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 | Baird Short-Term Bond Fund · BSBIX, BSBSX diff. adviser | 10% | 0.30% | Robert W. Baird & Co. Incorporated |
| 2 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 8% | 0.45% | Thrivent Financial for Lutherans |
| 3 | THRIVENT SHORT-TERM BOND FUND · LBLAX, THLIX diff. adviser | 7% | 0.44% | Thrivent Asset Management, LLC |
| 4 | John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio · JMADX cheaper | 7% | 0.00% | John Hancock Investment Management LLC |
| 5 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX | 7% | 0.37% | — |
| 6 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 7% | 0.04% | SSGA Funds Management, Inc. |
| 7 | Guardian U.S. Government/Credit VIP Fund diff. adviser | 7% | 0.74% | Park Avenue Institutional Advisers LLC |
| 8 | PD 1-3 Year Corporate Bond Portfolio diff. adviser | 7% | 0.26% | Pacific Life Fund Advisors LLC |
| 9 | John Hancock Income Securities Trust | 7% | — | — |
| 10 | Janus Henderson Short Duration Income ETF · VNLA cheaper diff. adviser | 7% | 0.23% | Janus Henderson Investors US LLC |
| 11 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF cheaper diff. adviser | 6% | 0.19% | BondBloxx Investment Management Corporation |
| 12 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX diff. adviser | 6% | 0.40% | Invesco Advisers, Inc. |
| 13 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 6% | 0.20% | DBX Advisors LLC |
| 14 | JNL/Lord Abbett Short Duration Income Fund diff. adviser | 6% | 0.50% | Jackson National Asset Management, LLC |
| 15 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper diff. adviser | 6% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO cheaper diff. adviser | 6% | 0.15% | Fm Investments LLC |
| 17 | Lord Abbett Short Duration Income Fund · LLDYX, LALDX, LDLAX, LDLFX, LDLQX, LDLRX, LDLKX, LDLTX, LDLVX, LOLDX diff. adviser | 6% | 0.32% | Lord, Abbett & Co. LLC |
| 18 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX | 6% | 0.35% | John Hancock Investment Management LLC |
| 19 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 6% | 0.08% | — |
| 20 | BNY Mellon Short Term Income Fund · DSTIX, BYSYX, BYSIX, BYSAX diff. adviser | 6% | 0.40% | BNY Mellon Investment Adviser, Inc. |
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