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 Treasury Digital Fund · WTSTX cheaper diff. adviser | 36% | 0.05% | WisdomTree Digital Management, Inc. |
| 2 | iShares 7-10 Year Treasury Bond ETF · IEF | 34% | 0.15% | BlackRock Fund Advisors |
| 3 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN diff. adviser | 33% | 0.15% | WisdomTree Asset Management, Inc. |
| 4 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 32% | 0.05% | BondBloxx Investment Management Corporation |
| 5 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio diff. adviser | 25% | 0.90% | Equitable Investment Management Group, LLC |
| 6 | Manor Bond Fund · MNRBX diff. adviser | 25% | 0.95% | Smithbridge Asset Management, Inc |
| 7 | LifeX 2035 Income Bucket ETF diff. adviser | 21% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | Amplify BlackSwan Growth & Treasury Core ETF | 18% | 0.49% | — |
| 9 | Amplify BlackSwan ISWN ETF · ISWN | 17% | 0.49% | — |
| 10 | Fidelity Tactical Bond ETF · FTBD diff. adviser | 17% | 0.55% | Fidelity Management & Research Company LLC |
| 11 | American Beacon Garcia Hamilton Quality Bond Fund · GHQIX, GHQPX, GHQYX, GHQRX diff. adviser | 17% | 0.41% | American Beacon Advisors, Inc. |
| 12 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN diff. adviser | 16% | 0.08% | BondBloxx Investment Management Corporation |
| 13 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 15% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 14% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Global X Intermediate-Term Treasury Ladder ETF · MLDR diff. adviser | 13% | 0.12% | Global X Management Company LLC |
| 16 | Fidelity Tactical Bond Fund · FBAGX, FBAPX, FTKAX, FTKCX, FTYMX, FBAHX diff. adviser | 13% | 0.62% | Fidelity Management & Research Company LLC |
| 17 | E*TRADE No Fee U.S. Bond Index Fund · ETBOX cheaper diff. adviser | 12% | 0.00% | Morgan Stanley Investment Management Inc. |
| 18 | Putnam ESG Core Bond ETF diff. adviser | 11% | 0.36% | Franklin Advisers, Inc. |
| 19 | T. Rowe Price Capital Appreciation and Income Fund · PRCFX, PRCHX diff. adviser | 11% | 0.49% | T. Rowe Price Associates, Inc. |
| 20 | Abraham Fortress Fund · FORTX, FORRX, FORKX diff. adviser | 10% | 0.65% | Abraham Trading Company |
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