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 | iShares iBonds Dec 2027 Term Corporate ETF · IBDS cheaper diff. adviser | 22% | 0.10% | BlackRock Fund Advisors |
| 2 | Invesco BulletShares 2027 Corporate Bond ETF · BSCR cheaper diff. adviser | 19% | 0.10% | Invesco Capital Management LLC |
| 3 | VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF · VBCA cheaper | 16% | 0.08% | — |
| 4 | State Street(R) Ultra Short Term Bond ETF · ULST | 11% | 0.20% | SSGA Funds Management, Inc. |
| 5 | State Street Short Duration IG Public & Private Credit ETF · PRSD | 9% | 0.45% | SSGA Funds Management, Inc. |
| 6 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper | 9% | 0.04% | SSGA Funds Management, Inc. |
| 7 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 9% | 0.36% | Lincoln Financial Investments Corporation |
| 8 | First Trust Enhanced Short Maturity ETF · FTSM diff. adviser | 7% | 0.29% | First Trust Advisors L.P. |
| 9 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 7% | 0.19% | BondBloxx Investment Management Corporation |
| 10 | PD 1-3 Year Corporate Bond Portfolio diff. adviser | 7% | 0.26% | Pacific Life Fund Advisors LLC |
| 11 | Six Circles Ultra Short Duration Fund · CUSDX diff. adviser | 7% | 0.20% | J.P. Morgan Private Investments Inc. |
| 12 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 6% | 0.10% | The Vanguard Group, Inc. |
| 13 | Bond Plus Portfolio diff. adviser | 6% | 0.44% | Pacific Life Fund Advisors LLC |
| 14 | International Equity Plus Bond Alpha Portfolio diff. adviser | 6% | 0.46% | Pacific Life Fund Advisors LLC |
| 15 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 6% | 0.46% | Pacific Life Fund Advisors LLC |
| 16 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 6% | 0.44% | Pacific Life Fund Advisors LLC |
| 17 | SPDR SSGA My2026 Corporate Bond ETF · MYCF | 6% | 0.15% | SSGA Funds Management, Inc. |
| 18 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO diff. adviser | 5% | 0.15% | Fm Investments LLC |
| 19 | Baird Ultra Short Bond Fund · BUBIX, BUBSX diff. adviser | 5% | 0.15% | Robert W. Baird & Co. Incorporated |
| 20 | Columbia Corporate Bond ETF · CCRP | 5% | 0.35% | — |
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