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 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 11% | 0.08% | BondBloxx Investment Management Corporation |
| 2 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 11% | 0.02% | The Vanguard Group, Inc. |
| 3 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 10% | 0.38% | Fidelity Management & Research Company LLC |
| 4 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 10% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | PIMCO Long-Term U.S. Government Fund · PGOVX, PFGAX, PFGCX, PLTPX diff. adviser | 10% | 0.84% | Pacific Investment Management Company LLC |
| 6 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX diff. adviser | 9% | 2.99% | Pacific Investment Management Company LLC |
| 7 | Fidelity Investment Grade Bond Central Fund | 9% | — | — |
| 8 | VIP Investment Grade Central Fund diff. adviser | 9% | — | Fidelity Management & Research Company LLC |
| 9 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 10 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 11 | SIIT LONG DURATION FUND · LDRAX cheaper diff. adviser | 9% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 8% | 0.59% | ALPS Advisors, Inc. |
| 14 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX diff. adviser | 8% | 0.59% | ALPS Advisors, Inc. |
| 15 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper diff. adviser | 8% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 8% | 0.05% | BondBloxx Investment Management Corporation |
| 19 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
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