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 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 2 | Invesco U.S. Hybrid Bond ETF cheaper | 13% | 0.40% | — |
| 3 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 4 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 5 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 12% | 0.08% | BondBloxx Investment Management Corporation |
| 7 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 8 | Core Plus Income Fund · WCPBX, WCPNX diff. adviser | 11% | 0.45% | Weitz Investment Management, Inc. |
| 9 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 10% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | Invesco Variable Rate Preferred ETF · VRP diff. adviser | 10% | 0.50% | Invesco Capital Management LLC |
| 12 | Fidelity Government Income Fund · FGOVX, FVIAX, FVICX, FVITX, FVIIX, FIKPX cheaper diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 13 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF diff. adviser | 9% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 14 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 9% | 0.12% | Global X Management Company LLC |
| 15 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 9% | 0.10% | The Vanguard Group, Inc. |
| 16 | Prospera Income ETF · THRV diff. adviser | 9% | 1.80% | Prospera Funds Inc |
| 17 | Principal Spectrum Preferred Securities Active ETF · PREF diff. adviser | 9% | 0.55% | Principal Global Investors, LLC |
| 18 | T. Rowe Price New Income Fund, Inc. · PRCIX, PANIX, RRNIX, PRXEX, TRVZX cheaper diff. adviser | 8% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | RiverFront Strategic Income Fund · RIGS diff. adviser | 8% | 0.46% | ALPS Advisors, Inc. |
| 20 | MFS Income Portfolio diff. adviser | 8% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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