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 | EQ/AB Short Duration Government Bond Portfolio cheaper diff. adviser | 13% | 0.52% | Equitable Investment Management Group, LLC |
| 2 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 8% | 0.20% | Strategic Advisers LLC |
| 3 | Nationwide Loomis Short Term Bond Fund · NWJSX, NWJTX, NWJUX, NWJVX cheaper diff. adviser | 7% | 0.43% | Nationwide Fund Advisors |
| 4 | PGIM Short Duration Multi-Sector Bond ETF · PSDM cheaper diff. adviser | 6% | 0.40% | PGIM INVESTMENTS LLC |
| 5 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 6% | 0.21% | Fidelity Management & Research Company LLC |
| 6 | Old Westbury Short-Term Bond Fund · OWSBX cheaper diff. adviser | 6% | 0.37% | Bessemer Investment Management LLC |
| 7 | SPDR SSGA My2030 Corporate Bond ETF · MYCJ cheaper diff. adviser | 5% | 0.15% | SSGA Funds Management, Inc. |
| 8 | Invesco Core Bond Fund cheaper diff. adviser | 5% | 0.37% | Invesco Advisers, Inc. |
| 9 | BNY Mellon Intermediate Bond Fund · MPIBX, MIIDX cheaper diff. adviser | 5% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 10 | Neuberger Berman Short Duration Income ETF · NBSD cheaper diff. adviser | 5% | 0.35% | Neuberger Berman Investment Advisers LLC |
| 11 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper diff. adviser | 5% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 13 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 4% | 0.15% | WisdomTree Asset Management, Inc. |
| 14 | Invesco Investment Grade Defensive ETF · IIGD cheaper diff. adviser | 4% | 0.13% | Invesco Capital Management LLC |
| 15 | Short-Term Bond Portfolio cheaper diff. adviser | 4% | 0.40% | Mason Street Advisors, LLC |
| 16 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | Invesco BulletShares 2030 Corporate Bond ETF · BSCU cheaper diff. adviser | 4% | 0.10% | Invesco Capital Management LLC |
| 18 | BNY Mellon Active Core Bond ETF cheaper | 4% | 0.40% | — |
| 19 | JNL/T. Rowe Price Short-Term Bond Fund cheaper diff. adviser | 4% | 0.42% | Jackson National Asset Management, LLC |
| 20 | Lord Abbett Investment Grade Floating Rate Fund · LGRUX, IGRSX, LGRAX, LGRYX, IGRNX, LGRFX, IGRCX cheaper diff. adviser | 3% | 0.31% | Lord, Abbett & Co. LLC |
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