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 | iShares iBonds Dec 2055 Term Treasury ETF · IBGL cheaper diff. adviser | 24% | 0.07% | BlackRock Fund Advisors |
| 2 | iShares 25+ Year Treasury STRIPS Bond ETF · GOVZ cheaper diff. adviser | 20% | 0.10% | BlackRock Fund Advisors |
| 3 | PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · ZROZ cheaper diff. adviser | 19% | 0.15% | Pacific Investment Management Company LLC |
| 4 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 15% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 13% | 0.03% | Fidelity Management & Research Company LLC |
| 6 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 12% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 7 | PIMCO Extended Duration Fund · PEDIX, PEDPX diff. adviser | 11% | 6.20% | Pacific Investment Management Company LLC |
| 8 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 9 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 11 | Fidelity Advisor Multi-Asset Income Fund · FWATX, FAZYX, FWBTX, FAYZX, FMSDX, FIWBX diff. adviser | 9% | 0.76% | Fidelity Management & Research Company LLC |
| 12 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 9% | 0.59% | ALPS Advisors, Inc. |
| 13 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 14 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | LifeX Durable Income ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 16 | BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF · XTWY cheaper diff. adviser | 8% | 0.13% | BondBloxx Investment Management Corporation |
| 17 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 7% | 0.10% | BlackRock Fund Advisors |
| 18 | LifeX 2065 Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 19 | VANGUARD EXTENDED DURATION TREASURY INDEX FUND · VEDTX, VEDIX, EDV cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 20 | Fidelity Investment Grade Bond ETF · FIGB diff. adviser | 7% | 0.36% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.