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 | Fidelity Limited Term Government Fund · FFXSX cheaper | 13% | 0.30% | Fidelity Management & Research Company LLC |
| 2 | Aptus Enhanced Yield ETF · JUCY | 10% | 0.60% | Aptus Capital Advisors, LLC |
| 3 | U.S. Government Securities Fund · CAUSX, CAUKX | 8% | 0.76% | CCM Partners, LP. dba Shelton Capital Management |
| 4 | MFS Global Governments Portfolio | 8% | 0.70% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | VIP Investment Grade Central Fund | 6% | — | Fidelity Management & Research Company LLC |
| 6 | Old Westbury Fixed Income Fund · OWFIX cheaper | 6% | 0.57% | Bessemer Investment Management LLC |
| 7 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper | 6% | 0.15% | BlackRock Fund Advisors |
| 8 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 9 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper | 6% | 0.05% | WisdomTree Digital Management, Inc. |
| 10 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper | 6% | 0.15% | WisdomTree Asset Management, Inc. |
| 11 | iShares iBonds Dec 2034 Term Treasury ETF · IBTP cheaper | 6% | 0.07% | BlackRock Fund Advisors |
| 12 | LifeX 2035 Income Bucket ETF cheaper | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 13 | 1290 VT DoubleLine Opportunistic Bond Portfolio | 6% | 0.66% | Equitable Investment Management Group, LLC |
| 14 | Axonic Strategic Income Fund | 6% | 1.03% | Axonic Capital LLC |
| 15 | BrandywineGLOBAL-U.S. Fixed Income ETF cheaper | 6% | 0.39% | Franklin Advisers, Inc. |
| 16 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper | 6% | 0.07% | BlackRock Fund Advisors |
| 17 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 18 | TSW Core Plus Bond Fund · TSWFX cheaper | 5% | 0.51% | JOHCM (USA) Inc. |
| 19 | Nationwide Bond Portfolio | 5% | — | Nationwide Fund Advisors |
| 20 | Advantage CoreAlpha Bond Master Portfolio | 5% | — | BlackRock Advisors, LLC |
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