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 Short-Term Treasury Digital Fund · WTSYX diff. adviser | 96% | 0.05% | WisdomTree Digital Management, Inc. |
| 2 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS diff. adviser | 91% | 0.03% | SSGA Funds Management, Inc. |
| 3 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH diff. adviser | 90% | 0.03% | The Vanguard Group, Inc. |
| 4 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB diff. adviser | 87% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 5 | iShares 1-3 Year Treasury Bond ETF · SHY diff. adviser | 81% | 0.15% | BlackRock Fund Advisors |
| 6 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO diff. adviser | 80% | 0.05% | BondBloxx Investment Management Corporation |
| 7 | State Farm Interim Fund · SFITX diff. adviser | 57% | 0.16% | State Farm Investment Management Corp. |
| 8 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX diff. adviser | 54% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Invesco MSCI Treasury Duration Rotation ETF | 53% | 0.15% | — |
| 10 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX diff. adviser | 49% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI diff. adviser | 43% | 0.07% | BlackRock Fund Advisors |
| 12 | Schwab Short-Term Bond Index Fund · SWSBX | 42% | 0.06% | Charles Schwab Investment Management, Inc. |
| 13 | iShares U.S. Intermediate Government Bond Index Fund diff. adviser | 42% | 0.10% | BlackRock Fund Advisors |
| 14 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH diff. adviser | 42% | 0.07% | BlackRock Fund Advisors |
| 15 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX cheaper diff. adviser | 41% | 0.02% | The Vanguard Group, Inc. |
| 16 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX diff. adviser | 38% | 0.10% | The Vanguard Group, Inc. |
| 17 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE diff. adviser | 37% | 0.05% | BondBloxx Investment Management Corporation |
| 18 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 36% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | Global X Short-Term Treasury Ladder ETF · SLDR diff. adviser | 35% | 0.12% | Global X Management Company LLC |
| 20 | VANGUARD TOTAL TREASURY ETF · VTG diff. adviser | 35% | 0.03% | The Vanguard Group, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.