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 | iShares Floating Rate Bond ETF · FLOT diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 2 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN diff. adviser | 17% | 0.15% | SSGA Funds Management, Inc. |
| 3 | Fidelity Low Duration Bond Factor ETF · FLDR diff. adviser | 15% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | Navigator Ultra Short Bond Fund · NUSAX, NUSIX diff. adviser | 13% | 0.41% | Clark Capital Management Group, Inc. |
| 5 | DFA Commodity Strategy Portfolio | 13% | 0.32% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX diff. adviser | 11% | 1.03% | Clark Capital Management Group, Inc. |
| 7 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX diff. adviser | 11% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 8 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 11% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | ENHANCED U.S. LARGE COMPANY PORTFOLIO · DFELX | 10% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Putnam Ultra Short Duration Income Fund diff. adviser | 10% | 0.29% | Franklin Advisers, Inc. |
| 11 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 10% | 0.14% | Van Eck Associates Corporation |
| 12 | DFA Short-Term Extended Quality Portfolio | 10% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 13 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 10% | 0.53% | SunAmerica Asset Management, LLC |
| 14 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 10% | 0.10% | Invesco Capital Management LLC |
| 15 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 9% | 0.36% | Pacific Investment Management Company LLC |
| 16 | Navigator Tactical U.S. Allocation Fund · NTAIX diff. adviser | 9% | 1.03% | Clark Capital Management Group, Inc. |
| 17 | iShares iBonds Dec 2026 Term Corporate ETF · IBDR cheaper diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 18 | Putnam ESG Ultra Short ETF diff. adviser | 9% | 0.25% | Franklin Advisers, Inc. |
| 19 | Franklin Ultra Short Bond ETF · FLUD diff. adviser | 9% | 0.15% | Franklin Advisers, Inc. |
| 20 | SPDR SSGA My2026 Corporate Bond ETF · MYCF diff. adviser | 9% | 0.15% | SSGA Funds Management, Inc. |
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