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 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 49% | 0.14% | Van Eck Associates Corporation |
| 2 | iShares Floating Rate Bond ETF · FLOT diff. adviser | 47% | 0.15% | BlackRock Fund Advisors |
| 3 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN diff. adviser | 47% | 0.15% | SSGA Funds Management, Inc. |
| 4 | Putnam Ultra Short Duration Income Fund diff. adviser | 23% | 0.29% | Franklin Advisers, Inc. |
| 5 | Putnam ESG Ultra Short ETF diff. adviser | 21% | 0.25% | Franklin Advisers, Inc. |
| 6 | Franklin Ultra Short Bond ETF · FLUD diff. adviser | 21% | 0.15% | Franklin Advisers, Inc. |
| 7 | Invesco Variable Rate Investment Grade ETF · VRIG diff. adviser | 18% | 0.30% | Invesco Capital Management LLC |
| 8 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX diff. adviser | 17% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 9 | Putnam Ultra Short MAC Series cheaper diff. adviser | 16% | 0.00% | Franklin Advisers, Inc. |
| 10 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 15% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | Victory Pioneer Multi-Asset Ultrashort Income Fund · MYFRX, MAFRX, MAUCX, MAUKX diff. adviser | 15% | 0.35% | Victory Capital Management Inc. |
| 12 | Dimensional Ultrashort Fixed Income ETF · DUSB diff. adviser | 15% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Invesco Ultra Short Duration ETF · GSY diff. adviser | 13% | 0.22% | Invesco Capital Management LLC |
| 14 | UBS Ultra Short Income Fund · USIAX, USIPX, USDIX diff. adviser | 13% | 0.23% | UBS Asset Management (Americas) LLC |
| 15 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX diff. adviser | 13% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper | 13% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper | 13% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 12% | 0.02% | The Vanguard Group, Inc. |
| 19 | iShares 7-10 Year Treasury Bond ETF · IEF diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 20 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
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