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 | LifeX 2060 Longevity Income ETF diff. adviser | 24% | 0.25% | Stone Ridge Asset Management LLC |
| 2 | Amplify TLT U.S. Treasury 12% Option Income ETF · TLTP | 24% | 0.39% | — |
| 3 | LifeX Durable Income ETF diff. adviser | 24% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | LifeX 2065 Longevity Income ETF diff. adviser | 24% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 17% | 0.03% | Fidelity Management & Research Company LLC |
| 6 | iShares 20+ Year Treasury Bond ETF · TLT | 16% | 0.15% | BlackRock Fund Advisors |
| 7 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 16% | 0.05% | WisdomTree Digital Management, Inc. |
| 8 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 16% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 9 | LifeX 2055 Longevity Income ETF diff. adviser | 14% | 0.25% | Stone Ridge Asset Management LLC |
| 10 | U.S. Government Securities Fund · CAUSX, CAUKX diff. adviser | 11% | 0.76% | CCM Partners, LP. dba Shelton Capital Management |
| 11 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 10% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | iShares U.S. Long Government Bond Index Fund | 9% | 0.10% | BlackRock Fund Advisors |
| 14 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 15 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 17 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 19 | EQ/Long-Term Bond Portfolio diff. adviser | 7% | 0.40% | Equitable Investment Management Group, LLC |
| 20 | Timothy Plan Fixed Income Fund · TFIAX, TFICX, TPFIX diff. adviser | 7% | 0.90% | Timothy Partners Ltd. |
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