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 Limited Term Bond ETF · FLTB | 62% | 0.25% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX | 34% | 0.25% | Fidelity Management & Research Company LLC |
| 3 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper | 32% | 0.21% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper | 32% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Intermediate Bond Fund · FTHRX | 29% | 0.45% | Fidelity Management & Research Company LLC |
| 6 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 17% | 0.46% | Pacific Life Fund Advisors LLC |
| 7 | Bond Plus Portfolio diff. adviser | 17% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | Small-Cap Plus Bond Alpha Portfolio diff. adviser | 17% | 0.49% | Pacific Life Fund Advisors LLC |
| 9 | QQQ Plus Bond Alpha Portfolio diff. adviser | 16% | 0.40% | Pacific Life Fund Advisors LLC |
| 10 | Fidelity Education Fund | 16% | — | Fidelity Management & Research Company LLC |
| 11 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 16% | 0.44% | Pacific Life Fund Advisors LLC |
| 12 | International Equity Plus Bond Alpha Portfolio diff. adviser | 15% | 0.46% | Pacific Life Fund Advisors LLC |
| 13 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 14% | 0.20% | Strategic Advisers LLC |
| 14 | Fidelity Short Duration High Income Fund · FSAHX, FSFHX, FSBHX, FSEHX, FSDHX, FIJWX | 13% | 0.66% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Tactical Bond ETF · FTBD | 11% | 0.55% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Series High Income Fund · FSHNX cheaper | 11% | 0.12% | Fidelity Management & Research Company LLC |
| 17 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 11% | 0.07% | The Vanguard Group, Inc. |
| 18 | BlackRock Low Duration Bond Portfolio diff. adviser | 11% | 0.35% | BlackRock Advisors, LLC |
| 19 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 11% | 0.00% | Teachers Advisors, LLC |
| 20 | Fidelity Low Duration Bond ETF · FLDB cheaper | 11% | 0.20% | Fidelity Management & Research Company LLC |
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