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 | VALUE LINE ASSET ALLOCATION FUND INC · VLAAX, VLAIX | 26% | 0.82% | EULAV Asset Management |
| 2 | VALUE LINE CAPITAL APPRECIATION FUND INC · VALIX, VLIIX | 25% | 0.83% | EULAV Asset Management |
| 3 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 11% | 0.08% | BondBloxx Investment Management Corporation |
| 4 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 5 | Invesco Equal Weight 0-30 Year Treasury ETF · GOVI cheaper diff. adviser | 11% | 0.15% | Invesco Capital Management LLC |
| 6 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 9% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 8 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 9% | 0.10% | The Vanguard Group, Inc. |
| 9 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 9% | 0.03% | SSGA Funds Management, Inc. |
| 10 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 8% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 12 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 13 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 14 | LifeX 2054 Longevity Income ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 15 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 17 | TRIBUTARY INCOME FUND · FOINX, FOIPX cheaper diff. adviser | 8% | 0.48% | Tributary Capital Management, LLC |
| 18 | LifeX 2052 Longevity Income ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 19 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 8% | 0.02% | The Vanguard Group, Inc. |
| 20 | LifeX 2051 Longevity Income ETF cheaper diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
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