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 | Federated Hermes Ultrashort Bond Fund · FULAX, FULIX, FULBX, FULLX | 8% | 0.36% | — |
| 2 | UBS Ultra Short Income Fund · USIAX, USIPX, USDIX cheaper | 7% | 0.23% | UBS Asset Management (Americas) LLC |
| 3 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX | 6% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | FlexShares Ultra-Short Income Fund · RAVI | 6% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | Goldman Sachs Ultra Short Bond ETF · GSST cheaper | 5% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 6 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX cheaper | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | Lincoln Hedged S&P 500 Fund | 5% | 0.70% | Lincoln Financial Investments Corporation |
| 8 | Lincoln Hedged S&P 500 Conservative Fund | 5% | 0.69% | Lincoln Financial Investments Corporation |
| 9 | Lincoln Opportunistic Hedged Equity Fund | 5% | 0.71% | Lincoln Financial Investments Corporation |
| 10 | VanEck IG Floating Rate ETF · FLTR cheaper | 5% | 0.14% | Van Eck Associates Corporation |
| 11 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper | 5% | 0.15% | SSGA Funds Management, Inc. |
| 12 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper | 5% | 0.15% | Fidelity Management & Research Company LLC |
| 13 | Fidelity SAI Low Duration Bond Fund · FZOLX cheaper | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 14 | Nuveen Ultra Short Income ETF · NUSB cheaper | 5% | 0.17% | Nuveen Fund Advisors, LLC |
| 15 | Invesco Conservative Income Fund · ICIFX, ICIVX, ICIRX, ICIYX | 5% | 0.27% | Invesco Advisers, Inc. |
| 16 | Putnam Ultra Short Duration Income Fund | 4% | 0.29% | Franklin Advisers, Inc. |
| 17 | RBC BlueBay Ultra-Short Fixed Income Fund · RUSIX, RULFX | 4% | 0.29% | RBC Global Asset Management (US) Inc. |
| 18 | iShares Floating Rate Bond ETF · FLOT cheaper | 4% | 0.15% | BlackRock Fund Advisors |
| 19 | Fidelity Low Duration Bond ETF · FLDB cheaper | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX cheaper | 4% | 0.24% | Lord, Abbett & Co. LLC |
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