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 | LVIP SSGA Short-Term Bond Index Fund diff. adviser | 60% | 0.36% | Lincoln Financial Investments Corporation |
| 2 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 46% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 41% | 0.03% | The Vanguard Group, Inc. |
| 4 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB | 39% | 0.08% | — |
| 5 | PD 1-3 Year Corporate Bond Portfolio diff. adviser | 38% | 0.26% | Pacific Life Fund Advisors LLC |
| 6 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD diff. adviser | 37% | 0.06% | BlackRock Fund Advisors |
| 7 | iShares iBonds Dec 2028 Term Corporate ETF · IBDT diff. adviser | 35% | 0.10% | BlackRock Fund Advisors |
| 8 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB diff. adviser | 32% | 0.04% | BlackRock Fund Advisors |
| 9 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB | 32% | 0.04% | SSGA Funds Management, Inc. |
| 10 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 30% | 0.19% | BondBloxx Investment Management Corporation |
| 11 | Invesco BulletShares 2028 Corporate Bond ETF · BSCS diff. adviser | 27% | 0.10% | Invesco Capital Management LLC |
| 12 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB diff. adviser | 26% | 0.12% | BlackRock Fund Advisors |
| 13 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO diff. adviser | 26% | 0.14% | The Vanguard Group, Inc. |
| 14 | VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF · VBCA | 25% | 0.08% | — |
| 15 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX diff. adviser | 24% | 0.07% | The Vanguard Group, Inc. |
| 16 | State Street(R) SPDR Portfolio Corporate Bond ETF · SPBO cheaper | 22% | 0.03% | SSGA Funds Management, Inc. |
| 17 | iShares U.S. Intermediate Credit Bond Index Fund diff. adviser | 21% | 0.12% | BlackRock Fund Advisors |
| 18 | VANGUARD ULTRA-SHORT BOND ETF · VUSB diff. adviser | 21% | 0.10% | The Vanguard Group, Inc. |
| 19 | iShares iBonds Dec 2027 Term Corporate ETF · IBDS diff. adviser | 21% | 0.10% | BlackRock Fund Advisors |
| 20 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 20% | 0.00% | Teachers Advisors, LLC |
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