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 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX | 85% | 0.20% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Low Duration Bond ETF · FLDB | 58% | 0.20% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Sustainable Low Duration Bond ETF · FSLD | 41% | 0.20% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Flex Conservative Income Bond Fund · FJTDX cheaper | 40% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX | 39% | 0.20% | Fidelity Management & Research Company LLC |
| 6 | Fidelity SAI Low Duration Bond Fund · FZOLX | 35% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | Bond Plus Portfolio diff. adviser | 19% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 18% | 0.44% | Pacific Life Fund Advisors LLC |
| 9 | QQQ Plus Bond Alpha Portfolio diff. adviser | 18% | 0.40% | Pacific Life Fund Advisors LLC |
| 10 | Small-Cap Plus Bond Alpha Portfolio diff. adviser | 18% | 0.49% | Pacific Life Fund Advisors LLC |
| 11 | International Equity Plus Bond Alpha Portfolio diff. adviser | 18% | 0.46% | Pacific Life Fund Advisors LLC |
| 12 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 17% | 0.46% | Pacific Life Fund Advisors LLC |
| 13 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 16% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 14 | SIIT ULTRA SHORT DURATION BOND FUND · SUSAX diff. adviser | 14% | 0.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 13% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 16 | Thrivent Ultra Short Bond ETF · TUSB diff. adviser | 13% | 0.20% | Thrivent Asset Management, LLC |
| 17 | HARTFORD ULTRASHORT BOND HLS FUND · HUBAX, HUBBX diff. adviser | 12% | 0.45% | Hartford Funds Management Company, LLC |
| 18 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 12% | 0.36% | Pacific Investment Management Company LLC |
| 19 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 11% | 0.15% | Robert W. Baird & Co. Incorporated |
| 20 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 11% | 0.12% | Goldman Sachs Asset Management, L.P. |
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