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 | Limited Term U.S. Government Fund · NSIUX | 20% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper | 18% | 0.03% | Fidelity Management & Research Company LLC |
| 3 | State Farm Interim Fund · SFITX cheaper | 17% | 0.16% | State Farm Investment Management Corp. |
| 4 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper | 17% | 0.03% | Fidelity Management & Research Company LLC |
| 5 | Federated Hermes Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX | 16% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 6 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX | 16% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 7 | Federated Hermes Total Return Bond ETF · FTRB | 15% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 8 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX | 15% | 0.40% | Loomis, Sayles & Company, L.P. |
| 9 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 15% | 0.15% | — |
| 10 | Federated Hermes Short Duration Corporate ETF · FCSH cheaper | 15% | 0.30% | Federated Advisory Services Company, Federated Investment Management Company |
| 11 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper | 14% | 0.05% | BondBloxx Investment Management Corporation |
| 12 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper | 14% | 0.07% | BlackRock Fund Advisors |
| 13 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper | 13% | 0.15% | Nuveen Fund Advisors, LLC |
| 14 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper | 12% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper | 12% | 0.03% | The Vanguard Group, Inc. |
| 17 | Fidelity Short-Term Bond Index Fund · FNSOX cheaper | 12% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper | 12% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 19 | U.S. Government Fund · NOUGX | 12% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | Old Westbury Fixed Income Fund · OWFIX | 12% | 0.57% | Bessemer Investment Management LLC |
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