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 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper | 27% | 0.14% | The Vanguard Group, Inc. |
| 2 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX cheaper | 27% | 0.02% | The Vanguard Group, Inc. |
| 3 | Schwab Short-Term Bond Index Fund · SWSBX cheaper diff. adviser | 26% | 0.06% | Charles Schwab Investment Management, Inc. |
| 4 | State Farm Interim Fund · SFITX diff. adviser | 24% | 0.16% | State Farm Investment Management Corp. |
| 5 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper | 21% | 0.07% | The Vanguard Group, Inc. |
| 6 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 21% | 0.10% | BlackRock Fund Advisors |
| 7 | Invesco MSCI Treasury Duration Rotation ETF | 21% | 0.15% | — |
| 8 | VANGUARD TOTAL TREASURY ETF · VTG cheaper | 21% | 0.03% | The Vanguard Group, Inc. |
| 9 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 21% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | iShares Core 1-5 Year USD Bond ETF · ISTB cheaper diff. adviser | 20% | 0.06% | BlackRock Fund Advisors |
| 11 | VANGUARD MULTI-SECTOR INCOME BOND FUND · VMSAX, VMSIX | 20% | 0.30% | The Vanguard Group, Inc. |
| 12 | VANGUARD MULTI-SECTOR INCOME BOND ETF · VGMS | 20% | 0.30% | The Vanguard Group, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 20% | 0.03% | SSGA Funds Management, Inc. |
| 14 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX diff. adviser | 19% | 0.17% | Columbia Management Investment Advisers, LLC |
| 15 | iShares Intermediate Government/Credit Bond ETF · GVI diff. adviser | 19% | 0.20% | BlackRock Fund Advisors |
| 16 | VANGUARD CORE-PLUS BOND ETF · VPLS | 18% | 0.20% | The Vanguard Group, Inc. |
| 17 | VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND · VISTX cheaper | 17% | 0.02% | The Vanguard Group, Inc. |
| 18 | VANGUARD CORE BOND ETF · VCRB cheaper | 17% | 0.10% | The Vanguard Group, Inc. |
| 19 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 17% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Short-Term Bond Index Fund · FNSOX cheaper diff. adviser | 16% | 0.03% | Fidelity Management & Research Company LLC |
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