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 Intermediate Government Income Fund · FSTGX | 36% | 0.45% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Government Income Fund · FGOVX, FVIAX, FVICX, FVITX, FVIIX, FIKPX | 23% | 0.36% | Fidelity Management & Research Company LLC |
| 3 | State Farm Interim Fund · SFITX cheaper diff. adviser | 16% | 0.16% | State Farm Investment Management Corp. |
| 4 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 16% | 0.15% | — |
| 5 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 15% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 13% | 0.12% | Global X Management Company LLC |
| 7 | Verity U.S. Treasury Fund · USTVX | 13% | 0.59% | — |
| 8 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 13% | 0.03% | The Vanguard Group, Inc. |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 12% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 12% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX cheaper diff. adviser | 12% | 0.10% | The Vanguard Group, Inc. |
| 12 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 13 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 12% | 0.05% | BondBloxx Investment Management Corporation |
| 14 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 12% | 0.03% | BondBloxx Investment Management Corporation |
| 15 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 12% | 0.05% | WisdomTree Digital Management, Inc. |
| 16 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 12% | 0.07% | BlackRock Fund Advisors |
| 18 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 19 | Fidelity Education Fund | 11% | — | Fidelity Management & Research Company LLC |
| 20 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper | 11% | 0.03% | Fidelity Management & Research Company LLC |
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