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 One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 42% | 0.03% | BondBloxx Investment Management Corporation |
| 2 | Invesco Short Term Treasury ETF · TBLL diff. adviser | 35% | 0.08% | Invesco Capital Management LLC |
| 3 | Global X Short-Term Treasury Ladder ETF · SLDR diff. adviser | 34% | 0.12% | Global X Management Company LLC |
| 4 | Parametric Commodity Strategy Fund · EIPCX, EAPCX diff. adviser | 28% | 0.67% | Eaton Vance Management |
| 5 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS diff. adviser | 26% | 0.07% | The Vanguard Group, Inc. |
| 6 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 26% | 0.06% | DBX Advisors LLC |
| 7 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL diff. adviser | 26% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 8 | Dunham Dynamic Macro Fund · DAAVX, DCAVX, DNAVX diff. adviser | 24% | 1.50% | Dunham & Associates Investment Counsel, Inc. |
| 9 | iShares Short Duration Bond Active ETF · NEAR | 19% | 0.25% | BlackRock Fund Advisors |
| 10 | Parametric Volatility Risk Premium - Defensive Fund · EIVPX diff. adviser | 16% | 0.47% | Eaton Vance Management |
| 11 | Baird Ultra Short Bond Fund · BUBIX, BUBSX diff. adviser | 14% | 0.15% | Robert W. Baird & Co. Incorporated |
| 12 | iShares Short Treasury Bond ETF · SHV | 14% | 0.15% | BlackRock Fund Advisors |
| 13 | Federated Hermes Short-Term Government Fund · FSGVX, FSGIX diff. adviser | 14% | 0.37% | Federated Advisory Services Company, Federated Investment Management Company |
| 14 | LifeX 2028 Income Bucket ETF diff. adviser | 13% | 0.25% | Stone Ridge Asset Management LLC |
| 15 | Goldman Sachs Short Duration Government Fund · GSTGX, GSDSX, GSSDX, GSDCX, GTDTX, GSTUX, GMDPX diff. adviser | 10% | 0.48% | Goldman Sachs Asset Management, L.P. |
| 16 | CM ADVISORS FIXED INCOME FUND · CMFIX diff. adviser | 9% | — | Van Den Berg Management I Inc dba CM Fund Advisors |
| 17 | GMO U.S. Treasury Fund · GUSTX diff. adviser | 9% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
| 18 | Catalyst/Millburn Hedge Strategy Fund · MBXAX, MBXCX, MBXIX, MBXFX | 9% | 2.00% | — |
| 19 | Arrow Reserve Capital Management ETF · ARCM diff. adviser | 9% | 0.50% | Arrow Investment Advisors, LLC |
| 20 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX diff. adviser | 8% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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