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 | Schwab Short-Term Bond Index Fund · SWSBX diff. adviser | 80% | 0.06% | Charles Schwab Investment Management, Inc. |
| 2 | iShares U.S. Intermediate Government Bond Index Fund diff. adviser | 59% | 0.10% | BlackRock Fund Advisors |
| 3 | iShares Core 1-5 Year USD Bond ETF · ISTB diff. adviser | 59% | 0.06% | BlackRock Fund Advisors |
| 4 | iShares Intermediate Government/Credit Bond ETF · GVI diff. adviser | 58% | 0.20% | BlackRock Fund Advisors |
| 5 | State Farm Interim Fund · SFITX diff. adviser | 55% | 0.16% | State Farm Investment Management Corp. |
| 6 | VANGUARD TOTAL TREASURY ETF · VTG | 54% | 0.03% | The Vanguard Group, Inc. |
| 7 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB diff. adviser | 54% | 0.03% | SSGA Funds Management, Inc. |
| 8 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 52% | 0.17% | Columbia Management Investment Advisers, LLC |
| 9 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX diff. adviser | 46% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX diff. adviser | 46% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS diff. adviser | 43% | 0.03% | SSGA Funds Management, Inc. |
| 12 | Schwab Short-Term U.S. Treasury ETF · SCHO diff. adviser | 41% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | Invesco MSCI Treasury Duration Rotation ETF | 41% | 0.15% | — |
| 14 | EQ/Core Bond Index Portfolio diff. adviser | 40% | 0.37% | Equitable Investment Management Group, LLC |
| 15 | WisdomTree Short-Term Treasury Digital Fund · WTSYX diff. adviser | 40% | 0.05% | WisdomTree Digital Management, Inc. |
| 16 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH | 39% | 0.03% | The Vanguard Group, Inc. |
| 17 | iShares Government/Credit Bond ETF · GBF diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 18 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB diff. adviser | 39% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 19 | SA Fixed Income Intermediate Index Portfolio diff. adviser | 38% | 0.34% | SunAmerica Asset Management, LLC |
| 20 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper | 37% | 0.01% | The Vanguard Group, Inc. |
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