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 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX diff. adviser | 18% | 0.41% | Christian Brothers Investment Services, Inc. |
| 2 | Fidelity SAI Short-Term Bond Fund · FZOMX diff. adviser | 10% | 0.21% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX diff. adviser | 9% | 0.25% | Fidelity Management & Research Company LLC |
| 4 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 9% | 0.65% | Pacific Heights Asset Management, LLC |
| 5 | Federated Hermes Short-Term Government Fund · FSGVX, FSGIX diff. adviser | 8% | 0.37% | Federated Advisory Services Company, Federated Investment Management Company |
| 6 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH diff. adviser | 7% | 0.15% | WisdomTree Asset Management, Inc. |
| 7 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 6% | 0.00% | Teachers Advisors, LLC |
| 8 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 9 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 5% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | Catholic Responsible Investments Bond Fund · CRBVX, CRBSX diff. adviser | 4% | 0.35% | Christian Brothers Investment Services, Inc. |
| 11 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX diff. adviser | 4% | 0.38% | Payden & Rygel |
| 12 | Short Duration Fund · ACSKX, ACSPX, ACSNX, ACSUX, ACSQX, ASHHX, ASDDX, ASDOX cheaper diff. adviser | 4% | 0.01% | American Century Investment Management, Inc. |
| 13 | T. Rowe Price QM U.S. Bond ETF · TAGG cheaper diff. adviser | 4% | 0.08% | T. Rowe Price Associates, Inc. |
| 14 | Transamerica Short-Term Bond · TSIWX, ITAAX, ITACX, TSTIX, TASTX, TAAQX, TAASX, TAAUX diff. adviser | 4% | 0.41% | Transamerica Asset Management, Inc. |
| 15 | Strategic Advisers Short Duration Fund · FAUDX diff. adviser | 4% | 0.20% | Strategic Advisers LLC |
| 16 | Short-Term Government Fund · TWUSX, TWAVX, TWUOX, TWACX, TWARX, ASGHX diff. adviser | 3% | 0.34% | American Century Investment Management, Inc. |
| 17 | Hartford Schroders Core Fixed Income Fund · SCBRX, HSSFX, SCBIX, HSAEX, HSSBX, HSACX, HSADX diff. adviser | 3% | 0.36% | Hartford Funds Management Company, LLC |
| 18 | Nicholas Fixed Income Alternative ETF · FIAX diff. adviser | 3% | 0.97% | Tidal Investments LLC |
| 19 | Knights of Columbus Limited Duration Bond Fund · KCLIX, KCLSX, KCLVX diff. adviser | 3% | 0.50% | Knights of Columbus Asset Advisors LLC |
| 20 | Hilton BDC Corporate Bond ETF · HBDC diff. adviser | 3% | 0.39% | Tidal Investments LLC |
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