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 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 16% | 0.15% | WisdomTree Asset Management, Inc. |
| 2 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 14% | 0.10% | Invesco Capital Management LLC |
| 3 | Build Bond Innovation ETF · BFIX | 14% | 0.45% | — |
| 4 | iShares iBonds Dec 2026 Term Corporate ETF · IBDR cheaper diff. adviser | 12% | 0.10% | BlackRock Fund Advisors |
| 5 | Commodity Return Strategy Portfolio · CCRSX, CCRRX diff. adviser | 12% | 0.80% | UBS Asset Management (Americas) LLC |
| 6 | LVIP JPMorgan Short Duration Bond Fund diff. adviser | 11% | 0.47% | Lincoln Financial Investments Corporation |
| 7 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper diff. adviser | 11% | 0.15% | BlackRock Fund Advisors |
| 8 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 11% | 0.05% | WisdomTree Digital Management, Inc. |
| 9 | PIA Short-Term Securities Fund · PIASX diff. adviser | 10% | 0.39% | Pacific Income Advisers Inc |
| 10 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 10% | 0.12% | Global X Management Company LLC |
| 11 | Credit Suisse Commodity Return Strategy Fund · CRSOX, CRSAX, CRSCX diff. adviser | 9% | 0.80% | UBS Asset Management (Americas) LLC |
| 12 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 9% | 0.15% | SSGA Funds Management, Inc. |
| 13 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF diff. adviser | 8% | 0.35% | BlackRock Fund Advisors |
| 15 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 8% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 17 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 8% | 0.03% | BondBloxx Investment Management Corporation |
| 18 | Invesco Balanced-Risk Allocation Fund · ABRZX, ABRCX, ABRRX, ABRYX, ABRIX, ALLFX diff. adviser | 8% | 1.05% | Invesco Advisers, Inc. |
| 19 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 8% | 0.15% | — |
| 20 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 7% | 0.15% | Robert W. Baird & Co. Incorporated |
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