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 | NYLI Short Term Bond Fund · MIXIX, MIXNX, MIXAX, MIXMX diff. adviser | 13% | 0.40% | New York Life Investment Management LLC |
| 2 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 13% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | Short-Term Government Securities Fund · HOSGX diff. adviser | 12% | 0.75% | Homestead Advisers Corp. |
| 4 | Short-Term Bond Fund · HOSBX diff. adviser | 12% | 0.77% | Homestead Advisers Corp. |
| 5 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 12% | 0.15% | WisdomTree Asset Management, Inc. |
| 6 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX diff. adviser | 11% | 0.43% | Boston Management and Research |
| 7 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 10% | 0.07% | BlackRock Fund Advisors |
| 8 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 10% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | LifeX 2028 Income Bucket ETF cheaper diff. adviser | 10% | 0.25% | Stone Ridge Asset Management LLC |
| 10 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 10% | 0.00% | Teachers Advisors, LLC |
| 11 | Short Duration Fund · ACSKX, ACSPX, ACSNX, ACSUX, ACSQX, ASHHX, ASDDX, ASDOX cheaper diff. adviser | 9% | 0.01% | American Century Investment Management, Inc. |
| 12 | Fidelity Limited Term Bond ETF · FLTB cheaper diff. adviser | 8% | 0.25% | Fidelity Management & Research Company LLC |
| 13 | JPMorgan Short Duration Core Plus ETF · JSCP cheaper diff. adviser | 8% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 14 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 7% | 0.21% | Fidelity Management & Research Company LLC |
| 15 | VOYA U.S. BOND INDEX PORTFOLIO · ILUAX, ILBAX, ILABX, IUSBX cheaper diff. adviser | 7% | 0.15% | Voya Investments, LLC |
| 16 | JPMorgan Short Duration Bond Fund · HLLVX, OGLVX, OSTCX, JSDUX cheaper diff. adviser | 7% | 0.28% | J.P. Morgan Investment Management, Inc. |
| 17 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 7% | 0.24% | Empower Capital Management, LLC |
| 18 | Federated Hermes Total Return Government Bond Fund · FTRGX, FTGSX, FTGLX cheaper diff. adviser | 6% | 0.32% | Federated Advisory Services Company, Federated Investment Management Company |
| 19 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 6% | 0.03% | SSGA Funds Management, Inc. |
| 20 | 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 |
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