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 | Nomura VIP Limited Duration Bond Series | 7% | 0.54% | Macquarie Investment Management Business Trust |
| 2 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX cheaper | 5% | 0.30% | Macquarie Investment Management Business Trust |
| 3 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 4% | 0.24% | — |
| 4 | Federated Hermes Conservative Microshort Fund · FHCOX, FHCBX cheaper | 4% | 0.25% | — |
| 5 | LVIP JPMorgan Short Duration Bond Fund diff. adviser | 3% | 0.47% | Lincoln Financial Investments Corporation |
| 6 | Goldman Sachs Ultra Short Bond ETF · GSST cheaper diff. adviser | 3% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 7 | SDIT Ultra Short Duration Bond Fund · SECPX, SECYX cheaper diff. adviser | 3% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Aristotle Ultra Short Income Fund · PLUAX, PLUDX, PLUIX, PLUHX cheaper diff. adviser | 3% | 0.32% | Aristotle Investment Services, LLC |
| 9 | Nomura VIP Limited-Term Bond Series | 3% | 0.79% | Macquarie Investment Management Business Trust |
| 10 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX diff. adviser | 3% | 0.43% | Calvert Research and Management |
| 11 | SIIT ULTRA SHORT DURATION BOND FUND · SUSAX cheaper diff. adviser | 3% | 0.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | Catholic Responsible Investments Ultra Short Bond Fund · CRHSX cheaper diff. adviser | 2% | 0.35% | Christian Brothers Investment Services, Inc. |
| 13 | Fidelity SAI Low Duration Bond Fund · FZOLX cheaper diff. adviser | 2% | 0.20% | Fidelity Management & Research Company LLC |
| 14 | Sterling Capital Ultra Short Bond Fund · BUSRX, BUSIX diff. adviser | 2% | 0.44% | Sterling Capital Management LLC |
| 15 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 2% | 0.09% | The Vanguard Group, Inc. |
| 16 | First Trust Enhanced Short Maturity ETF · FTSM cheaper diff. adviser | 2% | 0.29% | First Trust Advisors L.P. |
| 17 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 2% | 0.15% | Robert W. Baird & Co. Incorporated |
| 18 | EQ/PIMCO Ultra Short Bond Portfolio diff. adviser | 2% | 0.56% | Equitable Investment Management Group, LLC |
| 19 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT cheaper diff. adviser | 2% | 0.36% | Pacific Investment Management Company LLC |
| 20 | Bramshill Income Performance Fund · BRMSX diff. adviser | 2% | 1.19% | Bramshill Investments, LLC |
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