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 | SIIT LIMITED DURATION BOND FUND · SLDBX cheaper diff. adviser | 17% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | Strategic Bond Fund · RIFDX | 11% | 0.65% | Russell Investment Management, LLC |
| 3 | Strategic Bond Fund · RFCYX, RFDAX, RFCCX, RFCTX, RSBRX, RSYTX cheaper | 11% | 0.42% | Russell Investment Management, LLC |
| 4 | LVIP SSGA Short-Term Bond Index Fund cheaper diff. adviser | 11% | 0.36% | Lincoln Financial Investments Corporation |
| 5 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 11% | 0.04% | SSGA Funds Management, Inc. |
| 6 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO cheaper diff. adviser | 10% | 0.15% | Fm Investments LLC |
| 7 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX cheaper diff. adviser | 10% | 0.20% | Mercer Investments LLC |
| 8 | Investment Grade Bond Fund · RFAYX, RFACX, RFATX, RFAAX, RIGRX, RIWTX cheaper | 9% | 0.35% | Russell Investment Management, LLC |
| 9 | PD 1-3 Year Corporate Bond Portfolio cheaper diff. adviser | 9% | 0.26% | Pacific Life Fund Advisors LLC |
| 10 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 9% | 0.08% | — |
| 11 | Opportunistic Credit Fund · RGCYX, RGCAX, RGCCX, RGCSX, RGCRX, RGOTX | 8% | 0.62% | Russell Investment Management, LLC |
| 12 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF cheaper diff. adviser | 8% | 0.19% | BondBloxx Investment Management Corporation |
| 13 | BATS: Short Duration Taxable Total Return Series · BRASX cheaper diff. adviser | 8% | 0.12% | BlackRock Advisors, LLC |
| 14 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 8% | 0.30% | Robert W. Baird & Co. Incorporated |
| 15 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 7% | 0.14% | The Vanguard Group, Inc. |
| 16 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 7% | 0.45% | Thrivent Financial for Lutherans |
| 17 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX cheaper diff. adviser | 7% | 0.39% | Aristotle Investment Services, LLC |
| 18 | VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND · VISTX cheaper diff. adviser | 7% | 0.02% | The Vanguard Group, Inc. |
| 19 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | VOYA LIMITED MATURITY BOND PORTFOLIO · IMBAX, ILBPX, ILMBX cheaper diff. adviser | 6% | 0.29% | Voya Investments, LLC |
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