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 | Intermediate Bond Fund of America · AIBAX, RBOAX, RBOBX, RBOCX, RBOEX, RBOFX, IBFCX, IBFFX, CBOAX, CBOCX, CBOEX, CBOFX, IBAFX, RBOGX, REBBX, RBOHX, IFBFX, TIIBX, TIBBX, FFOOX, FIFBX cheaper | 38% | 0.25% | Capital Research and Management Company |
| 2 | Capital Group Short Duration Income ETF · CGSD cheaper | 23% | 0.25% | Capital Research and Management Company |
| 3 | Bond Fund of America · ABNDX, RBFAX, RBFBX, RBFCX, RBFEX, RBFFX, BFACX, BFAFX, CFAAX, CFACX, CFAEX, CFAFX, ABNFX, RBFGX, RBEBX, RBFHX, BFFAX, TFBFX, TBFFX, FFBOX, FBOFX cheaper | 17% | 0.23% | Capital Research and Management Company |
| 4 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX diff. adviser | 17% | 0.29% | T. Rowe Price Associates, Inc. |
| 5 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 15% | 0.05% | WisdomTree Digital Management, Inc. |
| 6 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 15% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | NYLI VP Bond Portfolio diff. adviser | 15% | 0.54% | New York Life Investment Management LLC |
| 8 | Capital World Bond Fund · CWBFX, RCWAX, RCWBX, RCWCX, RCWEX, RCWFX, CWBCX, WBFFX, CCWAX, CCWCX, CCWEX, CCWFX, BFWFX, RCWGX, RCEBX, RCWHX, WFBFX, TWCBX, TWCWX, FCWBX, FWBCX | 14% | 0.48% | Capital Research and Management Company |
| 9 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 14% | 0.03% | SSGA Funds Management, Inc. |
| 10 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 14% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 11 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 14% | 0.03% | The Vanguard Group, Inc. |
| 12 | American Funds Strategic Bond Fund · CANAX, ANBFX, RANAX, RANBX, RANHX, RANCX, RANEX, RANFX, RANJX, RANGX, CANCX, CANEX, CANFX, ANBAX, ANBCX, ANBEX, ANBGX, TSFBX, TFSBX, FSBMX, FBSSX | 13% | 0.31% | Capital Research and Management Company |
| 13 | American Funds Core Plus Bond Fund · AFPSX, AFPBX, AFPRX, AFPPX, AFPOX, AFPNX, AFPMX, AFPLX, CPAFX, AFCFX, AFAEX, AFACX, AFCPX, AFPHX, AFPGX, AFPFX, AFPEX, AFPDX, AFPQX | 13% | — | — |
| 14 | Short-Term Bond Portfolio diff. adviser | 13% | 0.40% | Mason Street Advisors, LLC |
| 15 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 13% | 0.15% | BlackRock Fund Advisors |
| 16 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 13% | 0.12% | Global X Management Company LLC |
| 17 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper diff. adviser | 13% | 0.12% | WisdomTree Asset Management, Inc. |
| 18 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 13% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 12% | 0.07% | BlackRock Fund Advisors |
| 20 | NYLI VP Balanced Portfolio diff. adviser | 12% | 0.71% | New York Life Investment Management LLC |
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