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 | First Trust Core Investment Grade ETF · FTCB | 21% | 0.56% | First Trust Advisors L.P. |
| 2 | First Trust Low Duration Opportunities ETF · LMBS | 20% | 0.66% | First Trust Advisors L.P. |
| 3 | First Trust Securitized Plus ETF · DEED | 14% | 0.76% | First Trust Advisors L.P. |
| 4 | First Trust Long Duration Opportunities ETF · LGOV | 12% | 0.49% | First Trust Advisors L.P. |
| 5 | First Trust Structured Credit Income Opportunities ETF · SCIO | 11% | 0.86% | First Trust Advisors L.P. |
| 6 | First Trust Mortgage Income Fund | 5% | — | — |
| 7 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG diff. adviser | 5% | 0.12% | WisdomTree Asset Management, Inc. |
| 8 | Build Bond Innovation ETF · BFIX | 5% | 0.45% | — |
| 9 | Schwab Core Bond ETF · SCCR diff. adviser | 5% | 0.16% | Charles Schwab Investment Management, Inc. |
| 10 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX diff. adviser | 4% | 0.38% | Payden & Rygel |
| 11 | THRIVENT GOVERNMENT BOND PORTFOLIO diff. adviser | 4% | 0.49% | Thrivent Financial for Lutherans |
| 12 | Fidelity Advisor Strategic Income Fund · FSTAX, FSRCX, FSIAX, FSRIX, FADMX, FIWDX diff. adviser | 4% | 0.59% | Fidelity Management & Research Company LLC |
| 13 | BlackRock Low Duration Bond Portfolio diff. adviser | 4% | 0.35% | BlackRock Advisors, LLC |
| 14 | VIP Strategic Income Portfolio diff. adviser | 4% | 0.64% | Fidelity Management & Research Company LLC |
| 15 | NYLI VP Bond Portfolio diff. adviser | 4% | 0.54% | New York Life Investment Management LLC |
| 16 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX diff. adviser | 4% | 0.29% | Capital Research and Management Company |
| 17 | PIMCO Extended Duration Fund · PEDIX, PEDPX diff. adviser | 4% | 6.20% | Pacific Investment Management Company LLC |
| 18 | Invesco Income Fund · AGOVX, AGVCX, AGVRX, AGIVX, AGOIX, AGVYX diff. adviser | 4% | 0.63% | Invesco Advisers, Inc. |
| 19 | Allspring Short Duration Government Bond Fund · WSGIX, MSDAX, MSDCX, MNSGX, MSDRX diff. adviser | 4% | 0.37% | Allspring Funds Management, LLC |
| 20 | Allspring Short-Term Bond Plus Fund · SSTVX, SSHIX, WFSHX, SSTYX diff. adviser | 4% | 0.25% | Allspring Funds Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.