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 | Victory Pioneer Short Term Income Fund · PSHYX, STABX, STIIX, STIKX | 23% | 0.44% | Victory Capital Management Inc. |
| 2 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 18% | 0.15% | SSGA Funds Management, Inc. |
| 3 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 4 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 16% | 0.14% | Van Eck Associates Corporation |
| 5 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 15% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | Putnam Ultra Short Duration Income Fund cheaper diff. adviser | 12% | 0.29% | Franklin Advisers, Inc. |
| 7 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 11% | 0.15% | Franklin Advisers, Inc. |
| 8 | Putnam ESG Ultra Short ETF cheaper diff. adviser | 10% | 0.25% | Franklin Advisers, Inc. |
| 9 | Invesco Variable Rate Investment Grade ETF · VRIG cheaper diff. adviser | 10% | 0.30% | Invesco Capital Management LLC |
| 10 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 11 | Putnam Ultra Short MAC Series cheaper diff. adviser | 8% | 0.00% | Franklin Advisers, Inc. |
| 12 | Invesco Ultra Short Duration ETF · GSY cheaper diff. adviser | 8% | 0.22% | Invesco Capital Management LLC |
| 13 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 14 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 7% | 0.36% | Pacific Investment Management Company LLC |
| 15 | FlexShares Ultra-Short Income Fund · RAVI cheaper diff. adviser | 7% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Payden Limited Maturity Fund · PYLMX, PYLSX, PYLBX cheaper diff. adviser | 7% | 0.25% | Payden & Rygel |
| 17 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX cheaper diff. adviser | 6% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | PIMCO Short-Term Portfolio · VPVSTDV, VPVSTIV, VPVSTAD diff. adviser | 6% | 0.47% | Pacific Investment Management Company LLC |
| 19 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX diff. adviser | 6% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 20 | First Trust Enhanced Short Maturity ETF · FTSM cheaper diff. adviser | 6% | 0.29% | First Trust Advisors L.P. |
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