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 | JPMorgan Short Duration Core Plus ETF · JSCP | 16% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Short Duration Bond Fund · HLLVX, OGLVX, OSTCX, JSDUX | 13% | 0.28% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Short Duration Core Plus Fund · JSDHX, JSDCX, JSDSX, JSDRX | 12% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 4 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 8% | 0.03% | Fidelity Management & Research Company LLC |
| 5 | Janus Henderson Short Duration Flexible Bond Fund · JASBX, JSHAX, JSHCX, JSHIX, JSHSX, JNSTX, JSHNX diff. adviser | 8% | 0.40% | Janus Henderson Investors US LLC |
| 6 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 7% | 0.05% | WisdomTree Digital Management, Inc. |
| 7 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 7% | 0.15% | WisdomTree Asset Management, Inc. |
| 8 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper | 7% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | EQ/Invesco Moderate Allocation Portfolio diff. adviser | 7% | 0.90% | Equitable Investment Management Group, LLC |
| 11 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 12 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 6% | 0.03% | SSGA Funds Management, Inc. |
| 13 | LVIP JPMorgan Short Duration Bond Fund diff. adviser | 6% | 0.47% | Lincoln Financial Investments Corporation |
| 14 | JPMorgan Flexible Debt ETF · JFLX | 6% | 0.45% | — |
| 15 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX diff. adviser | 6% | 0.29% | T. Rowe Price Associates, Inc. |
| 16 | Nomura VIP Limited-Term Bond Series diff. adviser | 6% | 0.79% | Macquarie Investment Management Business Trust |
| 17 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper diff. adviser | 6% | 0.15% | Nuveen Fund Advisors, LLC |
| 18 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper diff. adviser | 6% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Intermediate Bond Fund of America · AIBAX, RBOAX, RBOBX, RBOCX, RBOEX, RBOFX, IBFCX, IBFFX, CBOAX, CBOCX, CBOEX, CBOFX, IBAFX, RBOGX, REBBX, RBOHX, IFBFX, TIIBX, TIBBX, FFOOX, FIFBX diff. adviser | 5% | 0.25% | Capital Research and Management Company |
| 20 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX diff. adviser | 5% | 0.29% | Capital Research and Management Company |
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