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 | DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO · DFIGX cheaper diff. adviser | 25% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 20% | 0.12% | Global X Management Company LLC |
| 3 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 18% | 0.15% | BlackRock Fund Advisors |
| 4 | EQ/Long-Term Bond Portfolio diff. adviser | 15% | 0.40% | Equitable Investment Management Group, LLC |
| 5 | Invesco Equal Weight 0-30 Year Treasury ETF · GOVI cheaper diff. adviser | 13% | 0.15% | Invesco Capital Management LLC |
| 6 | PIMCO U.S. Government and Short-Term Investments Portfolio diff. adviser | 13% | — | Pacific Investment Management Company LLC |
| 7 | Weitz Core Plus Bond ETF | 12% | 0.45% | — |
| 8 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 12% | 0.08% | BondBloxx Investment Management Corporation |
| 9 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Long-Term US Government Bond Portfolio diff. adviser | 10% | 2.68% | Mason Street Advisors, LLC |
| 11 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX diff. adviser | 10% | 2.99% | Pacific Investment Management Company LLC |
| 12 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 9% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 14 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | Invesco Taxable Municipal Bond ETF · BAB cheaper diff. adviser | 9% | 0.28% | Invesco Capital Management LLC |
| 16 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 18 | PIMCO Long-Term U.S. Government Portfolio · VPVLTDV, VPVLTIV, VPVLTAV diff. adviser | 8% | 2.43% | Pacific Investment Management Company LLC |
| 19 | Core Plus Income Fund · WCPBX, WCPNX diff. adviser | 8% | 0.45% | Weitz Investment Management, Inc. |
| 20 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
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