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 | 20% | 0.25% | Johnson Investment Counsel, Inc. |
| 2 | JOHNSON CORE PLUS BOND FUND · JCPLX | 19% | 0.45% | Johnson Investment Counsel, Inc. |
| 3 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 19% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 18% | 0.03% | Fidelity Management & Research Company LLC |
| 5 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 18% | 0.00% | T. Rowe Price Associates, Inc. |
| 6 | JOHNSON ENHANCED RETURN FUND · JENHX | 16% | 0.35% | Johnson Investment Counsel, Inc. |
| 7 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 14% | 0.03% | The Vanguard Group, Inc. |
| 8 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 14% | 0.03% | SSGA Funds Management, Inc. |
| 9 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 14% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · XFIV cheaper diff. adviser | 14% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | iShares iBonds Dec 2032 Term Treasury ETF · IBTM cheaper diff. adviser | 14% | 0.07% | BlackRock Fund Advisors |
| 12 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 14% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 13 | E*TRADE No Fee U.S. Bond Index Fund · ETBOX cheaper diff. adviser | 13% | 0.00% | Morgan Stanley Investment Management Inc. |
| 14 | JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND · JIBDX, JIMDX | 13% | 0.25% | Johnson Investment Counsel, Inc. |
| 15 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 13% | 0.10% | The Vanguard Group, Inc. |
| 16 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 12% | 0.02% | The Vanguard Group, Inc. |
| 17 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 11% | 0.15% | BlackRock Fund Advisors |
| 18 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 11% | 0.05% | WisdomTree Digital Management, Inc. |
| 19 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 11% | 0.05% | BondBloxx Investment Management Corporation |
| 20 | Fidelity Intermediate Bond Fund · FTHRX diff. adviser | 11% | 0.45% | Fidelity Management & Research Company LLC |
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