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 | Schwab Short-Term U.S. Treasury ETF · SCHO diff. adviser | 91% | 0.03% | Charles Schwab Investment Management, Inc. |
| 2 | WisdomTree Short-Term Treasury Digital Fund · WTSYX diff. adviser | 88% | 0.05% | WisdomTree Digital Management, Inc. |
| 3 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH diff. adviser | 86% | 0.03% | The Vanguard Group, Inc. |
| 4 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB diff. adviser | 81% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 5 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO diff. adviser | 81% | 0.05% | BondBloxx Investment Management Corporation |
| 6 | iShares 1-3 Year Treasury Bond ETF · SHY diff. adviser | 79% | 0.15% | BlackRock Fund Advisors |
| 7 | State Farm Interim Fund · SFITX diff. adviser | 56% | 0.16% | State Farm Investment Management Corp. |
| 8 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX diff. adviser | 50% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Invesco MSCI Treasury Duration Rotation ETF | 50% | 0.15% | — |
| 10 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX diff. adviser | 47% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX cheaper diff. adviser | 43% | 0.02% | The Vanguard Group, Inc. |
| 12 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI diff. adviser | 43% | 0.07% | BlackRock Fund Advisors |
| 13 | Schwab Short-Term Bond Index Fund · SWSBX diff. adviser | 42% | 0.06% | Charles Schwab Investment Management, Inc. |
| 14 | iShares U.S. Intermediate Government Bond Index Fund diff. adviser | 41% | 0.10% | BlackRock Fund Advisors |
| 15 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE diff. adviser | 39% | 0.05% | BondBloxx Investment Management Corporation |
| 16 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH diff. adviser | 38% | 0.07% | BlackRock Fund Advisors |
| 17 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX diff. adviser | 37% | 0.10% | The Vanguard Group, Inc. |
| 18 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB | 35% | 0.03% | SSGA Funds Management, Inc. |
| 19 | VANGUARD TOTAL TREASURY ETF · VTG diff. adviser | 34% | 0.03% | The Vanguard Group, Inc. |
| 20 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 33% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
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