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 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 19% | 0.12% | Global X Management Company LLC |
| 2 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 16% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 4 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 13% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 5 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 6 | ClearShares Piton Intermediate Fixed Income ETF · PIFI diff. adviser | 13% | 0.45% | ClearShares LLC |
| 7 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 13% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 13% | 0.03% | The Vanguard Group, Inc. |
| 9 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 13% | 0.07% | BlackRock Fund Advisors |
| 10 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 12% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 12% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Madison Core Bond Fund · MBOAX, MBOYX, MBOIX, MBORX cheaper | 11% | 0.28% | Madison Asset Management, LLC |
| 14 | VIP Investment Grade Central Fund diff. adviser | 10% | — | Fidelity Management & Research Company LLC |
| 15 | Madison Aggregate Bond ETF · MAGG cheaper | 9% | 0.36% | Madison Asset Management, LLC |
| 16 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 17 | Multi-Asset Absolute Return Fund · JHAAX, JHACX, JHAIX, JHASX, JHARX diff. adviser | 9% | 1.18% | John Hancock Investment Management LLC |
| 18 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 19 | Old Westbury Short-Term Bond Fund · OWSBX cheaper diff. adviser | 9% | 0.37% | Bessemer Investment Management LLC |
| 20 | The Short Term Government Fund · CFSTX diff. adviser | 9% | 0.68% | Commerce Investment Advisors, Inc. |
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