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 Treasury ETF · IBTG cheaper diff. adviser | 14% | 0.07% | BlackRock Fund Advisors |
| 2 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 14% | 0.03% | BondBloxx Investment Management Corporation |
| 3 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 13% | 0.12% | Global X Management Company LLC |
| 4 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 12% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 5 | Calvert Ultra-Short Investment Grade ETF · CVSB | 12% | 0.24% | — |
| 6 | SPDR SSGA My2026 Corporate Bond ETF · MYCF diff. adviser | 11% | 0.15% | SSGA Funds Management, Inc. |
| 7 | Curasset Capital Management Limited Term Income Fund · CMIVX, CMIAX, CMIFX, CMIIX diff. adviser | 11% | 0.44% | Curasset Capital Management, LLC |
| 8 | Eaton Vance Ultra-Short Income ETF · EVSB | 11% | 0.17% | — |
| 9 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 11% | 0.20% | Fidelity Management & Research Company LLC |
| 10 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 11% | 0.36% | Pacific Investment Management Company LLC |
| 11 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX diff. adviser | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Low Duration Bond ETF · FLDB diff. adviser | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 13 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 9% | 0.07% | The Vanguard Group, Inc. |
| 14 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 9% | 0.06% | DBX Advisors LLC |
| 15 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX diff. adviser | 9% | 0.43% | Calvert Research and Management |
| 16 | Franklin Short Duration U.S. Government ETF · FTSD diff. adviser | 8% | 0.25% | Franklin Advisers, Inc. |
| 17 | Build Bond Innovation ETF · BFIX | 8% | 0.45% | — |
| 18 | Parametric Commodity Strategy Fund · EIPCX, EAPCX diff. adviser | 8% | 0.67% | Eaton Vance Management |
| 19 | PIMCO Short Asset Portfolio diff. adviser | 8% | — | Pacific Investment Management Company LLC |
| 20 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 8% | 0.46% | Pacific Life Fund Advisors LLC |
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