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 | BlackRock Short Obligations Fund diff. adviser | 48% | 0.30% | BlackRock Advisors, LLC |
| 2 | iShares GSCI Commodity Dynamic Roll Strategy ETF · COMT | 11% | 0.48% | BlackRock Fund Advisors |
| 3 | JPMorgan Ultra-Short Income ETF · JPST diff. adviser | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 4 | PGIM Ultra Short Bond ETF · PULS diff. adviser | 7% | 0.15% | PGIM INVESTMENTS LLC |
| 5 | HARTFORD ULTRASHORT BOND HLS FUND · HUBAX, HUBBX diff. adviser | 7% | 0.45% | Hartford Funds Management Company, LLC |
| 6 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 6% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 7 | Putnam Ultra Short Duration Income Fund diff. adviser | 6% | 0.29% | Franklin Advisers, Inc. |
| 8 | SIIT ULTRA SHORT DURATION BOND FUND · SUSAX diff. adviser | 6% | 0.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | Invesco Conservative Income Fund · ICIFX, ICIVX, ICIRX, ICIYX diff. adviser | 5% | 0.27% | Invesco Advisers, Inc. |
| 10 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 11 | Putnam ESG Ultra Short ETF diff. adviser | 5% | 0.25% | Franklin Advisers, Inc. |
| 12 | SDIT Ultra Short Duration Bond Fund · SECPX, SECYX diff. adviser | 5% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | Fidelity Flex Conservative Income Bond Fund · FJTDX cheaper diff. adviser | 5% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | iShares Floating Rate Bond ETF · FLOT | 5% | 0.15% | BlackRock Fund Advisors |
| 15 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX diff. adviser | 5% | 0.40% | Invesco Advisers, Inc. |
| 16 | iShares Bloomberg Roll Select Commodity Strategy ETF · CMDY | 5% | 0.28% | BlackRock Fund Advisors |
| 17 | Fidelity Low Duration Bond ETF · FLDB diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 18 | Franklin Ultra Short Bond ETF · FLUD diff. adviser | 4% | 0.15% | Franklin Advisers, Inc. |
| 19 | Putnam Ultra Short MAC Series cheaper diff. adviser | 4% | 0.00% | Franklin Advisers, Inc. |
| 20 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
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