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 | MFS Government Securities Portfolio | 60% | 0.56% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS GOVERNMENT MARKETS INCOME TRUST | 32% | — | — |
| 3 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 12% | 0.05% | BlackRock Fund Advisors |
| 4 | MFS INTERMEDIATE INCOME TRUST | 10% | — | — |
| 5 | MFS Total Return Bond Fund · MRBFX, MRBJX, MRBBX, MRBCX, MRBIX, MRBGX, MRRRX, MRBHX, MRBKX cheaper | 10% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 9% | 0.15% | WisdomTree Asset Management, Inc. |
| 7 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 8 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Build Bond Innovation ETF · BFIX | 9% | 0.45% | — |
| 10 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 9% | 0.17% | Columbia Management Investment Advisers, LLC |
| 11 | MFS Total Return Bond Series | 9% | 0.53% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | MFS Diversified Income Fund · DIFAX, DIFCX, DIFIX, DIFDX, DIFEX, DIFFX, DIFGX, DIFHX | 9% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 14 | MFS Core Bond Fund · MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX cheaper | 9% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Nuveen Enhanced Yield U.S. Aggregate Bond ETF · NUAG cheaper diff. adviser | 8% | 0.19% | Nuveen Fund Advisors, LLC |
| 16 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper diff. adviser | 8% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | Fidelity Limited Term Government Fund · FFXSX cheaper diff. adviser | 8% | 0.30% | Fidelity Management & Research Company LLC |
| 18 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 8% | 0.10% | BlackRock Fund Advisors |
| 19 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 8% | 0.15% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.