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 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper | 10% | 0.07% | BlackRock Fund Advisors |
| 2 | Fidelity SAI Low Duration Bond Fund · FZOLX | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Low Duration Bond ETF · FLDB | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 4 | LifeX 2030 Income Bucket ETF | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | GMO U.S. Treasury Fund · GUSTX cheaper | 9% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
| 6 | LifeX 2028 Income Bucket ETF | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | PGIM Short Duration Multi-Sector Bond ETF · PSDM | 9% | 0.40% | PGIM INVESTMENTS LLC |
| 8 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 9 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 10 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper | 7% | 0.03% | BondBloxx Investment Management Corporation |
| 11 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper | 7% | 0.12% | Global X Management Company LLC |
| 12 | Build Bond Innovation ETF · BFIX | 7% | 0.45% | — |
| 13 | Calvert Ultra-Short Investment Grade ETF · CVSB | 7% | 0.24% | — |
| 14 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 15 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper | 6% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 16 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper | 6% | 0.15% | Robert W. Baird & Co. Incorporated |
| 17 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX | 6% | 0.29% | T. Rowe Price Associates, Inc. |
| 18 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | HARTFORD ULTRASHORT BOND HLS FUND · HUBAX, HUBBX | 5% | 0.45% | Hartford Funds Management Company, LLC |
| 20 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper | 5% | 0.06% | DBX Advisors LLC |
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