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 SAI Short-Term Bond Fund · FZOMX cheaper | 68% | 0.21% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper | 43% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Advisor Limited Term Bond Fund · FDIAX, FNBCX, FTBRX, EFIPX, FJRLX, FIKRX | 34% | 0.25% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Limited Term Bond ETF · FLTB | 26% | 0.25% | Fidelity Management & Research Company LLC |
| 5 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 22% | 0.46% | Pacific Life Fund Advisors LLC |
| 6 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 21% | 0.44% | Pacific Life Fund Advisors LLC |
| 7 | Bond Plus Portfolio diff. adviser | 21% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | Fidelity Intermediate Bond Fund · FTHRX | 21% | 0.45% | Fidelity Management & Research Company LLC |
| 9 | International Equity Plus Bond Alpha Portfolio diff. adviser | 20% | 0.46% | Pacific Life Fund Advisors LLC |
| 10 | Small-Cap Plus Bond Alpha Portfolio diff. adviser | 20% | 0.49% | Pacific Life Fund Advisors LLC |
| 11 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 19% | 0.65% | Pacific Heights Asset Management, LLC |
| 12 | QQQ Plus Bond Alpha Portfolio diff. adviser | 19% | 0.40% | Pacific Life Fund Advisors LLC |
| 13 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 19% | 0.15% | WisdomTree Asset Management, Inc. |
| 14 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 18% | 0.00% | Teachers Advisors, LLC |
| 15 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 16% | 0.20% | Strategic Advisers LLC |
| 16 | PIA Short-Term Securities Fund · PIASX diff. adviser | 15% | 0.39% | Pacific Income Advisers Inc |
| 17 | LifeX 2028 Income Bucket ETF diff. adviser | 14% | 0.25% | Stone Ridge Asset Management LLC |
| 18 | Fidelity Education Fund | 14% | — | Fidelity Management & Research Company LLC |
| 19 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 14% | 0.07% | BlackRock Fund Advisors |
| 20 | Fidelity Low Duration Bond ETF · FLDB cheaper | 13% | 0.20% | Fidelity Management & Research Company LLC |
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