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 | SBH QUALITY HIGH YIELD FUND · WTLTX, WILTX diff. adviser | 5% | 0.70% | SEGALL BRYANT AND HAMILL LLC |
| 2 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 5% | 0.65% | Pacific Heights Asset Management, LLC |
| 3 | Franklin Low Duration U.S. Government Securities Fund · FISAX, FCSCX, FAUZX, FAURX, FAUGX cheaper diff. adviser | 5% | 0.56% | Franklin Advisers, Inc. |
| 4 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX cheaper diff. adviser | 5% | 0.43% | Calvert Research and Management |
| 5 | Fidelity SAI Low Duration Bond Fund · FZOLX cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | PACE Intermediate Fixed Income Investments · PCIFX, PIFAX, PIFYX, PIFTX cheaper diff. adviser | 5% | 0.54% | UBS Asset Management (Americas) LLC |
| 8 | BondBloxx USD High Yield Bond Healthcare Sector ETF · XHYH cheaper diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
| 9 | GMO Ultra-Short Income ETF · GMOC cheaper | 5% | 0.20% | — |
| 10 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 11 | GMO U.S. Treasury Fund · GUSTX cheaper diff. adviser | 4% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
| 12 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 4% | 0.24% | Empower Capital Management, LLC |
| 13 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 4% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 14 | Thrivent Ultra Short Bond ETF · TUSB cheaper diff. adviser | 4% | 0.20% | Thrivent Asset Management, LLC |
| 15 | FIS Bright Portfolios Core Bond ETF · BRIB cheaper | 4% | 0.49% | — |
| 16 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 4% | 0.24% | — |
| 17 | Invesco BulletShares 2033 Corporate Bond ETF cheaper diff. adviser | 4% | 0.10% | Invesco Capital Management LLC |
| 18 | Franklin Short Duration U.S. Government ETF · FTSD cheaper diff. adviser | 4% | 0.25% | Franklin Advisers, Inc. |
| 19 | Nuveen High Yield Fund · TIYRX, TIHRX, TIHYX, TIHPX, TIHHX, TIHWX cheaper diff. adviser | 3% | 0.00% | Teachers Advisors, LLC |
| 20 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper diff. adviser | 3% | 0.20% | Fidelity Management & Research Company LLC |
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