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 | BlackRock Low Duration Bond Portfolio diff. adviser | 37% | 0.35% | BlackRock Advisors, LLC |
| 2 | BATS: Short Duration Taxable Total Return Series · BRASX cheaper diff. adviser | 37% | 0.12% | BlackRock Advisors, LLC |
| 3 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper | 19% | 0.07% | BlackRock Fund Advisors |
| 4 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper | 15% | 0.06% | BlackRock Fund Advisors |
| 5 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB cheaper | 13% | 0.04% | BlackRock Fund Advisors |
| 6 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 12% | 0.07% | The Vanguard Group, Inc. |
| 7 | iShares Flexible Income Active ETF | 12% | 0.40% | BlackRock Fund Advisors |
| 8 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 11% | 0.03% | BondBloxx Investment Management Corporation |
| 9 | AZL Enhanced Bond Index Fund diff. adviser | 11% | 0.65% | Allianz Investment Management LLC |
| 10 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 11% | 0.14% | The Vanguard Group, Inc. |
| 11 | iShares U.S. Intermediate Credit Bond Index Fund cheaper | 11% | 0.12% | BlackRock Fund Advisors |
| 12 | iShares High Yield Active ETF | 11% | 0.45% | BlackRock Fund Advisors |
| 13 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB cheaper | 11% | 0.12% | BlackRock Fund Advisors |
| 14 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 15 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | iShares Systematic Bond ETF · SYSB | 10% | 0.25% | BlackRock Fund Advisors |
| 17 | BlackRock Managed Income Fund diff. adviser | 9% | 0.42% | BlackRock Advisors, LLC |
| 18 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 9% | 0.46% | Pacific Life Fund Advisors LLC |
| 19 | iShares BBB Rated Corporate Bond ETF · LQDB cheaper | 9% | 0.15% | BlackRock Fund Advisors |
| 20 | U.S. Total Bond Index Master Portfolio | 9% | — | BlackRock Fund Advisors |
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