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 ENHANCED RETURN FUND · JENHX | 51% | 0.35% | Johnson Investment Counsel, Inc. |
| 2 | JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND · JIBEX, JIMEX | 13% | 0.25% | Johnson Investment Counsel, Inc. |
| 3 | JOHNSON INSTITUTIONAL CORE BOND FUND · JIBFX, JIMFX | 9% | 0.25% | Johnson Investment Counsel, Inc. |
| 4 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 8% | 0.05% | BlackRock Fund Advisors |
| 5 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 6 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 7% | 0.05% | BondBloxx Investment Management Corporation |
| 7 | JOHNSON CORE PLUS BOND FUND · JCPLX | 7% | 0.45% | Johnson Investment Counsel, Inc. |
| 8 | EQ/Core Bond Index Portfolio diff. adviser | 6% | 0.37% | Equitable Investment Management Group, LLC |
| 9 | DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO · DFIGX cheaper diff. adviser | 6% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 10 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 11 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 5% | 0.15% | — |
| 12 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 5% | 0.05% | BondBloxx Investment Management Corporation |
| 14 | KraneShares Sustainable Ultra Short Duration Index ETF · KCSH cheaper diff. adviser | 5% | 0.20% | Krane Funds Advisors, LLC |
| 15 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 16 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | Brandes Core Plus Fixed Income Fund · BCPAX, BCPIX, BCPRX diff. adviser | 5% | 0.31% | Brandes Investment Partners, L.P. |
| 18 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 4% | 0.03% | SSGA Funds Management, Inc. |
| 19 | EQ/AB Dynamic Moderate Growth Portfolio diff. adviser | 4% | 0.87% | Equitable Investment Management Group, LLC |
| 20 | FIIG ESG FIXED INCOME FUND FOR RETIREMENT · QDVBX cheaper diff. adviser | 4% | 0.01% | Fisher Asset Management LLC |
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