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 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 68% | 0.24% | — |
| 2 | Eaton Vance Ultra-Short Income ETF · EVSB cheaper | 58% | 0.17% | — |
| 3 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX | 22% | 0.45% | Calvert Research and Management |
| 4 | Eaton Vance Short Duration Income ETF cheaper | 20% | 0.24% | — |
| 5 | Core Bond Portfolio diff. adviser | 15% | — | Boston Management and Research |
| 6 | Fidelity SAI Low Duration Bond Fund · FZOLX cheaper diff. adviser | 14% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 13% | 0.20% | Fidelity Management & Research Company LLC |
| 8 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX | 13% | 0.46% | Calvert Research and Management |
| 9 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 11% | 0.65% | Pacific Heights Asset Management, LLC |
| 10 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 10% | 0.32% | — |
| 11 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX | 10% | 0.61% | Calvert Research and Management |
| 12 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX | 10% | 0.46% | Calvert Research and Management |
| 13 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX | 9% | 0.57% | Calvert Research and Management |
| 14 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 9% | 0.15% | Robert W. Baird & Co. Incorporated |
| 15 | Thrivent Ultra Short Bond ETF · TUSB cheaper diff. adviser | 9% | 0.20% | Thrivent Asset Management, LLC |
| 16 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX cheaper diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper diff. adviser | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 18 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX | 7% | 0.60% | Calvert Research and Management |
| 19 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX diff. adviser | 7% | 0.43% | Boston Management and Research |
| 20 | RBC BlueBay Ultra-Short Fixed Income Fund · RUSIX, RULFX cheaper diff. adviser | 6% | 0.29% | RBC Global Asset Management (US) Inc. |
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