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 | VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND · VIITX | 26% | 0.02% | The Vanguard Group, Inc. |
| 2 | VANGUARD ULTRA-SHORT BOND ETF · VUSB | 19% | 0.10% | The Vanguard Group, Inc. |
| 3 | VANGUARD SHORT DURATION BOND ETF · VSDB | 17% | 0.15% | The Vanguard Group, Inc. |
| 4 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO | 17% | 0.14% | The Vanguard Group, Inc. |
| 5 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX | 15% | 0.07% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH | 14% | 0.03% | The Vanguard Group, Inc. |
| 7 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX | 14% | 0.09% | The Vanguard Group, Inc. |
| 8 | WisdomTree Short-Term Treasury Digital Fund · WTSYX diff. adviser | 13% | 0.05% | WisdomTree Digital Management, Inc. |
| 9 | Schwab Short-Term U.S. Treasury ETF · SCHO diff. adviser | 13% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB diff. adviser | 13% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 12 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO diff. adviser | 12% | 0.05% | BondBloxx Investment Management Corporation |
| 13 | iShares 1-3 Year Treasury Bond ETF · SHY diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 14 | State Farm Interim Fund · SFITX diff. adviser | 11% | 0.16% | State Farm Investment Management Corp. |
| 15 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX | 11% | 0.02% | The Vanguard Group, Inc. |
| 16 | Schwab Short-Term Bond Index Fund · SWSBX diff. adviser | 11% | 0.06% | Charles Schwab Investment Management, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB diff. adviser | 11% | 0.04% | SSGA Funds Management, Inc. |
| 18 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX | 10% | 0.10% | The Vanguard Group, Inc. |
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