Asset Management, Inc. |
| 2 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 11% | 0.00% | Teachers Advisors, LLC |
| 3 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 9% | 0.15% | WisdomTree Asset Management, Inc. |
| 5 | LifeX 2030 Income Bucket ETF diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | Empower U.S. Government Securities Fund · MXGMX, MXDQX diff. adviser | 8% | 0.24% | Empower Capital Management, LLC |
| 7 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 8% | 0.15% | — |
| 8 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 9 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper diff. adviser | 7% | 0.15% | Nuveen Fund Advisors, LLC |
| 10 | Catholic Responsible Investments Bond Fund · CRBVX, CRBSX diff. adviser | 7% | 0.35% | Christian Brothers Investment Services, Inc. |
| 11 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 7% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX diff. adviser | 7% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 13 | Invesco Balanced-Risk Commodity Strategy Fund · BRCAX, BRCCX, BRCRX, BRCYX, BRCNX, IBRFX diff. adviser | 6% | 0.98% | Invesco Advisers, Inc. |
| 14 | Invesco V.I. Balanced-Risk Allocation Fund diff. adviser | 6% | 0.88% | Invesco Advisers, Inc. |
| 15 | Invesco Emerging Markets Local Debt Fund diff. adviser | 6% | 0.75% | Invesco Advisers, Inc. |
| 16 | Invesco International Bond Fund diff. adviser | 6% | 0.66% | Invesco Advisers, Inc. |
| 17 | Invesco Balanced-Risk Allocation Fund · ABRZX, ABRCX, ABRRX, ABRYX, ABRIX, ALLFX diff. adviser | 6% | 1.05% | Invesco Advisers, Inc. |
| 18 | State Farm Interim Fund · SFITX cheaper diff. adviser | 6% | 0.16% | State Farm Investment Management Corp. |
| 19 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX diff. adviser | 6% | 0.41% | Christian Brothers Investment Services, Inc. |
| 20 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
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