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 | Global X Intermediate-Term Treasury Ladder ETF · MLDR diff. adviser | 13% | 0.12% | Global X Management Company LLC |
| 2 | JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND · JIBEX, JIMEX diff. adviser | 13% | 0.25% | Johnson Investment Counsel, Inc. |
| 3 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX diff. adviser | 12% | 0.05% | WisdomTree Digital Management, Inc. |
| 4 | iShares 7-10 Year Treasury Bond ETF · IEF diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 5 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN diff. adviser | 12% | 0.15% | WisdomTree Asset Management, Inc. |
| 6 | iShares iBonds Dec 2034 Term Treasury ETF · IBTP diff. adviser | 12% | 0.07% | BlackRock Fund Advisors |
| 7 | Franklin U.S. Treasury Bond ETF · FLGV diff. adviser | 11% | 0.09% | Franklin Advisers, Inc. |
| 8 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Frost Low Duration Bond Fund · FILDX, FADLX diff. adviser | 10% | 0.44% | FROST INVESTMENT ADVISORS, LLC |
| 10 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB diff. adviser | 10% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 12 | EQ/Quality Bond PLUS Portfolio diff. adviser | 9% | 0.60% | Equitable Investment Management Group, LLC |
| 13 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX | 9% | 0.37% | — |
| 14 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX diff. adviser | 9% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | AAMA INCOME FUND · AMFIX diff. adviser | 8% | 0.99% | Advanced Asset Management Advisors, Inc. |
| 16 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN diff. adviser | 8% | 0.05% | BondBloxx Investment Management Corporation |
| 17 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 19 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 20 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX diff. adviser | 8% | 0.10% | The Vanguard Group, Inc. |
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