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 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH diff. adviser | 43% | 0.15% | WisdomTree Asset Management, Inc. |
| 2 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI diff. adviser | 33% | 0.07% | BlackRock Fund Advisors |
| 3 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS diff. adviser | 31% | 0.03% | SSGA Funds Management, Inc. |
| 4 | WisdomTree Short-Term Treasury Digital Fund · WTSYX diff. adviser | 30% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | Schwab Short-Term U.S. Treasury ETF · SCHO diff. adviser | 29% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH diff. adviser | 29% | 0.03% | The Vanguard Group, Inc. |
| 7 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX diff. adviser | 27% | 0.03% | Fidelity Management & Research Company LLC |
| 8 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB diff. adviser | 27% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 9 | iShares 1-3 Year Treasury Bond ETF · SHY diff. adviser | 27% | 0.15% | BlackRock Fund Advisors |
| 10 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 26% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO diff. adviser | 26% | 0.05% | BondBloxx Investment Management Corporation |
| 12 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH diff. adviser | 22% | 0.07% | BlackRock Fund Advisors |
| 13 | Invesco MSCI Treasury Duration Rotation ETF | 22% | 0.15% | — |
| 14 | Schwab Short-Term Bond Index Fund · SWSBX diff. adviser | 21% | 0.06% | Charles Schwab Investment Management, Inc. |
| 15 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB diff. adviser | 20% | 0.04% | SSGA Funds Management, Inc. |
| 16 | U.S. Government Fund · NOUGX diff. adviser | 20% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX diff. adviser | 20% | 0.02% | The Vanguard Group, Inc. |
| 18 | Fidelity SAI Short-Term Bond Fund · FZOMX diff. adviser | 19% | 0.21% | Fidelity Management & Research Company LLC |
| 19 | State Farm Interim Fund · SFITX diff. adviser | 19% | 0.16% | State Farm Investment Management Corp. |
| 20 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX diff. adviser | 18% | 0.25% | Fidelity Management & Research Company LLC |
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