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 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN diff. adviser | 75% | 0.15% | SSGA Funds Management, Inc. |
| 2 | Fidelity Low Duration Bond Factor ETF · FLDR diff. adviser | 47% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 45% | 0.14% | Van Eck Associates Corporation |
| 4 | Putnam Ultra Short Duration Income Fund diff. adviser | 23% | 0.29% | Franklin Advisers, Inc. |
| 5 | DFA Short-Term Extended Quality Portfolio diff. adviser | 22% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Putnam ESG Ultra Short ETF diff. adviser | 22% | 0.25% | Franklin Advisers, Inc. |
| 7 | Franklin Ultra Short Bond ETF · FLUD diff. adviser | 20% | 0.15% | Franklin Advisers, Inc. |
| 8 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX diff. adviser | 20% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 9 | DFA Short-Duration Real Return Portfolio diff. adviser | 18% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Dimensional Ultrashort Fixed Income ETF · DUSB diff. adviser | 17% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Invesco Variable Rate Investment Grade ETF · VRIG diff. adviser | 17% | 0.30% | Invesco Capital Management LLC |
| 12 | Victory Pioneer Multi-Asset Ultrashort Income Fund · MYFRX, MAFRX, MAUCX, MAUKX diff. adviser | 17% | 0.35% | Victory Capital Management Inc. |
| 13 | DFA Selectively Hedged Global Fixed Income Portfolio diff. adviser | 16% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Putnam Ultra Short MAC Series cheaper diff. adviser | 15% | 0.00% | Franklin Advisers, Inc. |
| 15 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 15% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | DFA Commodity Strategy Portfolio diff. adviser | 13% | 0.32% | DIMENSIONAL FUND ADVISORS LP |
| 17 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 12% | 0.36% | Pacific Investment Management Company LLC |
| 18 | Invesco Ultra Short Duration ETF · GSY diff. adviser | 12% | 0.22% | Invesco Capital Management LLC |
| 19 | SA Global Fixed Income Fund diff. adviser | 12% | 0.51% | Focus Partners Advisor Solutions, LLC |
| 20 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX diff. adviser | 12% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
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