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 | Goldman Sachs Short Duration Bond Fund · GDIAX, GDICX, GDFIX, GSSRX, GIFRX, GDIUX, GMCPX | 27% | 0.42% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Short-Term Conservative Income Fund · GPPIX, GPAPX, GPPSX, GMBPX, GPPOX cheaper | 16% | 0.23% | Goldman Sachs Asset Management, L.P. |
| 3 | Goldman Sachs Ultra Short Bond ETF · GSST cheaper | 15% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 4 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | Payden Limited Maturity Fund · PYLMX, PYLSX, PYLBX cheaper diff. adviser | 6% | 0.25% | Payden & Rygel |
| 6 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 6% | 0.10% | The Vanguard Group, Inc. |
| 7 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper diff. adviser | 6% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | Transamerica Short-Term Bond · TSIWX, ITAAX, ITACX, TSTIX, TASTX, TAAQX, TAASX, TAAUX diff. adviser | 6% | 0.41% | Transamerica Asset Management, Inc. |
| 9 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 6% | 0.53% | SunAmerica Asset Management, LLC |
| 10 | Thrivent Ultra Short Bond ETF · TUSB cheaper diff. adviser | 6% | 0.20% | Thrivent Asset Management, LLC |
| 11 | First Trust Enhanced Short Maturity ETF · FTSM cheaper diff. adviser | 6% | 0.29% | First Trust Advisors L.P. |
| 12 | JPMorgan Managed Income Fund · JMGIX, JMGLX cheaper diff. adviser | 6% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 13 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 6% | 0.15% | Franklin Advisers, Inc. |
| 14 | International Equity Plus Bond Alpha Portfolio diff. adviser | 6% | 0.46% | Pacific Life Fund Advisors LLC |
| 15 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX diff. adviser | 5% | 0.43% | Calvert Research and Management |
| 16 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 5% | 0.49% | ALPS Advisors, Inc. |
| 17 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX cheaper diff. adviser | 5% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 19 | Invesco Ultra Short Duration ETF · GSY cheaper diff. adviser | 5% | 0.22% | Invesco Capital Management LLC |
| 20 | Western Asset Ultra-Short Income Fund · ARMZX, LWAIX, SBAYX, ARMGX, ARMLX diff. adviser | 5% | 0.35% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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