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 | Symmetry Panoramic Global Systematic Fixed Income Fund · SPGBX | 15% | 0.58% | Symmetry Partners, LLC |
| 2 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 11% | 0.12% | Global X Management Company LLC |
| 3 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 4 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 5 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 10% | 0.10% | BlackRock Fund Advisors |
| 7 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 10% | 0.17% | Columbia Management Investment Advisers, LLC |
| 8 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 9 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 10 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 14 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 9% | 0.10% | The Vanguard Group, Inc. |
| 15 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 9% | 0.05% | BlackRock Fund Advisors |
| 17 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 9% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 18 | SA Fixed Income Index Portfolio cheaper diff. adviser | 9% | 0.34% | SunAmerica Asset Management, LLC |
| 19 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | Empower Bond Index Fund · MXBIX, MXCOX cheaper diff. adviser | 8% | 0.14% | Empower Capital Management, LLC |
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