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 | VictoryShares Short-Term Bond ETF · USTB | 62% | 0.34% | Victory Capital Management Inc. |
| 2 | Victory Ultra Short-Term Bond Fund · UUSTX, UUSIX, URUSX, USBAX cheaper | 17% | 0.30% | Victory Capital Management Inc. |
| 3 | Victory Low Duration Bond Fund · RLDAX, RLDCX, RSDYX | 14% | 0.62% | Victory Capital Management Inc. |
| 4 | Victory Core Plus Intermediate Bond Fund · USIBX, UIITX, URIBX, UITBX, UITCX | 13% | 0.41% | Victory Capital Management Inc. |
| 5 | Victory Income Fund · USAIX, UIINX, URIFX, UINCX | 12% | 0.43% | Victory Capital Management Inc. |
| 6 | VictoryShares Core Intermediate Bond ETF · UITB | 10% | 0.38% | Victory Capital Management Inc. |
| 7 | VictoryShares Core Plus Intermediate Bond ETF · UBND | 8% | 0.40% | Victory Capital Management Inc. |
| 8 | Baird Intermediate Bond Fund · BIMIX, BIMSX cheaper diff. adviser | 6% | 0.30% | Robert W. Baird & Co. Incorporated |
| 9 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 6% | 0.07% | The Vanguard Group, Inc. |
| 10 | Lord Abbett Short Duration Income Fund · LLDYX, LALDX, LDLAX, LDLFX, LDLQX, LDLRX, LDLKX, LDLTX, LDLVX, LOLDX cheaper diff. adviser | 6% | 0.32% | Lord, Abbett & Co. LLC |
| 11 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 6% | 0.14% | The Vanguard Group, Inc. |
| 12 | JNL/Lord Abbett Short Duration Income Fund diff. adviser | 6% | 0.50% | Jackson National Asset Management, LLC |
| 13 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF cheaper diff. adviser | 6% | 0.19% | BondBloxx Investment Management Corporation |
| 14 | Federated Hermes Short-Term Income Fund · FTIAX, FSTYX, FSTIX, FSILX, FTIQX diff. adviser | 6% | 0.35% | Federated Advisory Services Company, Federated Investment Management Company |
| 15 | Short Duration Income Portfolio diff. adviser | 6% | 0.84% | Lord, Abbett & Co. LLC |
| 16 | PGIM Short-Term Corporate Bond Fund · PBSMX, PIFCX, PIFZX, JDTRX, PSTQX, PIFEX, PIFGX diff. adviser | 6% | 0.38% | PGIM INVESTMENTS LLC |
| 17 | Lord Abbett Inflation Focused Fund · LIFAX, LIFCX, LIFFX, LIFIX, LIFQX, LIFRX, LIFKX, LIFTX, LIFVX, LIFOX diff. adviser | 5% | 0.44% | Lord, Abbett & Co. LLC |
| 18 | VictoryShares Corporate Bond ETF · UCRD | 5% | 0.40% | Victory Capital Management Inc. |
| 19 | Short-Term Bond Portfolio diff. adviser | 5% | 0.40% | Mason Street Advisors, LLC |
| 20 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX diff. adviser | 5% | 0.50% | T. Rowe Price Associates, Inc. |
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