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 | Franklin Short Duration U.S. Government ETF · FTSD cheaper | 29% | 0.25% | Franklin Advisers, Inc. |
| 2 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 9% | 0.12% | Global X Management Company LLC |
| 3 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 4 | Federated Hermes Short-Term Government Fund · FSGVX, FSGIX cheaper diff. adviser | 9% | 0.37% | Federated Advisory Services Company, Federated Investment Management Company |
| 5 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 9% | 0.65% | Pacific Heights Asset Management, LLC |
| 6 | MAI MANAGED VOLATILITY FUND · MAIPX, DIVPX diff. adviser | 7% | 1.22% | MAI Capital Management, LLC |
| 7 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 7% | 0.03% | BondBloxx Investment Management Corporation |
| 8 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 7% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 9 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 7% | 0.15% | BlackRock Fund Advisors |
| 10 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 6% | 0.24% | Empower Capital Management, LLC |
| 11 | Venerable Bond Index Fund cheaper diff. adviser | 6% | 0.36% | Venerable Investment Advisers, LLC |
| 12 | Neuberger Berman Option Strategy ETF · NBOS diff. adviser | 6% | 0.57% | Neuberger Berman Investment Advisers LLC |
| 13 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 6% | 0.00% | Teachers Advisors, LLC |
| 14 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX cheaper diff. adviser | 5% | 0.43% | Calvert Research and Management |
| 15 | Fidelity SAI Low Duration Bond Fund · FZOLX cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | iMGP Dolan McEniry Corporate Bond Fund · IDMAX, IDMIX diff. adviser | 5% | 0.62% | IM Global Partner Fund Management, LLC |
| 18 | Barrow Hanley Total Return Bond Fund · BTRIX cheaper diff. adviser | 5% | 0.35% | JOHCM (USA) Inc. |
| 19 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 5% | 0.05% | BondBloxx Investment Management Corporation |
| 20 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
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