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 | STERLING CAPITAL ULTRA SHORT BOND ETF cheaper | 61% | 0.30% | — |
| 2 | Sterling Capital Short Duration Bond Fund · BBSGX, BSGAX, BBSCX, SHTRX | 16% | 0.44% | Sterling Capital Management LLC |
| 3 | STERLING CAPITAL SHORT DURATION BOND ETF cheaper | 13% | 0.33% | — |
| 4 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 5% | 0.15% | SSGA Funds Management, Inc. |
| 5 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX cheaper diff. adviser | 5% | 0.35% | Thornburg Investment Management, Inc. |
| 6 | Sterling Capital Quality Income Fund · SCSSX, SCSTX, SCSPX | 5% | 0.60% | Sterling Capital Management LLC |
| 7 | Sterling Capital Total Return Bond Fund · BIBTX, BICAX, BICCX, STRDX cheaper | 5% | 0.35% | Sterling Capital Management LLC |
| 8 | CrossingBridge Ultra-Short Duration Fund · CBUDX | 4% | 0.92% | — |
| 9 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF cheaper diff. adviser | 4% | 0.35% | BlackRock Fund Advisors |
| 10 | Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund · TSDOX, TSDAX, TSDCX, TSYYX, TSDIX, SSSGX cheaper | 4% | 0.35% | — |
| 11 | STERLING CAPITAL ENHANCED CORE BOND ETF · SCEC cheaper | 4% | 0.39% | Sterling Capital Management LLC |
| 12 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 4% | 0.15% | Robert W. Baird & Co. Incorporated |
| 13 | TCW AAA CLO ETF cheaper diff. adviser | 4% | 0.20% | TCW Investment Management Company LLC |
| 14 | Ultra-Short Term Fixed Income Fund · TSDUX diff. adviser | 3% | 0.53% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 15 | PGIM Ultra Short Bond ETF · PULS cheaper diff. adviser | 3% | 0.15% | PGIM INVESTMENTS LLC |
| 16 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX diff. adviser | 3% | 0.51% | Allspring Funds Management, LLC |
| 17 | Victory Ultra Short-Term Bond Fund · UUSTX, UUSIX, URUSX, USBAX cheaper diff. adviser | 3% | 0.30% | Victory Capital Management Inc. |
| 18 | Carillon Chartwell Short Duration High Yield Fund · CWFIX, CWFRX, CWFCX, CWFAX cheaper diff. adviser | 3% | 0.39% | Carillon Tower Advisers, Inc. |
| 19 | PIMCO Short-Term Portfolio · VPVSTDV, VPVSTIV, VPVSTAD diff. adviser | 2% | 0.47% | Pacific Investment Management Company LLC |
| 20 | Touchstone ETF Trust-Touchstone Ultra Short Income ETF · TUSI cheaper diff. adviser | 2% | 0.25% | Touchstone Advisors, Inc. |
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