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 | 50% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Short Duration Bond Fund · HLLVX, OGLVX, OSTCX, JSDUX cheaper | 18% | 0.28% | J.P. Morgan Investment Management, Inc. |
| 3 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 15% | 0.00% | Teachers Advisors, LLC |
| 4 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 14% | 0.15% | WisdomTree Asset Management, Inc. |
| 5 | JPMorgan Limited Duration Bond ETF · JPLD cheaper | 12% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Core Plus Bond ETF · JCPB | 12% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 7 | Intermediate Bond Portfolio diff. adviser | 11% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | JPMorgan Core Plus Bond Fund · HLIPX, ONIAX, OBDCX, JCPUX, JCPZX, JCPPX, JCPQX, JCPYX | 10% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 9 | LVIP JPMorgan Short Duration Bond Fund diff. adviser | 10% | 0.47% | Lincoln Financial Investments Corporation |
| 10 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX cheaper diff. adviser | 10% | 0.30% | Macquarie Investment Management Business Trust |
| 11 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 10% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 14 | JPMorgan Income Fund · JGIAX, JGCGX, JMSIX, JMSFX | 10% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 15 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 10% | 0.05% | WisdomTree Digital Management, Inc. |
| 16 | JPMorgan Income ETF · JPIE | 10% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 17 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | Nomura VIP Limited Duration Bond Series diff. adviser | 9% | 0.54% | Macquarie Investment Management Business Trust |
| 19 | Nomura VIP Limited-Term Bond Series diff. adviser | 9% | 0.79% | Macquarie Investment Management Business Trust |
| 20 | Virtus Seix Total Return Bond Fund · CBPSX, SAMFX, SAMZX cheaper diff. adviser | 9% | 0.31% | Virtus Investment Advisers, LLC |
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