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 | State Street Navigator Securities Lending Portfolio I diff. adviser | 6% | — | SSGA Funds Management, Inc. |
| 2 | State Street Navigator Securities Lending Portfolio II diff. adviser | 6% | — | SSGA Funds Management, Inc. |
| 3 | Schwab Ultra-Short Income ETF · SCUS cheaper diff. adviser | 6% | 0.14% | Charles Schwab Investment Management, Inc. |
| 4 | BlackRock Ultra-Short Term Bond Portfolio diff. adviser | 6% | 0.37% | Brighthouse Investment Advisers, LLC |
| 5 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 5% | 0.10% | Invesco Capital Management LLC |
| 6 | iShares iBonds Dec 2026 Term Corporate ETF · IBDR cheaper diff. adviser | 4% | 0.10% | BlackRock Fund Advisors |
| 7 | BlackRock Short Obligations Fund diff. adviser | 4% | 0.30% | BlackRock Advisors, LLC |
| 8 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 4% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 9 | KraneShares Sustainable Ultra Short Duration Index ETF · KCSH cheaper diff. adviser | 3% | 0.20% | Krane Funds Advisors, LLC |
| 10 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 3% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 11 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX diff. adviser | 3% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 2% | 0.15% | SSGA Funds Management, Inc. |
| 13 | Total Return Portfolio diff. adviser | 2% | 0.72% | Pacific Life Fund Advisors LLC |
| 14 | iShares Ultra Short Duration Bond Active ETF · ICSH cheaper diff. adviser | 2% | 0.08% | BlackRock Fund Advisors |
| 15 | Federated Hermes Government Ultrashort Fund · FGUAX, FEUSX, FGUSX, FGULX cheaper diff. adviser | 2% | 0.24% | Federated Advisory Services Company, Federated Investment Management Company |
| 16 | First Trust Japan AlphaDEX Fund · FJP diff. adviser | 2% | 0.80% | First Trust Advisors L.P. |
| 17 | First Trust Nasdaq Artificial Intelligence and Robotics ETF · ROBT | 2% | 0.65% | — |
| 18 | First Trust SkyBridge Crypto Industry and Digital Economy ETF · CRPT diff. adviser | 2% | 0.85% | First Trust Advisors L.P. |
| 19 | Calamos Bitcoin 80 Series Structured Alt Protection ETF - July diff. adviser | 2% | 0.69% | Calamos Advisors LLC |
| 20 | Calamos Bitcoin 90 Series Structured Alt Protection ETF - July diff. adviser | 2% | 0.69% | Calamos Advisors LLC |
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