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 | Baird Intermediate Bond Fund · BIMIX, BIMSX | 17% | 0.30% | Robert W. Baird & Co. Incorporated |
| 2 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 16% | 0.00% | Teachers Advisors, LLC |
| 3 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 15% | 0.15% | WisdomTree Asset Management, Inc. |
| 4 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX cheaper diff. adviser | 12% | 0.25% | Fidelity Management & Research Company LLC |
| 5 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 12% | 0.21% | Fidelity Management & Research Company LLC |
| 6 | Baird Core Plus Bond Fund · BCOIX, BCOSX | 12% | 0.30% | Robert W. Baird & Co. Incorporated |
| 7 | Baird Aggregate Bond Fund · BAGIX, BAGSX | 11% | 0.30% | Robert W. Baird & Co. Incorporated |
| 8 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 11% | 0.07% | BlackRock Fund Advisors |
| 9 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 10% | 0.04% | SSGA Funds Management, Inc. |
| 10 | Short Duration Bond Fund · JSNRX, JSNAX, JSNCX, JSNIX cheaper diff. adviser | 10% | 0.26% | John Hancock Investment Management LLC |
| 11 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX diff. adviser | 10% | 0.39% | Aristotle Investment Services, LLC |
| 12 | Virtus Seix Total Return Bond Fund · CBPSX, SAMFX, SAMZX diff. adviser | 9% | 0.31% | Virtus Investment Advisers, LLC |
| 13 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO cheaper diff. adviser | 9% | 0.15% | Fm Investments LLC |
| 14 | SDIT Short Duration Government Fund · TCSGX, SDGFX diff. adviser | 9% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | State Street Short Duration IG Public & Private Credit ETF · PRSD diff. adviser | 9% | 0.45% | SSGA Funds Management, Inc. |
| 16 | Catholic Responsible Investments Short Duration Bond Fund · CRDSX diff. adviser | 8% | 0.35% | Christian Brothers Investment Services, Inc. |
| 17 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 8% | 0.14% | The Vanguard Group, Inc. |
| 18 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 8% | 0.36% | Lincoln Financial Investments Corporation |
| 19 | NVIT Loomis Short Term Bond Fund diff. adviser | 8% | 0.40% | Nationwide Fund Advisors |
| 20 | Short Duration Bond Fund · RFBSX, RSBCX, RSBTX, RSBYX, RDBRX, RSDTX diff. adviser | 8% | 0.44% | Russell Investment Management, LLC |
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