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 | NYLI Short Term Bond Fund · MIXIX, MIXNX, MIXAX, MIXMX cheaper diff. adviser | 11% | 0.40% | New York Life Investment Management LLC |
| 2 | MKAM ETF · MKAM cheaper diff. adviser | 10% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX diff. adviser | 7% | 0.73% | New York Life Investment Management LLC |
| 4 | Nomura VIP Limited-Term Bond Series diff. adviser | 5% | 0.79% | Macquarie Investment Management Business Trust |
| 5 | PGIM Corporate Bond 0-5 Year ETF · PCS cheaper diff. adviser | 5% | 0.20% | PGIM INVESTMENTS LLC |
| 6 | GMO Ultra-Short Income ETF · GMOC cheaper | 4% | 0.20% | — |
| 7 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 4% | 0.15% | WisdomTree Asset Management, Inc. |
| 8 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 4% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | Build Bond Innovation ETF · BFIX cheaper | 4% | 0.45% | — |
| 10 | PGIM Short Duration Multi-Sector Bond Fund · SDMAX, SDMCX, SDMQX, SDMZX cheaper diff. adviser | 4% | 0.32% | PGIM INVESTMENTS LLC |
| 11 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX cheaper diff. adviser | 4% | 0.29% | T. Rowe Price Associates, Inc. |
| 12 | PGIM Short Duration Multi-Sector Bond ETF · PSDM cheaper diff. adviser | 4% | 0.40% | PGIM INVESTMENTS LLC |
| 13 | MFS Limited Maturity Portfolio cheaper diff. adviser | 4% | 0.48% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Strategic Enhanced Yield Fund · AAENX, AIENX, APENX diff. adviser | 3% | 0.76% | Cavanal Hill Investment Management, Inc. |
| 15 | Core Plus Income Fund · WCPBX, WCPNX cheaper diff. adviser | 3% | 0.45% | Weitz Investment Management, Inc. |
| 16 | Federated Hermes Capital Income Fund · CAPAX, CAPCX, CAPFX, CAPSX, CAPRX diff. adviser | 3% | 0.65% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 17 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper diff. adviser | 3% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 3% | 0.07% | BlackRock Fund Advisors |
| 19 | Allspring Government Securities Fund · WGSCX, WGSDX, SGVDX, SGVIX cheaper diff. adviser | 3% | 0.48% | Allspring Funds Management, LLC |
| 20 | American Century Short Duration Strategic Income ETF · SDSI cheaper | 3% | 0.32% | — |
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