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 | Diversified Bond Portfolio diff. adviser | 31% | 0.44% | Pacific Life Fund Advisors LLC |
| 2 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 3 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 13% | 0.02% | The Vanguard Group, Inc. |
| 4 | VIP Investment Grade Central Fund diff. adviser | 13% | — | Fidelity Management & Research Company LLC |
| 5 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 6 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 7 | VIP Investment Grade Bond II Portfolio diff. adviser | 12% | 0.39% | Fidelity Management & Research Company LLC |
| 8 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 12% | 0.08% | BondBloxx Investment Management Corporation |
| 9 | Fidelity Investment Grade Bond Central Fund | 11% | — | — |
| 10 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 11% | 0.38% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Series Investment Grade Bond Fund · FSIGX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 12 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 11% | 0.35% | Curi RMB Capital, LLC |
| 14 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Fidelity SAI Total Bond Fund · FSMTX cheaper diff. adviser | 11% | 0.29% | Fidelity Management & Research Company LLC |
| 16 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 10% | 0.17% | Columbia Management Investment Advisers, LLC |
| 18 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 10% | 0.49% | — |
| 19 | PIMCO Long-Term U.S. Government Fund · PGOVX, PFGAX, PFGCX, PLTPX diff. adviser | 10% | 0.84% | Pacific Investment Management Company LLC |
| 20 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 10% | 0.02% | The Vanguard Group, Inc. |
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