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 Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 18% | 0.05% | WisdomTree Digital Management, Inc. |
| 2 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 17% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 3 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 16% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 15% | 0.12% | Global X Management Company LLC |
| 5 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
| 6 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 14% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 14% | 0.03% | SSGA Funds Management, Inc. |
| 8 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 9 | Abacus Flexible Bond Leaders ETF · ABXB cheaper | 14% | 0.62% | — |
| 10 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 14% | 0.10% | BlackRock Fund Advisors |
| 11 | DWS Alternative Asset Allocation VIP cheaper diff. adviser | 13% | 0.88% | DWS Investment Management Americas, Inc. |
| 12 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 13% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 12% | 1.01% | — |
| 14 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 11% | 1.12% | HORIZON INVESTMENTS LLC. |
| 16 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 10% | 0.10% | The Vanguard Group, Inc. |
| 17 | BATS: Securitized Total Return Series cheaper diff. adviser | 10% | 0.02% | BlackRock Advisors, LLC |
| 18 | Monarch Ambassador Income ETF · MAMB diff. adviser | 10% | 1.26% | Kingsview Wealth Management LLC |
| 19 | Ocean Park Diversified Income ETF diff. adviser | 10% | 1.03% | Ocean Park Asset Management, LLC |
| 20 | Long-Term US Government Bond Portfolio diff. adviser | 10% | 2.68% | Mason Street Advisors, LLC |
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