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 | Lord Abbett Short Duration Income Fund · LLDYX, LALDX, LDLAX, LDLFX, LDLQX, LDLRX, LDLKX, LDLTX, LDLVX, LOLDX | 30% | 0.32% | Lord, Abbett & Co. LLC |
| 2 | Short Duration Income Portfolio | 29% | 0.84% | Lord, Abbett & Co. LLC |
| 3 | JNL/Lord Abbett Short Duration Income Fund diff. adviser | 29% | 0.50% | Jackson National Asset Management, LLC |
| 4 | Lord Abbett Inflation Focused Fund · LIFAX, LIFCX, LIFFX, LIFIX, LIFQX, LIFRX, LIFKX, LIFTX, LIFVX, LIFOX | 28% | 0.44% | Lord, Abbett & Co. LLC |
| 5 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 12% | 0.00% | Teachers Advisors, LLC |
| 6 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 11% | 0.07% | BlackRock Fund Advisors |
| 7 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX cheaper | 11% | 0.24% | Lord, Abbett & Co. LLC |
| 8 | Neuberger Berman Option Strategy ETF · NBOS diff. adviser | 9% | 0.57% | Neuberger Berman Investment Advisers LLC |
| 9 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 10 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 8% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX cheaper diff. adviser | 8% | 0.25% | Fidelity Management & Research Company LLC |
| 12 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 8% | 0.03% | The Vanguard Group, Inc. |
| 13 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 8% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 14 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | Guardian U.S. Government/Credit VIP Fund diff. adviser | 8% | 0.74% | Park Avenue Institutional Advisers LLC |
| 16 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | Lord Abbett Core Plus Bond Fund · LAPLX, LAPCX, LPLFX, LAPIX, LAPQX, LAPUX, LAPVX, LAPWX, LOPLX | 7% | 0.36% | Lord, Abbett & Co. LLC |
| 18 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 19 | Lord Abbett Core Fixed Income Fund · LCRAX, LCRCX, LCRYX, LCRFX, LCRQX, LCRRX, LCRSX, LCRTX, LCRVX, LCROX cheaper | 7% | 0.29% | Lord, Abbett & Co. LLC |
| 20 | Payden U.S. Government Fund · PYUSX diff. adviser | 7% | 0.60% | Payden & Rygel |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.