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 | Fidelity Tactical Bond ETF · FTBD cheaper | 42% | 0.55% | Fidelity Management & Research Company LLC |
| 2 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 18% | 0.05% | WisdomTree Digital Management, Inc. |
| 3 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 4 | Fidelity Investment Grade Bond ETF · FIGB cheaper | 17% | 0.36% | Fidelity Management & Research Company LLC |
| 5 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 17% | 0.05% | BondBloxx Investment Management Corporation |
| 6 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 17% | 0.15% | WisdomTree Asset Management, Inc. |
| 7 | VIP Strategic Income Portfolio | 15% | 0.64% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Advisor Strategic Income Fund · FSTAX, FSRCX, FSIAX, FSRIX, FADMX, FIWDX cheaper | 15% | 0.59% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Total Bond K6 Fund · FTKFX cheaper | 13% | 0.30% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Investment Grade Bond Central Fund | 13% | — | — |
| 11 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper | 13% | 0.36% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper | 13% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Sustainable Core Plus Bond Fund · FIAEX, FIAJX, FIAIX, FIAMX, FIALX, FIAKX cheaper | 13% | 0.36% | Fidelity Management & Research Company LLC |
| 14 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 13% | 0.08% | BondBloxx Investment Management Corporation |
| 15 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio diff. adviser | 13% | 0.90% | Equitable Investment Management Group, LLC |
| 16 | iShares iBonds Dec 2034 Term Treasury ETF · IBTP cheaper diff. adviser | 13% | 0.07% | BlackRock Fund Advisors |
| 17 | AZL Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 12% | 0.64% | Allianz Investment Management LLC |
| 18 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper | 12% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | VIP Investment Grade Central Fund | 12% | — | Fidelity Management & Research Company LLC |
| 20 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper | 12% | 0.03% | Fidelity Management & Research Company LLC |
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