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 | SPDR SSGA IG Public & Private Credit ETF · PRIV | 15% | 0.55% | SSGA Funds Management, Inc. |
| 2 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX diff. adviser | 15% | 0.58% | Hartford Funds Management Company, LLC |
| 3 | Hartford Dynamic Bond ETF · DYNB | 13% | 0.60% | — |
| 4 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper | 11% | 0.04% | SSGA Funds Management, Inc. |
| 5 | State Street(R) Ultra Short Term Bond ETF · ULST cheaper | 9% | 0.20% | SSGA Funds Management, Inc. |
| 6 | SPDR SSGA My2027 Corporate Bond ETF · MYCG cheaper | 9% | 0.15% | SSGA Funds Management, Inc. |
| 7 | LVIP SSGA Short-Term Bond Index Fund cheaper diff. adviser | 9% | 0.36% | Lincoln Financial Investments Corporation |
| 8 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 9% | 0.30% | Robert W. Baird & Co. Incorporated |
| 9 | ELFUN INCOME FUND · EINFX cheaper | 8% | 0.36% | SSGA Funds Management, Inc. |
| 10 | State Street Income Fund · SSASX cheaper | 8% | 0.21% | SSGA Funds Management, Inc. |
| 11 | State Street Income V.I.S. Fund · SSIMX | 8% | 1.37% | SSGA Funds Management, Inc. |
| 12 | Columbia Corporate Bond ETF · CCRP cheaper | 8% | 0.35% | — |
| 13 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX cheaper diff. adviser | 8% | 0.25% | Fidelity Management & Research Company LLC |
| 14 | SA T. Rowe Price VCP Balanced Portfolio diff. adviser | 7% | 0.83% | SunAmerica Asset Management, LLC |
| 15 | Eaton Vance Tax-Advantaged Dividend Income Fund | 7% | — | — |
| 16 | Eaton Vance Tax-Advantaged Global Dividend Income Fund | 7% | — | — |
| 17 | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 7% | — | — |
| 18 | Apollo S3 Private Markets Fund | 7% | — | — |
| 19 | HarbourVest Private Investments Fund | 7% | — | — |
| 20 | North Haven Private Assets Fund | 7% | — | — |
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