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 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 22% | 0.10% | Invesco Capital Management LLC |
| 2 | iShares iBonds Dec 2026 Term Corporate ETF · IBDR cheaper diff. adviser | 19% | 0.10% | BlackRock Fund Advisors |
| 3 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 9% | 0.15% | SSGA Funds Management, Inc. |
| 4 | AB Ultra Short Income ETF · YEAR diff. adviser | 6% | 0.25% | AllianceBernstein L.P. |
| 5 | Arrow Reserve Capital Management ETF · ARCM diff. adviser | 6% | 0.50% | Arrow Investment Advisors, LLC |
| 6 | UBS Ultra Short Income Fund · USIAX, USIPX, USDIX diff. adviser | 5% | 0.23% | UBS Asset Management (Americas) LLC |
| 7 | JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND · JIBDX, JIMDX diff. adviser | 5% | 0.25% | Johnson Investment Counsel, Inc. |
| 8 | JOHNSON ENHANCED RETURN FUND · JENHX diff. adviser | 4% | 0.35% | Johnson Investment Counsel, Inc. |
| 9 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper diff. adviser | 4% | 0.06% | BlackRock Fund Advisors |
| 10 | Pemberwick Fund diff. adviser | 4% | 0.49% | Pemberwick Investment Advisors, LLC |
| 11 | Capital Group Ultra Short Income ETF · CGUI cheaper diff. adviser | 4% | 0.18% | Capital Research and Management Company |
| 12 | Ultra Short Income Portfolio · MUIIX, MULSX, MUAIX diff. adviser | 3% | 0.25% | Morgan Stanley Investment Management Inc. |
| 13 | Ultra Short Term Bond Trust · JAGJX, JAGEX, JAGFX diff. adviser | 3% | 0.62% | John Hancock Variable Trust Advisers LLC |
| 14 | FlexShares Ultra-Short Income Fund · RAVI diff. adviser | 3% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | SA U.S. Fixed Income Fund diff. adviser | 3% | 0.40% | Focus Partners Advisor Solutions, LLC |
| 16 | Navigator Ultra Short Bond Fund · NUSAX, NUSIX diff. adviser | 3% | 0.41% | Clark Capital Management Group, Inc. |
| 17 | Navigator Tactical U.S. Allocation Fund · NTAIX diff. adviser | 3% | 1.03% | Clark Capital Management Group, Inc. |
| 18 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX diff. adviser | 2% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | LKCM Fixed Income Fund · LKFIX diff. adviser | 2% | 0.50% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 20 | Invesco BulletShares 2027 Corporate Bond ETF · BSCR cheaper diff. adviser | 2% | 0.10% | Invesco Capital Management LLC |
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