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 iBonds Dec 2032 Term Treasury ETF · IBTM cheaper diff. adviser | 21% | 0.07% | BlackRock Fund Advisors |
| 2 | Western Asset Core Bond Fund · WATFX, WAPIX, WACSX, WABAX, WABCX, WABRX, LWACX cheaper | 18% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Western Asset Core Plus VIT Portfolio · QLMHIX, LVITX | 18% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Western Asset Ultra-Short Income Fund · ARMZX, LWAIX, SBAYX, ARMGX, ARMLX cheaper | 15% | 0.35% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Western Asset Core Plus Bond Fund · WACPX, WACIX, WAPSX, WAPAX, WAPCX, WAPRX, LWCPX cheaper | 15% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | LVIP Western Asset Core Bond Fund diff. adviser | 13% | 0.55% | Lincoln Financial Investments Corporation |
| 7 | Western Asset SMASh Series M Fund · LMSMX cheaper | 12% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 11% | 0.12% | Global X Management Company LLC |
| 9 | Guardian Core Fixed Income VIP Fund diff. adviser | 11% | 0.52% | Park Avenue Institutional Advisers LLC |
| 10 | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · XFIV cheaper diff. adviser | 10% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | Western Asset Short-Term Bond Fund · SBSTX, SSTLX, SBSYX, LWARX, LWSOX, LWSTX cheaper | 10% | 0.41% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Western Asset SMASh Series Core Completion Fund · WAADX cheaper | 9% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | LVIP Fidelity Institutional AM(R) Total Bond Fund diff. adviser | 9% | 0.51% | Lincoln Financial Investments Corporation |
| 14 | U.S. Government Securities Fund · CAUSX, CAUKX diff. adviser | 9% | 0.76% | CCM Partners, LP. dba Shelton Capital Management |
| 15 | AVIP Core Plus Bond Portfolio diff. adviser | 8% | 0.58% | CONSTELLATION INVESTMENTS INC |
| 16 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 17 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 18 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 19 | Western Asset Bond ETF cheaper diff. adviser | 7% | 0.35% | Franklin Advisers, Inc. |
| 20 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
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