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 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 4% | 0.05% | BondBloxx Investment Management Corporation |
| 2 | PGIM Municipal Income Opportunities ETF · PMIO diff. adviser | 4% | 0.25% | PGIM INVESTMENTS LLC |
| 3 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 3% | 0.10% | BlackRock Fund Advisors |
| 4 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 3% | 0.17% | Columbia Management Investment Advisers, LLC |
| 5 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 3% | 0.12% | Global X Management Company LLC |
| 6 | iShares Core 1-5 Year USD Bond ETF · ISTB cheaper diff. adviser | 3% | 0.06% | BlackRock Fund Advisors |
| 7 | Schwab Short-Term Bond Index Fund · SWSBX cheaper diff. adviser | 3% | 0.06% | Charles Schwab Investment Management, Inc. |
| 8 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 3% | 0.03% | The Vanguard Group, Inc. |
| 9 | iShares 1-3 Year Treasury Bond ETF · SHY diff. adviser | 3% | 0.15% | BlackRock Fund Advisors |
| 10 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 3% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 11 | Fidelity Intermediate Government Income Fund · FSTGX diff. adviser | 3% | 0.45% | Fidelity Management & Research Company LLC |
| 12 | NYLI Hedge Multi-Strategy Tracker ETF · QAI diff. adviser | 3% | 0.88% | New York Life Investment Management LLC |
| 13 | WAVELENGTH FUND · WAVLX diff. adviser | 3% | 1.26% | Wavelength Capital Management, LLC |
| 14 | Aspiriant Risk-Managed Municipal Bond Fund · RMMBX diff. adviser | 3% | 0.43% | Aspiriant, LLC |
| 15 | Symmetry Panoramic Municipal Fixed Income Fund · SPMFX diff. adviser | 3% | 0.52% | Symmetry Partners, LLC |
| 16 | Overlay Shares Municipal Bond ETF · OVM | 3% | 0.81% | — |
| 17 | ActivePassive Intermediate Municipal Bond ETF · APMU | 3% | 0.35% | — |
| 18 | Blueprint Chesapeake Multi-Asset Trend ETF · TFPN diff. adviser | 3% | 1.96% | Tidal Investments LLC |
| 19 | MFS Active Intermediate Muni Bond ETF · MFSM diff. adviser | 3% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 3% | 1.01% | — |
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