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 | VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF · VBCA cheaper | 11% | 0.08% | — |
| 2 | First Trust Limited Duration Investment Grade Corporate ETF · FSIG | 10% | 0.44% | First Trust Advisors L.P. |
| 3 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 10% | 0.10% | The Vanguard Group, Inc. |
| 4 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 5 | Payden Limited Maturity Fund · PYLMX, PYLSX, PYLBX cheaper diff. adviser | 9% | 0.25% | Payden & Rygel |
| 6 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 9% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 7 | Thrivent Ultra Short Bond ETF · TUSB cheaper diff. adviser | 8% | 0.20% | Thrivent Asset Management, LLC |
| 8 | JPMorgan Managed Income Fund · JMGIX, JMGLX cheaper diff. adviser | 8% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 9 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX cheaper diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 10 | Putnam Ultra Short Duration Income Fund diff. adviser | 8% | 0.29% | Franklin Advisers, Inc. |
| 11 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 8% | 0.15% | Franklin Advisers, Inc. |
| 12 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 8% | 0.53% | SunAmerica Asset Management, LLC |
| 13 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 14 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX cheaper diff. adviser | 8% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX diff. adviser | 8% | 1.03% | Clark Capital Management Group, Inc. |
| 16 | Navigator Ultra Short Bond Fund · NUSAX, NUSIX diff. adviser | 8% | 0.41% | Clark Capital Management Group, Inc. |
| 17 | Invesco Ultra Short Duration ETF · GSY cheaper diff. adviser | 8% | 0.22% | Invesco Capital Management LLC |
| 18 | iShares iBonds Dec 2027 Term Corporate ETF · IBDS cheaper diff. adviser | 8% | 0.10% | BlackRock Fund Advisors |
| 19 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 8% | 0.49% | ALPS Advisors, Inc. |
| 20 | Columbia Ultra Short Term Bond Fund · CMGUX, CUSBX, CUSOX cheaper diff. adviser | 8% | 0.24% | Columbia Management Investment Advisers, LLC |
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