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 | JNL/Fidelity Institutional Asset Management Total Bond Fund | 5% | 0.49% | Jackson National Asset Management, LLC |
| 2 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper | 5% | 0.15% | BlackRock Fund Advisors |
| 3 | Templeton Global Bond VIP Fund | 5% | 0.50% | Franklin Advisers, Inc. |
| 4 | AZL Fidelity Institutional Asset Management Total Bond Fund | 5% | 0.64% | Allianz Investment Management LLC |
| 5 | American Beacon Garcia Hamilton Quality Bond Fund · GHQIX, GHQPX, GHQYX, GHQRX | 5% | 0.41% | American Beacon Advisors, Inc. |
| 6 | Boyd Watterson Limited Duration Enhanced Income Fund · BWDIX, BWDTX | 5% | 0.41% | Boyd Watterson Asset Management, LLC |
| 7 | iShares iBonds Dec 2033 Term Treasury ETF · IBTO cheaper | 5% | 0.07% | BlackRock Fund Advisors |
| 8 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper | 5% | 0.15% | WisdomTree Asset Management, Inc. |
| 9 | Genter Capital Taxable Quality Intermediate ETF · GENT | 5% | 0.38% | OBP Capital LLC |
| 10 | ClearShares Piton Intermediate Fixed Income ETF · PIFI | 4% | 0.45% | ClearShares LLC |
| 11 | Invesco Equal Weight 0-30 Year Treasury ETF · GOVI cheaper | 4% | 0.15% | Invesco Capital Management LLC |
| 12 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper | 4% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Ambrus Core Bond Fund · TTRYX, TTRBX | 4% | 0.51% | Whittier Advisors, LLC |
| 14 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper | 4% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | DWS Global Macro Fund · DBISX, DBICX, DBIVX, MGINX, DBIWX | 3% | 0.87% | DWS Investment Management Americas, Inc. |
| 16 | Fidelity Investment Grade Bond Fund · FBNDX, FGBAX, FGBCX, FGBTX, FGBPX, FIKQX cheaper | 3% | 0.36% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper | 3% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | Columbia Variable Portfolio - Long Government/Credit Bond Fund | 3% | 0.47% | Columbia Management Investment Advisers, LLC |
| 19 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper | 3% | 0.08% | BondBloxx Investment Management Corporation |
| 20 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper | 3% | 0.03% | Fidelity Management & Research Company LLC |
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