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 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN diff. adviser | 33% | 0.15% | WisdomTree Asset Management, Inc. |
| 2 | iShares 7-10 Year Treasury Bond ETF · IEF | 27% | 0.15% | BlackRock Fund Advisors |
| 3 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 23% | 0.05% | WisdomTree Digital Management, Inc. |
| 4 | Amplify BlackSwan Growth & Treasury Core ETF | 18% | 0.49% | — |
| 5 | Amplify BlackSwan ISWN ETF · ISWN | 17% | 0.49% | — |
| 6 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 14% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN diff. adviser | 14% | 0.08% | BondBloxx Investment Management Corporation |
| 8 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 13% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Global X Intermediate-Term Treasury Ladder ETF · MLDR diff. adviser | 11% | 0.12% | Global X Management Company LLC |
| 10 | American Beacon Garcia Hamilton Quality Bond Fund · GHQIX, GHQPX, GHQYX, GHQRX diff. adviser | 10% | 0.41% | American Beacon Advisors, Inc. |
| 11 | Abraham Fortress Fund · FORTX, FORRX, FORKX diff. adviser | 10% | 0.65% | Abraham Trading Company |
| 12 | FIIG ESG FIXED INCOME FUND FOR RETIREMENT · QDVBX cheaper diff. adviser | 10% | 0.01% | Fisher Asset Management LLC |
| 13 | FIIG FIXED INCOME FUND FOR RETIREMENT · QDIBX cheaper diff. adviser | 9% | 0.01% | Fisher Asset Management LLC |
| 14 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 9% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | AZL Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 8% | 0.64% | Allianz Investment Management LLC |
| 16 | Templeton Global Bond VIP Fund diff. adviser | 8% | 0.50% | Franklin Advisers, Inc. |
| 17 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 8% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 18 | ClearShares Piton Intermediate Fixed Income ETF · PIFI diff. adviser | 8% | 0.45% | ClearShares LLC |
| 19 | Boston Trust Walden Balanced Fund · WSBFX diff. adviser | 8% | 0.95% | Boston Trust Walden Inc. |
| 20 | U.S. Government Securities Fund · CAUSX, CAUKX diff. adviser | 8% | 0.76% | CCM Partners, LP. dba Shelton Capital Management |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.