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 | AMG GW&K Core Bond ESG Fund · MBDFX, MBDLX, MBGVX | 43% | 0.48% | AMG Funds LLC |
| 2 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 7% | 0.10% | BlackRock Fund Advisors |
| 3 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 4 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 5 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 8 | John Hancock Corporate Bond ETF · JHCB cheaper diff. adviser | 6% | 0.29% | John Hancock Investment Management LLC |
| 9 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | AMG GW&K Securitized Bond SMA Shares · GWSBX cheaper | 6% | 0.00% | AMG Funds LLC |
| 11 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 6% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 12 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 6% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 16 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 5% | 0.02% | The Vanguard Group, Inc. |
| 17 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 5% | 0.12% | Global X Management Company LLC |
| 18 | LVIP Mondrian Global Income Fund diff. adviser | 4% | 0.66% | Lincoln Financial Investments Corporation |
| 19 | Invesco Variable Rate Preferred ETF · VRP diff. adviser | 4% | 0.50% | Invesco Capital Management LLC |
| 20 | JOHNSON INSTITUTIONAL CORE BOND FUND · JIBFX, JIMFX cheaper diff. adviser | 4% | 0.25% | Johnson Investment Counsel, Inc. |
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