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 Duration Income Fund · CULAX, CULIX, CULRX | 68% | 0.43% | Calvert Research and Management |
| 2 | Eaton Vance Ultra-Short Income ETF · EVSB cheaper | 59% | 0.17% | — |
| 3 | Eaton Vance Short Duration Income ETF | 19% | 0.24% | — |
| 4 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX | 19% | 0.45% | Calvert Research and Management |
| 5 | Core Bond Portfolio | 16% | — | Boston Management and Research |
| 6 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX | 13% | 0.46% | Calvert Research and Management |
| 7 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper | 12% | 0.15% | Robert W. Baird & Co. Incorporated |
| 8 | Eaton Vance Total Return Bond ETF · EVTR | 10% | 0.32% | — |
| 9 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX | 9% | 0.46% | Calvert Research and Management |
| 10 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX | 9% | 0.61% | Calvert Research and Management |
| 11 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper | 9% | 0.20% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Low Duration Bond ETF · FLDB cheaper | 9% | 0.20% | Fidelity Management & Research Company LLC |
| 13 | Thrivent Ultra Short Bond ETF · TUSB cheaper | 9% | 0.20% | Thrivent Asset Management, LLC |
| 14 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX cheaper | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 15 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX | 8% | 0.57% | Calvert Research and Management |
| 16 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper | 8% | 0.07% | BlackRock Fund Advisors |
| 17 | Fidelity SAI Low Duration Bond Fund · FZOLX cheaper | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 18 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper | 8% | 0.03% | BondBloxx Investment Management Corporation |
| 19 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX | 7% | 0.60% | Calvert Research and Management |
| 20 | GMO U.S. Treasury Fund · GUSTX cheaper | 7% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
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