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 Fund · JSDHX, JSDCX, JSDSX, JSDRX | 50% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Short Duration Bond Fund · HLLVX, OGLVX, OSTCX, JSDUX cheaper | 22% | 0.28% | J.P. Morgan Investment Management, Inc. |
| 3 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 18% | 0.15% | WisdomTree Asset Management, Inc. |
| 4 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 18% | 0.00% | Teachers Advisors, LLC |
| 5 | JPMorgan Limited Duration Bond ETF · JPLD cheaper | 16% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 6 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 16% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | LVIP JPMorgan Short Duration Bond Fund diff. adviser | 15% | 0.47% | Lincoln Financial Investments Corporation |
| 8 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 14% | 0.07% | BlackRock Fund Advisors |
| 9 | U.S. Government Fund · NOUGX diff. adviser | 12% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | JPMorgan Core Plus Bond ETF · JCPB | 12% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 11 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 12% | 0.05% | WisdomTree Digital Management, Inc. |
| 12 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 14 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 15 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 12% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Limited Term Bond ETF · FLTB cheaper diff. adviser | 11% | 0.25% | Fidelity Management & Research Company LLC |
| 17 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 18 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper | 11% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 19 | JPMorgan Flexible Debt ETF · JFLX | 10% | 0.45% | — |
| 20 | Fidelity Advisor Limited Term Bond Fund · FDIAX, FNBCX, FTBRX, EFIPX, FJRLX, FIKRX cheaper diff. adviser | 10% | 0.25% | Fidelity Management & Research Company LLC |
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