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 | US Treasury 3 Year Note ETF · UTRE cheaper diff. adviser | 26% | 0.15% | Fm Investments LLC |
| 2 | First Trust Enhanced Stocks, Bonds & Gold ETF · ESBG | 13% | 0.95% | — |
| 3 | Allspring Short Duration Government Bond Fund · WSGIX, MSDAX, MSDCX, MNSGX, MSDRX cheaper diff. adviser | 12% | 0.37% | Allspring Funds Management, LLC |
| 4 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX cheaper diff. adviser | 11% | 0.38% | Payden & Rygel |
| 5 | NYLI VP Bond Portfolio cheaper diff. adviser | 11% | 0.54% | New York Life Investment Management LLC |
| 6 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper diff. adviser | 11% | 0.12% | WisdomTree Asset Management, Inc. |
| 8 | Schwab Core Bond ETF · SCCR cheaper diff. adviser | 10% | 0.16% | Charles Schwab Investment Management, Inc. |
| 9 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX cheaper diff. adviser | 10% | 0.50% | T. Rowe Price Associates, Inc. |
| 10 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX cheaper diff. adviser | 10% | 0.29% | Capital Research and Management Company |
| 11 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 9% | 0.82% | Park Avenue Institutional Advisers LLC |
| 12 | NYLI VP Balanced Portfolio diff. adviser | 8% | 0.71% | New York Life Investment Management LLC |
| 13 | Loomis Sayles Fixed Income Fund · LSFIX cheaper diff. adviser | 8% | 0.62% | Loomis, Sayles & Company, L.P. |
| 14 | JNL/T. Rowe Price Short-Term Bond Fund cheaper diff. adviser | 8% | 0.42% | Jackson National Asset Management, LLC |
| 15 | Short-Term Bond Portfolio cheaper diff. adviser | 8% | 0.40% | Mason Street Advisors, LLC |
| 16 | AAMA INCOME FUND · AMFIX diff. adviser | 8% | 0.99% | Advanced Asset Management Advisors, Inc. |
| 17 | Allspring Short-Term Bond Plus Fund · SSTVX, SSHIX, WFSHX, SSTYX cheaper diff. adviser | 8% | 0.25% | Allspring Funds Management, LLC |
| 18 | Short Duration Bond Portfolio cheaper diff. adviser | 8% | 0.44% | Pacific Life Fund Advisors LLC |
| 19 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 8% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | Build Bond Innovation ETF · BFIX cheaper | 8% | 0.45% | — |
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