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 | State Farm Interim Fund · SFITX diff. adviser | 46% | 0.16% | State Farm Investment Management Corp. |
| 2 | Invesco MSCI Treasury Duration Rotation ETF | 44% | 0.15% | — |
| 3 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO | 42% | 0.05% | BondBloxx Investment Management Corporation |
| 4 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ diff. adviser | 41% | 0.07% | BlackRock Fund Advisors |
| 5 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 40% | 0.03% | Fidelity Management & Research Company LLC |
| 6 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI diff. adviser | 39% | 0.07% | BlackRock Fund Advisors |
| 7 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 39% | 0.03% | SSGA Funds Management, Inc. |
| 8 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 37% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | iShares 1-3 Year Treasury Bond ETF · SHY diff. adviser | 37% | 0.15% | BlackRock Fund Advisors |
| 10 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX diff. adviser | 36% | 0.05% | WisdomTree Digital Management, Inc. |
| 11 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 36% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 12 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 35% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | WisdomTree Short-Term Treasury Digital Fund · WTSYX diff. adviser | 35% | 0.05% | WisdomTree Digital Management, Inc. |
| 14 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 35% | 0.03% | The Vanguard Group, Inc. |
| 15 | iShares 3-7 Year Treasury Bond ETF · IEI diff. adviser | 34% | 0.15% | BlackRock Fund Advisors |
| 16 | VANGUARD SHORT-TERM BOND INDEX FUND · VBISX, VBIRX, BSV, VBITX, VBIPX cheaper diff. adviser | 32% | 0.02% | The Vanguard Group, Inc. |
| 17 | iShares U.S. Intermediate Government Bond Index Fund diff. adviser | 31% | 0.10% | BlackRock Fund Advisors |
| 18 | Schwab Short-Term Bond Index Fund · SWSBX diff. adviser | 31% | 0.06% | Charles Schwab Investment Management, Inc. |
| 19 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX diff. adviser | 30% | 0.10% | The Vanguard Group, Inc. |
| 20 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 30% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.