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 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 17% | 0.05% | WisdomTree Digital Management, Inc. |
| 2 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 16% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 4 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 16% | 0.03% | SSGA Funds Management, Inc. |
| 5 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 15% | 0.15% | BlackRock Fund Advisors |
| 6 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 15% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
| 8 | State Farm Interim Fund · SFITX cheaper diff. adviser | 15% | 0.16% | State Farm Investment Management Corp. |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 15% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 14% | 0.03% | SSGA Funds Management, Inc. |
| 11 | U.S. Government Fund · NOUGX cheaper diff. adviser | 14% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 14% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 14% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 14% | 0.05% | BondBloxx Investment Management Corporation |
| 15 | BNY Mellon Asset Allocation Fund · MPBLX, MIBLX | 13% | 0.87% | BNY Mellon Investment Adviser, Inc. |
| 16 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 13% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 13% | 0.10% | BlackRock Fund Advisors |
| 18 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 13% | 0.17% | Columbia Management Investment Advisers, LLC |
| 19 | Nuveen ESG U.S. Aggregate Bond ETF · NUBD cheaper diff. adviser | 13% | 0.15% | Nuveen Fund Advisors, LLC |
| 20 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 12% | 0.15% | — |
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