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 | Capital Group Short Duration Income ETF · CGSD | 13% | 0.25% | Capital Research and Management Company |
| 2 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX | 8% | 0.29% | Capital Research and Management Company |
| 3 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 8% | 0.15% | SSGA Funds Management, Inc. |
| 4 | Thrivent Ultra Short Bond ETF · TUSB diff. adviser | 7% | 0.20% | Thrivent Asset Management, LLC |
| 5 | Eaton Vance Ultra-Short Income ETF · EVSB cheaper | 6% | 0.17% | — |
| 6 | T. Rowe Price Ultra Short-Term Bond Fund · TRBUX, TRSTX, TRZWX cheaper diff. adviser | 6% | 0.00% | T. Rowe Price Associates, Inc. |
| 7 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 6% | 0.10% | Invesco Capital Management LLC |
| 8 | AB Ultra Short Income ETF · YEAR diff. adviser | 6% | 0.25% | AllianceBernstein L.P. |
| 9 | T. Rowe Price Ultra Short-Term Bond ETF · TBUX cheaper diff. adviser | 6% | 0.17% | T. Rowe Price Associates, Inc. |
| 10 | Capital Group Core Bond ETF · CGCB | 6% | 0.27% | Capital Research and Management Company |
| 11 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 12 | Intermediate Bond Fund of America · AIBAX, RBOAX, RBOBX, RBOCX, RBOEX, RBOFX, IBFCX, IBFFX, CBOAX, CBOCX, CBOEX, CBOFX, IBAFX, RBOGX, REBBX, RBOHX, IFBFX, TIIBX, TIBBX, FFOOX, FIFBX | 6% | 0.25% | Capital Research and Management Company |
| 13 | First Trust Enhanced Short Maturity ETF · FTSM diff. adviser | 6% | 0.29% | First Trust Advisors L.P. |
| 14 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX diff. adviser | 6% | 0.24% | Lord, Abbett & Co. LLC |
| 15 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 5% | 0.15% | Robert W. Baird & Co. Incorporated |
| 16 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | International Equity Plus Bond Alpha Portfolio diff. adviser | 5% | 0.46% | Pacific Life Fund Advisors LLC |
| 18 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 5% | 0.44% | Pacific Life Fund Advisors LLC |
| 19 | Fidelity Low Duration Bond ETF · FLDB diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 5% | 0.49% | ALPS Advisors, Inc. |
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