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 | First Trust Intermediate Duration Investment Grade Corporate ETF · FIIG | 18% | 0.49% | First Trust Advisors L.P. |
| 2 | First Trust Enhanced Short Maturity ETF · FTSM cheaper | 10% | 0.29% | First Trust Advisors L.P. |
| 3 | First Trust Core Investment Grade ETF · FTCB | 9% | 0.56% | First Trust Advisors L.P. |
| 4 | First Trust/Dow Jones Dividend & Income Allocation Portfolio | 8% | 0.95% | First Trust Advisors L.P. |
| 5 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 8% | 0.14% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 7% | 0.07% | The Vanguard Group, Inc. |
| 7 | First Trust High Yield Opportunities 2027 Term Fund | 7% | — | — |
| 8 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 9 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 7% | 0.08% | — |
| 10 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 7% | 0.04% | SSGA Funds Management, Inc. |
| 11 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 6% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 6% | 0.20% | DBX Advisors LLC |
| 13 | Invesco Short Duration Total Return Bond ETF · GTOS cheaper diff. adviser | 6% | 0.30% | Invesco Capital Management LLC |
| 14 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 6% | 0.45% | Thrivent Financial for Lutherans |
| 15 | First Trust Tactical High Yield ETF · HYLS | 6% | 0.69% | First Trust Advisors L.P. |
| 16 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 6% | 0.49% | ALPS Advisors, Inc. |
| 17 | Federated Hermes Intermediate Corporate Bond Fund · FIIFX, INISX, ICBRX diff. adviser | 6% | 0.46% | Federated Advisory Services Company, Federated Investment Management Company |
| 18 | PGIM Short-Term Corporate Bond Fund · PBSMX, PIFCX, PIFZX, JDTRX, PSTQX, PIFEX, PIFGX cheaper diff. adviser | 6% | 0.38% | PGIM INVESTMENTS LLC |
| 19 | JNL/Lord Abbett Short Duration Income Fund diff. adviser | 6% | 0.50% | Jackson National Asset Management, LLC |
| 20 | Capital Group Short Duration Income ETF · CGSD cheaper diff. adviser | 6% | 0.25% | Capital Research and Management Company |
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