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 | iShares Floating Rate Bond ETF · FLOT diff. adviser | 75% | 0.15% | BlackRock Fund Advisors |
| 2 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 49% | 0.14% | Van Eck Associates Corporation |
| 3 | Fidelity Low Duration Bond Factor ETF · FLDR diff. adviser | 47% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | Putnam Ultra Short Duration Income Fund diff. adviser | 24% | 0.29% | Franklin Advisers, Inc. |
| 5 | Franklin Ultra Short Bond ETF · FLUD diff. adviser | 23% | 0.15% | Franklin Advisers, Inc. |
| 6 | Putnam ESG Ultra Short ETF diff. adviser | 22% | 0.25% | Franklin Advisers, Inc. |
| 7 | DFA Short-Term Extended Quality Portfolio diff. adviser | 21% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 8 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX diff. adviser | 19% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 9 | Victory Pioneer Multi-Asset Ultrashort Income Fund · MYFRX, MAFRX, MAUCX, MAUKX diff. adviser | 18% | 0.35% | Victory Capital Management Inc. |
| 10 | Dimensional Ultrashort Fixed Income ETF · DUSB diff. adviser | 17% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 11 | DFA Short-Duration Real Return Portfolio diff. adviser | 16% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Putnam Ultra Short MAC Series cheaper diff. adviser | 16% | 0.00% | Franklin Advisers, Inc. |
| 13 | Invesco Variable Rate Investment Grade ETF · VRIG diff. adviser | 14% | 0.30% | Invesco Capital Management LLC |
| 14 | Invesco Ultra Short Duration ETF · GSY diff. adviser | 14% | 0.22% | Invesco Capital Management LLC |
| 15 | DFA Selectively Hedged Global Fixed Income Portfolio diff. adviser | 14% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 16 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 14% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 13% | 0.36% | Pacific Investment Management Company LLC |
| 18 | DFA TWO-YEAR FIXED INCOME PORTFOLIO · DFCFX diff. adviser | 13% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX diff. adviser | 13% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | Thrivent Ultra Short Bond ETF · TUSB diff. adviser | 13% | 0.20% | Thrivent Asset Management, LLC |
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