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 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 82% | 0.45% | Thrivent Financial for Lutherans |
| 2 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 13% | 0.07% | The Vanguard Group, Inc. |
| 3 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 11% | 0.14% | The Vanguard Group, Inc. |
| 4 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 11% | 0.04% | SSGA Funds Management, Inc. |
| 5 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper diff. adviser | 10% | 0.00% | T. Rowe Price Associates, Inc. |
| 6 | Short Duration Bond Portfolio diff. adviser | 10% | 0.44% | Pacific Life Fund Advisors LLC |
| 7 | JNL/T. Rowe Price Short-Term Bond Fund cheaper diff. adviser | 10% | 0.42% | Jackson National Asset Management, LLC |
| 8 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF cheaper diff. adviser | 10% | 0.19% | BondBloxx Investment Management Corporation |
| 9 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX diff. adviser | 10% | 0.50% | T. Rowe Price Associates, Inc. |
| 11 | Short-Term Bond Portfolio cheaper diff. adviser | 10% | 0.40% | Mason Street Advisors, LLC |
| 12 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 13 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper diff. adviser | 9% | 0.06% | BlackRock Fund Advisors |
| 14 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 9% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 15 | LVIP SSGA Short-Term Bond Index Fund cheaper diff. adviser | 9% | 0.36% | Lincoln Financial Investments Corporation |
| 16 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB cheaper diff. adviser | 9% | 0.04% | BlackRock Fund Advisors |
| 17 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 8% | 0.08% | — |
| 18 | Empower Short Duration Bond Fund · MXSDX, MXXJX cheaper diff. adviser | 8% | 0.24% | Empower Capital Management, LLC |
| 19 | Putnam Short Duration Bond Fund cheaper diff. adviser | 8% | 0.38% | Franklin Advisers, Inc. |
| 20 | THRIVENT MULTISECTOR BOND FUND · AAINX, IIINX | 8% | 0.68% | Thrivent Asset Management, LLC |
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