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 | JOHNSON INSTITUTIONAL CORE BOND FUND · JIBFX, JIMFX cheaper | 30% | 0.25% | Johnson Investment Counsel, Inc. |
| 2 | JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND · JIBEX, JIMEX cheaper | 19% | 0.25% | Johnson Investment Counsel, Inc. |
| 3 | JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND · JIBDX, JIMDX cheaper | 7% | 0.25% | Johnson Investment Counsel, Inc. |
| 4 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | JOHNSON ENHANCED RETURN FUND · JENHX cheaper | 7% | 0.35% | Johnson Investment Counsel, Inc. |
| 6 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 7 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 6% | 0.10% | BlackRock Fund Advisors |
| 8 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 12 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 5% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 14 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 4% | 0.08% | BondBloxx Investment Management Corporation |
| 16 | Baird Aggregate Bond Fund · BAGIX, BAGSX cheaper diff. adviser | 4% | 0.30% | Robert W. Baird & Co. Incorporated |
| 17 | Core Bond Series · EXCRX, EXCIX, MCBZX, MCBWX cheaper diff. adviser | 4% | 0.05% | Manning & Napier Advisors, LLC |
| 18 | VictoryShares WestEnd Economic Cycle Bond ETF · BMDL cheaper diff. adviser | 4% | 0.40% | Victory Capital Management Inc. |
| 19 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 4% | 0.12% | Global X Management Company LLC |
| 20 | SBH PLUS BOND FUND · WTIBX, WIIBX cheaper diff. adviser | 4% | 0.40% | SEGALL BRYANT AND HAMILL LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.