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 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX cheaper diff. adviser | 23% | 0.40% | Loomis, Sayles & Company, L.P. |
| 2 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 13% | 0.06% | DBX Advisors LLC |
| 3 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 13% | 0.12% | Global X Management Company LLC |
| 4 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 13% | 0.07% | The Vanguard Group, Inc. |
| 5 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 12% | 0.10% | BlackRock Fund Advisors |
| 6 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 11% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 8 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 11% | 0.05% | WisdomTree Digital Management, Inc. |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 11% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 12 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 14 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 15 | New Covenant Income Fund · NCICX diff. adviser | 10% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 10% | 0.08% | Invesco Capital Management LLC |
| 17 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 9% | 0.17% | Columbia Management Investment Advisers, LLC |
| 18 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 9% | 0.15% | — |
| 19 | iShares Intermediate Government/Credit Bond ETF · GVI cheaper diff. adviser | 9% | 0.20% | BlackRock Fund Advisors |
| 20 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
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