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 | Transamerica Bond · IDITX, IFLLX, TFXIX, TAFLX, TAADX | 11% | 0.44% | Transamerica Asset Management, Inc. |
| 2 | Transamerica Aegon Bond VP | 10% | 0.53% | Transamerica Asset Management, Inc. |
| 3 | Transamerica UltraShort Bond · TUSFX, TUSHX, TUSDX, TUSBX cheaper | 9% | 0.30% | Transamerica Asset Management, Inc. |
| 4 | PD 1-3 Year Corporate Bond Portfolio cheaper diff. adviser | 9% | 0.26% | Pacific Life Fund Advisors LLC |
| 5 | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF · VBCB cheaper | 8% | 0.08% | — |
| 6 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 8% | 0.04% | SSGA Funds Management, Inc. |
| 7 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX cheaper diff. adviser | 8% | 0.25% | Fidelity Management & Research Company LLC |
| 8 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO cheaper diff. adviser | 8% | 0.15% | Fm Investments LLC |
| 9 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 8% | 0.21% | Fidelity Management & Research Company LLC |
| 10 | First Trust Enhanced Short Maturity ETF · FTSM cheaper diff. adviser | 7% | 0.29% | First Trust Advisors L.P. |
| 11 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 7% | 0.15% | Franklin Advisers, Inc. |
| 12 | LVIP SSGA Short-Term Bond Index Fund cheaper diff. adviser | 7% | 0.36% | Lincoln Financial Investments Corporation |
| 13 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 7% | 0.00% | Teachers Advisors, LLC |
| 14 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 7% | 0.14% | The Vanguard Group, Inc. |
| 15 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 17 | Transamerica Core Bond · TMBRX, TMBFX, TMBTX, TAGMX, TABGX, TABDX, TABEX | 7% | 0.43% | Transamerica Asset Management, Inc. |
| 18 | F/m 3-Year Investment Grade Corporate Bond ETF · ZTRE cheaper diff. adviser | 7% | 0.15% | Fm Investments LLC |
| 19 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 7% | 0.49% | ALPS Advisors, Inc. |
| 20 | VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF · VBCA cheaper | 7% | 0.08% | — |
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