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 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper | 44% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | Short-Term Bond Portfolio diff. adviser | 36% | 0.40% | Mason Street Advisors, LLC |
| 3 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX | 34% | 0.50% | T. Rowe Price Associates, Inc. |
| 4 | JNL/T. Rowe Price Short-Term Bond Fund diff. adviser | 34% | 0.42% | Jackson National Asset Management, LLC |
| 5 | Short Duration Bond Portfolio diff. adviser | 31% | 0.44% | Pacific Life Fund Advisors LLC |
| 6 | 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 diff. adviser | 17% | 0.29% | Capital Research and Management Company |
| 7 | T. Rowe Price Ultra Short-Term Bond Fund · TRBUX, TRSTX, TRZWX cheaper | 17% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | T. Rowe Price Ultra Short-Term Bond ETF · TBUX cheaper | 15% | 0.17% | T. Rowe Price Associates, Inc. |
| 9 | Nomura VIP Limited-Term Bond Series diff. adviser | 15% | 0.79% | Macquarie Investment Management Business Trust |
| 10 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 13% | 0.20% | Strategic Advisers LLC |
| 11 | NYLI VP Bond Portfolio diff. adviser | 12% | 0.54% | New York Life Investment Management LLC |
| 12 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 12% | 0.05% | WisdomTree Digital Management, Inc. |
| 13 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | Guardian Short Duration Bond VIP Fund diff. adviser | 11% | 0.45% | Park Avenue Institutional Advisers LLC |
| 16 | Nomura VIP Limited Duration Bond Series diff. adviser | 11% | 0.54% | Macquarie Investment Management Business Trust |
| 17 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 10% | 0.15% | WisdomTree Asset Management, Inc. |
| 18 | NYLI VP Balanced Portfolio diff. adviser | 10% | 0.71% | New York Life Investment Management LLC |
| 19 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | US Treasury 2 Year Note ETF · UTWO cheaper diff. adviser | 10% | 0.15% | Fm Investments LLC |
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