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 GLOBAL RISK ALLOCATION FUND, INC. · CABNX, CBACX, CBSYX, CABIX | 19% | 1.19% | AllianceBernstein L.P. |
| 2 | AB Select US Long/Short Portfolio · ASYLX, ASLAX, ASCLX, ASILX | 19% | 1.61% | AllianceBernstein L.P. |
| 3 | Overlay A Portfolio · SAOOX, SAOTX | 18% | 1.09% | AllianceBernstein L.P. |
| 4 | AB All Market Real Return Portfolio · AMTAX, ACMTX, AMTYX, AMTOX, AMTZX | 16% | 0.84% | AllianceBernstein L.P. |
| 5 | AB Global Risk Allocation-Moderate Portfolio | 16% | 0.53% | AllianceBernstein L.P. |
| 6 | Overlay B Portfolio · SBOOX, SBOTX | 10% | 0.81% | AllianceBernstein L.P. |
| 7 | AB Corporate Income Shares · ACISX | 10% | 0.00% | AllianceBernstein L.P. |
| 8 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB | 9% | 0.08% | — |
| 9 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 9% | 0.36% | Lincoln Financial Investments Corporation |
| 10 | Tax-Aware Overlay B Portfolio · SBTOX, SBTTX | 8% | 0.77% | AllianceBernstein L.P. |
| 11 | AB Short Duration Income ETF | 8% | 0.30% | AllianceBernstein L.P. |
| 12 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB diff. adviser | 8% | 0.04% | SSGA Funds Management, Inc. |
| 13 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 8% | 0.19% | BondBloxx Investment Management Corporation |
| 14 | iShares iBonds Dec 2028 Term Corporate ETF · IBDT diff. adviser | 8% | 0.10% | BlackRock Fund Advisors |
| 15 | Invesco BulletShares 2028 Corporate Bond ETF · BSCS diff. adviser | 8% | 0.10% | Invesco Capital Management LLC |
| 16 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB diff. adviser | 7% | 0.12% | BlackRock Fund Advisors |
| 17 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 18 | AB Sustainable Thematic Credit Portfolio · STHYX, STHAX | 7% | 0.60% | AllianceBernstein L.P. |
| 19 | AB Corporate Bond ETF · EYEG | 7% | 0.30% | AllianceBernstein L.P. |
| 20 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD diff. adviser | 7% | 0.06% | BlackRock Fund Advisors |
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