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 Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 26% | 0.05% | BondBloxx Investment Management Corporation |
| 2 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX cheaper diff. adviser | 24% | 0.40% | Loomis, Sayles & Company, L.P. |
| 3 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 22% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper diff. adviser | 21% | 0.15% | Nuveen Fund Advisors, LLC |
| 5 | State Farm Interim Fund · SFITX cheaper diff. adviser | 21% | 0.16% | State Farm Investment Management Corp. |
| 6 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 20% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 20% | 0.05% | WisdomTree Digital Management, Inc. |
| 8 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 19% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 18% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 17% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 16% | 0.37% | — |
| 12 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 16% | 0.15% | BlackRock Fund Advisors |
| 13 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 16% | 0.15% | — |
| 14 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 15 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 16% | 0.07% | BlackRock Fund Advisors |
| 16 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 15% | 0.07% | BlackRock Fund Advisors |
| 17 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 13% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 18 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 13% | 0.35% | Curi RMB Capital, LLC |
| 19 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX cheaper diff. adviser | 12% | 0.02% | The Vanguard Group, Inc. |
| 20 | Nuveen ESG U.S. Aggregate Bond ETF · NUBD cheaper diff. adviser | 11% | 0.15% | Nuveen Fund Advisors, LLC |
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