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 | 59% | 0.24% | — |
| 2 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX | 58% | 0.43% | Calvert Research and Management |
| 3 | Eaton Vance Short Duration Income ETF | 21% | 0.24% | — |
| 4 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX | 18% | 0.45% | Calvert Research and Management |
| 5 | Core Bond Portfolio | 13% | — | Boston Management and Research |
| 6 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX | 11% | 0.46% | Calvert Research and Management |
| 7 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper | 11% | 0.15% | Robert W. Baird & Co. Incorporated |
| 8 | Eaton Vance Total Return Bond ETF · EVTR | 10% | 0.32% | — |
| 9 | Altaba Inc. | 8% | — | — |
| 10 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper | 8% | 0.15% | SSGA Funds Management, Inc. |
| 11 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX | 8% | 0.46% | Calvert Research and Management |
| 12 | Fidelity Low Duration Bond ETF · FLDB | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 13 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX | 7% | 0.61% | Calvert Research and Management |
| 14 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 15 | PIMCO Enhanced Low Duration Active Exchange-Traded Fund · LDUR | 7% | 0.54% | Pacific Investment Management Company LLC |
| 16 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX | 7% | 0.57% | Calvert Research and Management |
| 18 | Capital Group Ultra Short Income ETF · CGUI | 6% | 0.18% | Capital Research and Management Company |
| 19 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX | 6% | 0.60% | Calvert Research and Management |
| 20 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX | 6% | 0.35% | Thornburg Investment Management, Inc. |
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