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 | iShares iBonds Dec 2028 Term Corporate ETF · IBDT | 59% | 0.10% | BlackRock Fund Advisors |
| 2 | Invesco BulletShares 2028 Corporate Bond ETF · BSCS | 55% | 0.10% | Invesco Capital Management LLC |
| 3 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper | 39% | 0.04% | SSGA Funds Management, Inc. |
| 4 | LVIP SSGA Short-Term Bond Index Fund | 36% | 0.36% | Lincoln Financial Investments Corporation |
| 5 | PD 1-3 Year Corporate Bond Portfolio | 30% | 0.26% | Pacific Life Fund Advisors LLC |
| 6 | SPDR SSGA My2028 Corporate Bond ETF · MYCH | 26% | 0.15% | SSGA Funds Management, Inc. |
| 7 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO | 24% | 0.15% | Fm Investments LLC |
| 8 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF | 22% | 0.19% | BondBloxx Investment Management Corporation |
| 9 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper | 21% | 0.03% | The Vanguard Group, Inc. |
| 10 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper | 20% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper | 18% | 0.06% | BlackRock Fund Advisors |
| 12 | WisdomTree U.S. Short-Term Corporate Bond Fund · QSIG | 17% | 0.18% | WisdomTree Asset Management, Inc. |
| 13 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB | 17% | 0.12% | BlackRock Fund Advisors |
| 14 | VANGUARD ULTRA-SHORT BOND ETF · VUSB | 16% | 0.10% | The Vanguard Group, Inc. |
| 15 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO | 15% | 0.14% | The Vanguard Group, Inc. |
| 16 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper | 15% | 0.07% | The Vanguard Group, Inc. |
| 17 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB cheaper | 15% | 0.04% | BlackRock Fund Advisors |
| 18 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper | 13% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF · GSIG | 11% | 0.08% | Goldman Sachs Asset Management, L.P. |
| 20 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB cheaper | 11% | 0.04% | SSGA Funds Management, Inc. |
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