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 2026 Term Corporate ETF · IBDR diff. adviser | 66% | 0.10% | BlackRock Fund Advisors |
| 2 | SPDR SSGA My2026 Corporate Bond ETF · MYCF diff. adviser | 26% | 0.15% | SSGA Funds Management, Inc. |
| 3 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF diff. adviser | 24% | 0.35% | BlackRock Fund Advisors |
| 4 | KraneShares Sustainable Ultra Short Duration Index ETF · KCSH diff. adviser | 22% | 0.20% | Krane Funds Advisors, LLC |
| 5 | AB Ultra Short Income ETF · YEAR diff. adviser | 14% | 0.25% | AllianceBernstein L.P. |
| 6 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper diff. adviser | 12% | 0.06% | BlackRock Fund Advisors |
| 7 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 11% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 8 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 10% | 0.53% | SunAmerica Asset Management, LLC |
| 9 | Dimensional Ultrashort Fixed Income ETF · DUSB diff. adviser | 10% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 10 | UBS Ultra Short Income Fund · USIAX, USIPX, USDIX diff. adviser | 9% | 0.23% | UBS Asset Management (Americas) LLC |
| 11 | Pemberwick Fund diff. adviser | 9% | 0.49% | Pemberwick Investment Advisors, LLC |
| 12 | Fidelity Sustainable Low Duration Bond ETF · FSLD diff. adviser | 9% | 0.20% | Fidelity Management & Research Company LLC |
| 13 | Invesco Fundamental Investment Grade Corporate Bond ETF · PFIG | 8% | 0.22% | Invesco Capital Management LLC |
| 14 | Baird Ultra Short Bond Fund · BUBIX, BUBSX diff. adviser | 8% | 0.15% | Robert W. Baird & Co. Incorporated |
| 15 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 16 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 8% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | JPMorgan Ultra-Short Income ETF · JPST diff. adviser | 8% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 18 | Arrow Reserve Capital Management ETF · ARCM diff. adviser | 8% | 0.50% | Arrow Investment Advisors, LLC |
| 19 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | EQ/PIMCO Ultra Short Bond Portfolio diff. adviser | 8% | 0.56% | Equitable Investment Management Group, LLC |
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