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 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 13% | 0.15% | WisdomTree Asset Management, Inc. |
| 2 | LifeX 2028 Income Bucket ETF cheaper diff. adviser | 10% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 9% | 0.30% | Robert W. Baird & Co. Incorporated |
| 5 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 7 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 7% | 0.00% | Teachers Advisors, LLC |
| 8 | HARTFORD ULTRASHORT BOND HLS FUND · HUBAX, HUBBX diff. adviser | 6% | 0.45% | Hartford Funds Management Company, LLC |
| 9 | Counterpoint Tactical Income Fund · CPATX, CPCTX, CPITX diff. adviser | 6% | 1.87% | Counterpoint Mutual Funds, LLC |
| 10 | Fidelity SAI Low Duration Bond Fund · FZOLX cheaper diff. adviser | 6% | 0.20% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 6% | 0.20% | Fidelity Management & Research Company LLC |
| 12 | Old Westbury Short-Term Bond Fund · OWSBX diff. adviser | 5% | 0.37% | Bessemer Investment Management LLC |
| 13 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 5% | 0.15% | — |
| 14 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 5% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | PGIM Short Duration Multi-Sector Bond ETF · PSDM diff. adviser | 5% | 0.40% | PGIM INVESTMENTS LLC |
| 16 | JPMorgan Short Duration Core Plus ETF · JSCP diff. adviser | 5% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 17 | GMO Ultra-Short Income ETF · GMOC cheaper | 5% | 0.20% | — |
| 18 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 19 | Goldman Sachs Short Duration Bond Fund · GDIAX, GDICX, GDFIX, GSSRX, GIFRX, GDIUX, GMCPX diff. adviser | 5% | 0.42% | Goldman Sachs Asset Management, L.P. |
| 20 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
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