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 Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 37% | 0.05% | BondBloxx Investment Management Corporation |
| 2 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 36% | 0.05% | WisdomTree Digital Management, Inc. |
| 3 | iShares 7-10 Year Treasury Bond ETF · IEF | 35% | 0.15% | BlackRock Fund Advisors |
| 4 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN diff. adviser | 33% | 0.15% | WisdomTree Asset Management, Inc. |
| 5 | Cambria Tail Risk ETF · TAIL diff. adviser | 28% | 0.59% | Cambria Investment Management, L.P. |
| 6 | Amplify BlackSwan Growth & Treasury Core ETF | 18% | 0.49% | — |
| 7 | Amplify BlackSwan ISWN ETF · ISWN | 17% | 0.49% | — |
| 8 | VY BrandyWineGLOBAL - Bond Portfolio · VGSBX diff. adviser | 17% | 0.58% | Voya Investments, LLC |
| 9 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 15% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 15% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX diff. adviser | 15% | 0.44% | Aristotle Investment Services, LLC |
| 12 | BNY Mellon Global Fixed Income Fund · SDGIX, DHGAX, DHGCX, DSDYX diff. adviser | 15% | 0.47% | BNY Mellon Investment Adviser, Inc. |
| 13 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN diff. adviser | 14% | 0.08% | BondBloxx Investment Management Corporation |
| 14 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 13% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | BrandywineGLOBAL-U.S. Fixed Income ETF diff. adviser | 13% | 0.39% | Franklin Advisers, Inc. |
| 16 | SanJac Alpha Core Plus Bond ETF · SJCP diff. adviser | 13% | 0.65% | SanJac Alpha LP |
| 17 | Global X Intermediate-Term Treasury Ladder ETF · MLDR diff. adviser | 11% | 0.12% | Global X Management Company LLC |
| 18 | 1290 Diversified Bond Fund · TNUAX, TNUIX, TNURX diff. adviser | 10% | 0.50% | Equitable Investment Management, LLC |
| 19 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX diff. adviser | 9% | 0.32% | Macquarie Investment Management Business Trust |
| 20 | EQ/Core Plus Bond Portfolio diff. adviser | 9% | 0.68% | Equitable Investment Management Group, LLC |
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