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 | DFA Short-Duration Real Return Portfolio | 24% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 2 | iShares iBonds Dec 2030 Term Corporate ETF · IBDV cheaper diff. adviser | 19% | 0.10% | BlackRock Fund Advisors |
| 3 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 17% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB cheaper diff. adviser | 17% | 0.04% | BlackRock Fund Advisors |
| 5 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 6 | VANGUARD TARGET MATURITY 2030 CORPORATE BOND ETF · VBCD cheaper | 16% | 0.08% | — |
| 7 | DFA Short-Term Extended Quality Portfolio | 16% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Invesco BulletShares 2030 Corporate Bond ETF · BSCU cheaper diff. adviser | 16% | 0.10% | Invesco Capital Management LLC |
| 9 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper diff. adviser | 15% | 0.06% | BlackRock Fund Advisors |
| 10 | DFA Selectively Hedged Global Fixed Income Portfolio | 14% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 11 | iShares iBonds Dec 2029 Term Corporate ETF · IBDU cheaper diff. adviser | 13% | 0.10% | BlackRock Fund Advisors |
| 12 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 12% | 0.19% | BondBloxx Investment Management Corporation |
| 13 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB cheaper diff. adviser | 12% | 0.12% | BlackRock Fund Advisors |
| 14 | Invesco BulletShares 2029 Corporate Bond ETF · BSCT cheaper diff. adviser | 11% | 0.10% | Invesco Capital Management LLC |
| 15 | VANGUARD TARGET MATURITY 2029 CORPORATE BOND ETF · VBCC cheaper | 11% | 0.08% | — |
| 16 | iShares U.S. Intermediate Credit Bond Index Fund cheaper diff. adviser | 10% | 0.12% | BlackRock Fund Advisors |
| 17 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB cheaper diff. adviser | 10% | 0.04% | SSGA Funds Management, Inc. |
| 18 | WisdomTree U.S. Short-Term Corporate Bond Fund · QSIG diff. adviser | 9% | 0.18% | WisdomTree Asset Management, Inc. |
| 19 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 20 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 9% | 0.15% | SSGA Funds Management, Inc. |
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