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 | Schwab Short-Term Bond Index Fund · SWSBX diff. adviser | 64% | 0.06% | Charles Schwab Investment Management, Inc. |
| 2 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX cheaper diff. adviser | 59% | 0.02% | The Vanguard Group, Inc. |
| 3 | iShares Intermediate Government/Credit Bond ETF · GVI | 53% | 0.20% | BlackRock Fund Advisors |
| 4 | iShares U.S. Intermediate Government Bond Index Fund | 45% | 0.10% | BlackRock Fund Advisors |
| 5 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 41% | 0.17% | Columbia Management Investment Advisers, LLC |
| 6 | State Farm Interim Fund · SFITX diff. adviser | 39% | 0.16% | State Farm Investment Management Corp. |
| 7 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 39% | 0.03% | The Vanguard Group, Inc. |
| 8 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 38% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | iShares Core Universal USD Bond ETF · IUSB | 37% | 0.06% | BlackRock Fund Advisors |
| 10 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 37% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 34% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | iShares Core U.S. Aggregate Bond ETF · AGG cheaper | 34% | 0.03% | BlackRock Fund Advisors |
| 13 | iShares Government/Credit Bond ETF · GBF | 32% | 0.20% | BlackRock Fund Advisors |
| 14 | U.S. Total Bond Index Master Portfolio | 32% | — | BlackRock Fund Advisors |
| 15 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 31% | 0.01% | The Vanguard Group, Inc. |
| 16 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 31% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | EQ/Core Bond Index Portfolio diff. adviser | 31% | 0.37% | Equitable Investment Management Group, LLC |
| 18 | TOTAL BOND MARKET INDEX PORTFOLIO diff. adviser | 31% | 0.14% | The Vanguard Group, Inc. |
| 19 | Fidelity Short-Term Bond Index Fund · FNSOX cheaper diff. adviser | 31% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 31% | 0.03% | Charles Schwab Investment Management, Inc. |
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