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 | Conservative Allocation Fund · WBALX, WBAIX | 17% | 0.70% | Weitz Investment Management, Inc. |
| 2 | Weitz Core Plus Bond ETF | 10% | 0.45% | — |
| 3 | Core Plus Income Fund · WCPBX, WCPNX | 9% | 0.45% | Weitz Investment Management, Inc. |
| 4 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 5% | 0.10% | BlackRock Fund Advisors |
| 5 | iShares Short Duration Bond Active ETF · NEAR cheaper diff. adviser | 5% | 0.25% | BlackRock Fund Advisors |
| 6 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 5% | 0.12% | Global X Management Company LLC |
| 7 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 5% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 8 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 5% | 0.17% | Columbia Management Investment Advisers, LLC |
| 9 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper diff. adviser | 5% | 0.07% | BlackRock Fund Advisors |
| 10 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 11 | Weitz MultiSector Bond ETF | 5% | 0.65% | — |
| 12 | JPMorgan High Yield Fund · OHYFX, OHYAX, OGHCX, JHYUX, JYHRX, JHYZX, JRJYX, JRJKX diff. adviser | 5% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 13 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 14 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 15 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 17 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 18 | EQ/Invesco Moderate Allocation Portfolio diff. adviser | 5% | 0.90% | Equitable Investment Management Group, LLC |
| 19 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 5% | 0.03% | BondBloxx Investment Management Corporation |
| 20 | JPMorgan Government Bond Fund · OGGYX, HLGAX, OGGAX, OGVCX, JGBZX, OGGPX, OGGQX cheaper diff. adviser | 5% | 0.30% | J.P. Morgan Investment Management, Inc. |
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