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 | Invesco Quality Income Fund · VKMGX, VUSCX, VUSIX, VUSJX cheaper | 27% | 0.53% | Invesco Advisers, Inc. |
| 2 | DWS GNMA Fund · SGINX, GGGGX, GCGGX, GIGGX, GRRGX cheaper diff. adviser | 12% | 0.53% | DWS Investment Management Americas, Inc. |
| 3 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 10% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 4 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 6 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX cheaper diff. adviser | 9% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 8 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | Western Asset SMASh Series Core Plus Completion Fund · LMECX cheaper diff. adviser | 9% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Goldman Sachs Variable Insurance Trust Core Fixed Income Fund cheaper diff. adviser | 8% | 0.42% | Goldman Sachs Asset Management, L.P. |
| 13 | iShares Mortgage-Backed Securities Active ETF cheaper | 8% | 0.25% | — |
| 14 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 8% | 0.05% | BondBloxx Investment Management Corporation |
| 15 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 16 | Fidelity Investment Grade Securitized ETF · FSEC cheaper diff. adviser | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 17 | Goldman Sachs U.S. Mortgages Fund · GSUIX, GSUPX, GSUAX, GGIRX, GGIUX, GSBPX, GGURX, GGUSX cheaper diff. adviser | 8% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 18 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 7% | 0.05% | BlackRock Advisors, LLC |
| 19 | Putnam VT Mortgage Securities Fund cheaper diff. adviser | 7% | 0.50% | Franklin Advisers, Inc. |
| 20 | State Farm Interim Fund · SFITX cheaper diff. adviser | 7% | 0.16% | State Farm Investment Management Corp. |
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