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 | AB Sustainable Thematic Credit Portfolio · STHYX, STHAX | 27% | 0.60% | AllianceBernstein L.P. |
| 2 | AB Taxable Multi-Sector Income Shares · CSHTX | 10% | 0.00% | AllianceBernstein L.P. |
| 3 | AB Short Duration Income ETF | 8% | 0.30% | AllianceBernstein L.P. |
| 4 | AB Corporate Bond ETF · EYEG | 6% | 0.30% | AllianceBernstein L.P. |
| 5 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB diff. adviser | 5% | 0.04% | SSGA Funds Management, Inc. |
| 6 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 5% | 0.36% | Lincoln Financial Investments Corporation |
| 7 | Nomura Corporate Bond Fund · DGCAX, DGCCX, DGCRX, DGCIX, DGCZX diff. adviser | 5% | 0.46% | Macquarie Investment Management Business Trust |
| 8 | Invesco BulletShares 2027 Corporate Bond ETF · BSCR diff. adviser | 4% | 0.10% | Invesco Capital Management LLC |
| 9 | AB Core Bond ETF · CORB | 4% | 0.28% | AllianceBernstein L.P. |
| 10 | AB Core Bond Portfolio · SNIDX, IDPYX, IDPAX, IDPZX | 4% | 0.28% | AllianceBernstein L.P. |
| 11 | VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF · VBCA | 4% | 0.08% | — |
| 12 | iShares iBonds Dec 2027 Term Corporate ETF · IBDS diff. adviser | 4% | 0.10% | BlackRock Fund Advisors |
| 13 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX diff. adviser | 4% | 0.07% | The Vanguard Group, Inc. |
| 14 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO diff. adviser | 4% | 0.15% | Fm Investments LLC |
| 15 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX diff. adviser | 4% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 16 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 4% | 0.19% | BondBloxx Investment Management Corporation |
| 17 | PD 1-3 Year Corporate Bond Portfolio diff. adviser | 4% | 0.26% | Pacific Life Fund Advisors LLC |
| 18 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO diff. adviser | 4% | 0.14% | The Vanguard Group, Inc. |
| 19 | AB Income Fund · AKGAX, AKGCX, ACGYX, ACGZX | 4% | 0.54% | AllianceBernstein L.P. |
| 20 | Invesco BulletShares 2028 Corporate Bond ETF · BSCS diff. adviser | 4% | 0.10% | Invesco Capital Management LLC |
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