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 2028 Term Corporate ETF · IBDT cheaper diff. adviser | 33% | 0.10% | BlackRock Fund Advisors |
| 2 | Invesco BulletShares 2028 Corporate Bond ETF · BSCS cheaper diff. adviser | 29% | 0.10% | Invesco Capital Management LLC |
| 3 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 26% | 0.08% | — |
| 4 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper | 18% | 0.04% | SSGA Funds Management, Inc. |
| 5 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 16% | 0.36% | Lincoln Financial Investments Corporation |
| 6 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO diff. adviser | 14% | 0.15% | Fm Investments LLC |
| 7 | PD 1-3 Year Corporate Bond Portfolio diff. adviser | 11% | 0.26% | Pacific Life Fund Advisors LLC |
| 8 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 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 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 11 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 12 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper diff. adviser | 8% | 0.06% | BlackRock Fund Advisors |
| 13 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB cheaper diff. adviser | 8% | 0.12% | BlackRock Fund Advisors |
| 14 | WisdomTree U.S. Short-Term Corporate Bond Fund · QSIG diff. adviser | 8% | 0.18% | WisdomTree Asset Management, Inc. |
| 15 | SPDR SSGA My2029 Corporate Bond ETF · MYCI | 8% | 0.15% | SSGA Funds Management, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB cheaper | 7% | 0.04% | SSGA Funds Management, Inc. |
| 17 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB cheaper diff. adviser | 7% | 0.04% | BlackRock Fund Advisors |
| 18 | Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF · GSIG cheaper diff. adviser | 7% | 0.08% | Goldman Sachs Asset Management, L.P. |
| 19 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 7% | 0.07% | The Vanguard Group, Inc. |
| 20 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 6% | 0.14% | The Vanguard Group, Inc. |
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