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 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX diff. adviser | 28% | 0.39% | Aristotle Investment Services, LLC |
| 2 | VOYA LIMITED MATURITY BOND PORTFOLIO · IMBAX, ILBPX, ILMBX diff. adviser | 26% | 0.29% | Voya Investments, LLC |
| 3 | Voya Short Duration Bond Fund · IASBX, ICSBX, IISBX, VSTRX, IWSBX, IGZAX cheaper diff. adviser | 21% | 0.00% | Voya Investments, LLC |
| 4 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 12% | 0.04% | SSGA Funds Management, Inc. |
| 5 | Nuveen Short Term Bond Fund · TCTRX, TISRX, TISIX, TSTPX, TCTHX, TCTWX cheaper diff. adviser | 11% | 0.00% | Teachers Advisors, LLC |
| 6 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 11% | 0.14% | The Vanguard Group, Inc. |
| 7 | Voya VACS Series CB Fund · VVCBX cheaper | 10% | 0.15% | — |
| 8 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 10% | 0.36% | Lincoln Financial Investments Corporation |
| 9 | Short Duration Bond Fund · RFBSX, RSBCX, RSBTX, RSBYX, RDBRX, RSDTX diff. adviser | 10% | 0.44% | Russell Investment Management, LLC |
| 10 | Short-Term Income Account diff. adviser | 10% | 0.41% | Principal Global Investors, LLC |
| 11 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper diff. adviser | 10% | 0.06% | BlackRock Fund Advisors |
| 12 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | Voya Ultra Short Income ETF | 10% | — | — |
| 14 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 9% | 0.07% | The Vanguard Group, Inc. |
| 15 | PD 1-3 Year Corporate Bond Portfolio diff. adviser | 9% | 0.26% | Pacific Life Fund Advisors LLC |
| 16 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 17 | International Equity Plus Bond Alpha Portfolio diff. adviser | 9% | 0.46% | Pacific Life Fund Advisors LLC |
| 18 | Short-Term Income Fund · SRHQX, STCCX, PSHIX, PSJIX, PSIOX, PSIQX diff. adviser | 9% | 0.39% | Principal Global Investors, LLC |
| 19 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX diff. adviser | 9% | 0.50% | T. Rowe Price Associates, Inc. |
| 20 | Short-Term Bond Portfolio diff. adviser | 9% | 0.40% | Mason Street Advisors, LLC |
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