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 Treasury ETF · IBTH cheaper diff. adviser | 10% | 0.07% | BlackRock Fund Advisors |
| 2 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 8% | 0.65% | Pacific Heights Asset Management, LLC |
| 4 | PIMCO Short-Term Floating NAV Portfolio III diff. adviser | 8% | — | Pacific Investment Management Company LLC |
| 5 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 8% | 0.12% | Global X Management Company LLC |
| 6 | Defensive Market Strategies Fund · GDMYX, GDMZX diff. adviser | 7% | 0.64% | GuideStone Capital Management, LLC |
| 7 | Neuberger Berman Option Strategy ETF · NBOS cheaper diff. adviser | 7% | 0.57% | Neuberger Berman Investment Advisers LLC |
| 8 | MRP SynthEquity ETF · SNTH diff. adviser | 7% | 0.95% | Tidal Investments LLC |
| 9 | Curasset Capital Management Limited Term Income Fund · CMIVX, CMIAX, CMIFX, CMIIX cheaper diff. adviser | 7% | 0.44% | Curasset Capital Management, LLC |
| 10 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX cheaper diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 11 | Lord Abbett Short Duration Core Bond Fund · LDCAX, LDCCX, LDCFX, LSCOX, LSCIX, LDCRX, LSCSX, LSCUX, LDCVX cheaper diff. adviser | 7% | 0.31% | Lord, Abbett & Co. LLC |
| 12 | Federated Hermes SDG Engagement High Yield Credit Fund · FHHIX, FHHRX cheaper | 7% | 0.57% | — |
| 13 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 6% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 14 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX cheaper diff. adviser | 6% | 0.29% | Capital Research and Management Company |
| 15 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 5% | 0.03% | BondBloxx Investment Management Corporation |
| 16 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 17 | PGIM Short Duration Multi-Sector Bond Fund · SDMAX, SDMCX, SDMQX, SDMZX cheaper diff. adviser | 5% | 0.32% | PGIM INVESTMENTS LLC |
| 18 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 19 | Franklin U.S. Treasury Bond ETF · FLGV cheaper diff. adviser | 5% | 0.09% | Franklin Advisers, Inc. |
| 20 | PGIM Absolute Return Bond Fund · PADAX, PADCX, PADQX, PADZX diff. adviser | 5% | 0.63% | PGIM INVESTMENTS LLC |
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