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 | Eaton Vance Short Duration Income ETF cheaper | 53% | 0.24% | — |
| 2 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX | 36% | 0.46% | Calvert Research and Management |
| 3 | Core Bond Portfolio diff. adviser | 35% | — | Boston Management and Research |
| 4 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX | 34% | 0.46% | Calvert Research and Management |
| 5 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX | 32% | 0.61% | Calvert Research and Management |
| 6 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 29% | 0.32% | — |
| 7 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX | 27% | 0.57% | Calvert Research and Management |
| 8 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX cheaper diff. adviser | 22% | 0.43% | Boston Management and Research |
| 9 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX cheaper | 22% | 0.43% | Calvert Research and Management |
| 10 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX | 19% | 0.60% | Calvert Research and Management |
| 11 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 19% | 0.24% | — |
| 12 | Eaton Vance Ultra-Short Income ETF · EVSB cheaper | 18% | 0.17% | — |
| 13 | Calvert VP SRI Balanced Portfolio | 17% | 0.64% | Calvert Research and Management |
| 14 | Eaton Vance Income Opportunities ETF · XAGG | 11% | 0.50% | — |
| 15 | Corporate Bond Portfolio · MIGAX, MPFDX, MGILX, MSBOX diff. adviser | 9% | 0.65% | Morgan Stanley Investment Management Inc. |
| 16 | Eaton Vance Mortgage Opportunities ETF · EVMO | 8% | 0.45% | — |
| 17 | Eaton Vance High Yield ETF · EVHY | 8% | 0.48% | — |
| 18 | DWS Short Duration Fund · PPIAX, PPLCX, DBPIX, PPILX, PPLZX cheaper diff. adviser | 7% | 0.38% | DWS Investment Management Americas, Inc. |
| 19 | Eaton Vance Ltd Duration Income Fund | 7% | — | — |
| 20 | Goldman Sachs Short Duration Government Fund · GSTGX, GSDSX, GSSDX, GSDCX, GTDTX, GSTUX, GMDPX diff. adviser | 7% | 0.48% | Goldman Sachs Asset Management, L.P. |
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