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 | Invesco BulletShares 2028 Corporate Bond ETF · BSCS diff. adviser | 70% | 0.10% | Invesco Capital Management LLC |
| 2 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 59% | 0.08% | — |
| 3 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 35% | 0.04% | SSGA Funds Management, Inc. |
| 4 | SPDR SSGA My2028 Corporate Bond ETF · MYCH diff. adviser | 33% | 0.15% | SSGA Funds Management, Inc. |
| 5 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 32% | 0.36% | Lincoln Financial Investments Corporation |
| 6 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO diff. adviser | 30% | 0.15% | Fm Investments LLC |
| 7 | PD 1-3 Year Corporate Bond Portfolio diff. adviser | 25% | 0.26% | Pacific Life Fund Advisors LLC |
| 8 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 23% | 0.19% | BondBloxx Investment Management Corporation |
| 9 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB | 20% | 0.12% | BlackRock Fund Advisors |
| 10 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper | 20% | 0.06% | BlackRock Fund Advisors |
| 11 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 19% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 18% | 0.03% | The Vanguard Group, Inc. |
| 13 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB cheaper | 17% | 0.04% | BlackRock Fund Advisors |
| 14 | WisdomTree U.S. Short-Term Corporate Bond Fund · QSIG diff. adviser | 14% | 0.18% | WisdomTree Asset Management, Inc. |
| 15 | iShares U.S. Intermediate Credit Bond Index Fund | 13% | 0.12% | BlackRock Fund Advisors |
| 16 | F/m 3-Year Investment Grade Corporate Bond ETF · ZTRE diff. adviser | 12% | 0.15% | Fm Investments LLC |
| 17 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 12% | 0.07% | The Vanguard Group, Inc. |
| 18 | VANGUARD ULTRA-SHORT BOND ETF · VUSB diff. adviser | 12% | 0.10% | The Vanguard Group, Inc. |
| 19 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO diff. adviser | 11% | 0.14% | The Vanguard Group, Inc. |
| 20 | iShares ESG Aware USD Corporate Bond ETF · SUSC | 11% | 0.18% | BlackRock Fund Advisors |
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