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 | Bramshill Income Performance Fund · BRMSX diff. adviser | 47% | 1.19% | Bramshill Investments, LLC |
| 2 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 3 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 4 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 9% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 5 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 6 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 7% | 0.00% | T. Rowe Price Associates, Inc. |
| 7 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF cheaper diff. adviser | 7% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 8 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 7% | 0.50% | Invesco Capital Management LLC |
| 9 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 6% | 0.35% | — |
| 10 | Bramshill Multi-Strategy Income Fund · BDKAX, BDKCX, BDKNX, BDKDX diff. adviser | 6% | 1.20% | Liberty Street Advisors, Inc. |
| 11 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 6% | 0.12% | Global X Management Company LLC |
| 12 | Invesco U.S. Hybrid Bond ETF cheaper | 6% | 0.40% | — |
| 13 | AZL Fidelity Institutional Asset Management Total Bond Fund cheaper diff. adviser | 5% | 0.64% | Allianz Investment Management LLC |
| 14 | Fidelity Tactical Bond Fund · FBAGX, FBAPX, FTKAX, FTKCX, FTYMX, FBAHX cheaper diff. adviser | 5% | 0.62% | Fidelity Management & Research Company LLC |
| 15 | NEOS Enhanced Income 20+ Year Treasury Bond ETF · TLTI cheaper diff. adviser | 5% | 0.58% | NEOS Investment Management, LLC |
| 16 | AAM Low Duration Preferred and Income Securities ETF · PFLD cheaper diff. adviser | 5% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 17 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 18 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF · XTWY cheaper diff. adviser | 5% | 0.13% | BondBloxx Investment Management Corporation |
| 20 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
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