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 Short-Term Treasury Bond Index Fund · FUMBX | 40% | 0.03% | Fidelity Management & Research Company LLC |
| 2 | Schwab Short-Term Bond Index Fund · SWSBX diff. adviser | 39% | 0.06% | Charles Schwab Investment Management, Inc. |
| 3 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX cheaper diff. adviser | 36% | 0.02% | The Vanguard Group, Inc. |
| 4 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX | 36% | 0.03% | Fidelity Management & Research Company LLC |
| 5 | Invesco MSCI Treasury Duration Rotation ETF | 34% | 0.15% | — |
| 6 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 32% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | State Farm Interim Fund · SFITX diff. adviser | 32% | 0.16% | State Farm Investment Management Corp. |
| 8 | iShares Core 1-5 Year USD Bond ETF · ISTB diff. adviser | 31% | 0.06% | BlackRock Fund Advisors |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB diff. adviser | 29% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | iShares Intermediate Government/Credit Bond ETF · GVI diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 11 | WisdomTree Short-Term Treasury Digital Fund · WTSYX diff. adviser | 28% | 0.05% | WisdomTree Digital Management, Inc. |
| 12 | iShares U.S. Intermediate Government Bond Index Fund diff. adviser | 28% | 0.10% | BlackRock Fund Advisors |
| 13 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH diff. adviser | 28% | 0.03% | The Vanguard Group, Inc. |
| 14 | iShares 1-3 Year Treasury Bond ETF · SHY diff. adviser | 27% | 0.15% | BlackRock Fund Advisors |
| 15 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE diff. adviser | 26% | 0.05% | BondBloxx Investment Management Corporation |
| 16 | Schwab Short-Term U.S. Treasury ETF · SCHO diff. adviser | 26% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | Fidelity Series Government Bond Index Fund · FHNFX cheaper | 26% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS diff. adviser | 24% | 0.03% | SSGA Funds Management, Inc. |
| 19 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO diff. adviser | 23% | 0.05% | BondBloxx Investment Management Corporation |
| 20 | VANGUARD TOTAL TREASURY ETF · VTG diff. adviser | 23% | 0.03% | The Vanguard Group, Inc. |
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