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 | STERLING CAPITAL SHORT DURATION BOND ETF cheaper | 69% | 0.33% | — |
| 2 | Sterling Capital Ultra Short Bond Fund · BUSRX, BUSIX | 16% | 0.44% | Sterling Capital Management LLC |
| 3 | STERLING CAPITAL ULTRA SHORT BOND ETF cheaper | 13% | 0.30% | — |
| 4 | Sterling Capital Quality Income Fund · SCSSX, SCSTX, SCSPX | 10% | 0.60% | Sterling Capital Management LLC |
| 5 | Sterling Capital Total Return Bond Fund · BIBTX, BICAX, BICCX, STRDX cheaper | 7% | 0.35% | Sterling Capital Management LLC |
| 6 | Transamerica Short-Term Bond · TSIWX, ITAAX, ITACX, TSTIX, TASTX, TAAQX, TAASX, TAAUX cheaper diff. adviser | 6% | 0.41% | Transamerica Asset Management, Inc. |
| 7 | STERLING CAPITAL ENHANCED CORE BOND ETF · SCEC cheaper | 5% | 0.39% | Sterling Capital Management LLC |
| 8 | Bond Plus Portfolio diff. adviser | 5% | 0.44% | Pacific Life Fund Advisors LLC |
| 9 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX cheaper diff. adviser | 5% | 0.40% | Invesco Advisers, Inc. |
| 10 | SPDR SSGA My2027 Corporate Bond ETF · MYCG cheaper diff. adviser | 5% | 0.15% | SSGA Funds Management, Inc. |
| 11 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX cheaper diff. adviser | 5% | 0.39% | Aristotle Investment Services, LLC |
| 12 | Janus Henderson Short Duration Income ETF · VNLA cheaper diff. adviser | 5% | 0.23% | Janus Henderson Investors US LLC |
| 13 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 4% | 0.08% | — |
| 14 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 4% | 0.30% | Robert W. Baird & Co. Incorporated |
| 15 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO cheaper diff. adviser | 4% | 0.15% | Fm Investments LLC |
| 16 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 4% | 0.46% | Pacific Life Fund Advisors LLC |
| 17 | Invesco BulletShares 2028 Corporate Bond ETF · BSCS cheaper diff. adviser | 4% | 0.10% | Invesco Capital Management LLC |
| 18 | International Equity Plus Bond Alpha Portfolio diff. adviser | 4% | 0.46% | Pacific Life Fund Advisors LLC |
| 19 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 4% | 0.44% | Pacific Life Fund Advisors LLC |
| 20 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX cheaper diff. adviser | 4% | 0.20% | Mercer Investments LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.