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 | BNY Mellon Global Fixed Income Fund · SDGIX, DHGAX, DHGCX, DSDYX cheaper diff. adviser | 8% | 0.47% | BNY Mellon Investment Adviser, Inc. |
| 2 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 3 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 8% | 0.05% | BondBloxx Investment Management Corporation |
| 4 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 6 | iShares iBonds Dec 2035 Term Treasury ETF · IBTQ cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 7 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 8 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 9 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 7% | 0.02% | The Vanguard Group, Inc. |
| 11 | TSW Core Plus Bond Fund · TSWFX cheaper diff. adviser | 7% | 0.51% | JOHCM (USA) Inc. |
| 12 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 13 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | Fidelity Intermediate Government Income Fund · FSTGX cheaper diff. adviser | 6% | 0.45% | Fidelity Management & Research Company LLC |
| 15 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 16 | Cohen & Steers Preferred and Income Opportunities Active ETF · CSPF cheaper diff. adviser | 6% | 0.59% | Cohen & Steers Capital Management, Inc. |
| 17 | EQ/Core Plus Bond Portfolio cheaper diff. adviser | 6% | 0.68% | Equitable Investment Management Group, LLC |
| 18 | VIP Investment Grade Central Fund diff. adviser | 6% | — | Fidelity Management & Research Company LLC |
| 19 | Carillon Reams Unconstrained Bond Fund · SUBDX, SUBEX, SUBFX, SUBTX cheaper diff. adviser | 6% | 0.50% | Carillon Tower Advisers, Inc. |
| 20 | Strategic Enhanced Yield Fund · AAENX, AIENX, APENX diff. adviser | 5% | 0.76% | Cavanal Hill Investment Management, Inc. |
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