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 | 1290 VT GAMCO Mergers & Acquisitions Portfolio diff. adviser | 27% | 1.07% | Equitable Investment Management Group, LLC |
| 2 | EQ/AB Dynamic Aggressive Growth Portfolio diff. adviser | 25% | 0.90% | Equitable Investment Management Group, LLC |
| 3 | EQ/Invesco Moderate Growth Allocation Portfolio diff. adviser | 23% | 0.90% | Equitable Investment Management Group, LLC |
| 4 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 20% | 0.15% | BlackRock Fund Advisors |
| 5 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 19% | 0.15% | SSGA Funds Management, Inc. |
| 6 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 17% | 0.15% | Fidelity Management & Research Company LLC |
| 7 | EQ/Invesco Moderate Allocation Portfolio diff. adviser | 15% | 0.90% | Equitable Investment Management Group, LLC |
| 8 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 15% | 0.14% | Van Eck Associates Corporation |
| 9 | GMO MAC Implementation Fund · GMIHX cheaper | 11% | 0.02% | — |
| 10 | Columbia Mortgage Opportunities Fund · CLMAX, CLMCX, CLMVX, CLMZX, CMOYX, CLMDX diff. adviser | 11% | 0.69% | Columbia Management Investment Advisers, LLC |
| 11 | Dimensional Ultrashort Fixed Income ETF · DUSB cheaper diff. adviser | 11% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 12 | EQ/Goldman Sachs Growth Allocation Portfolio diff. adviser | 10% | 0.90% | Equitable Investment Management Group, LLC |
| 13 | Putnam Ultra Short Duration Income Fund cheaper diff. adviser | 9% | 0.29% | Franklin Advisers, Inc. |
| 14 | EQ/ClearBridge Select Equity Managed Volatility Portfolio diff. adviser | 9% | 0.82% | Equitable Investment Management Group, LLC |
| 15 | JPMorgan Flexible Debt ETF · JFLX cheaper | 8% | 0.45% | — |
| 16 | Putnam ESG Ultra Short ETF cheaper diff. adviser | 8% | 0.25% | Franklin Advisers, Inc. |
| 17 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX cheaper diff. adviser | 8% | 0.24% | Lord, Abbett & Co. LLC |
| 18 | FlexShares Ultra-Short Income Fund · RAVI cheaper diff. adviser | 8% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 8% | 0.15% | Franklin Advisers, Inc. |
| 20 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio diff. adviser | 8% | 0.90% | Equitable Investment Management Group, LLC |
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