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 | SBH QUALITY HIGH YIELD FUND · WTLTX, WILTX | 10% | 0.70% | SEGALL BRYANT AND HAMILL LLC |
| 2 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 9% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 3 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 9% | 0.00% | T. Rowe Price Associates, Inc. |
| 4 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 5 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 6 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 8% | 0.03% | SSGA Funds Management, Inc. |
| 7 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 7% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Fidelity SAI Total Bond Fund · FSMTX cheaper diff. adviser | 7% | 0.29% | Fidelity Management & Research Company LLC |
| 13 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 15 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 6% | 0.10% | BlackRock Fund Advisors |
| 16 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 6% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 6% | 0.03% | SSGA Funds Management, Inc. |
| 18 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 6% | 0.12% | Global X Management Company LLC |
| 19 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 6% | 0.12% | Global X Management Company LLC |
| 20 | MFS Global Governments Portfolio diff. adviser | 6% | 0.70% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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