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 | Invesco Ultra Short Duration ETF · GSY cheaper diff. adviser | 34% | 0.22% | Invesco Capital Management LLC |
| 2 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 12% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | Putnam Ultra Short Duration Income Fund diff. adviser | 10% | 0.29% | Franklin Advisers, Inc. |
| 4 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 10% | 0.15% | Franklin Advisers, Inc. |
| 5 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 10% | 0.15% | BlackRock Fund Advisors |
| 6 | Putnam ESG Ultra Short ETF cheaper diff. adviser | 10% | 0.25% | Franklin Advisers, Inc. |
| 7 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 9% | 0.15% | SSGA Funds Management, Inc. |
| 8 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 9% | 0.14% | Van Eck Associates Corporation |
| 9 | FlexShares Ultra-Short Income Fund · RAVI cheaper diff. adviser | 8% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX cheaper diff. adviser | 8% | 0.24% | Lord, Abbett & Co. LLC |
| 11 | BlackRock Short Obligations Fund diff. adviser | 8% | 0.30% | BlackRock Advisors, LLC |
| 12 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX cheaper diff. adviser | 7% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 14 | PGIM Ultra Short Bond ETF · PULS cheaper diff. adviser | 7% | 0.15% | PGIM INVESTMENTS LLC |
| 15 | Payden Limited Maturity Fund · PYLMX, PYLSX, PYLBX cheaper diff. adviser | 7% | 0.25% | Payden & Rygel |
| 16 | Goldman Sachs Ultra Short Bond ETF · GSST cheaper diff. adviser | 7% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 17 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX diff. adviser | 6% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 18 | Thrivent Ultra Short Bond ETF · TUSB cheaper diff. adviser | 6% | 0.20% | Thrivent Asset Management, LLC |
| 19 | UBS Ultra Short Income Fund · USIAX, USIPX, USDIX cheaper diff. adviser | 6% | 0.23% | UBS Asset Management (Americas) LLC |
| 20 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX cheaper diff. adviser | 6% | 0.20% | Fidelity Management & Research Company LLC |
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