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 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 26% | 0.10% | Invesco Capital Management LLC |
| 2 | iShares iBonds Dec 2026 Term Corporate ETF · IBDR cheaper diff. adviser | 25% | 0.10% | BlackRock Fund Advisors |
| 3 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF diff. adviser | 17% | 0.35% | BlackRock Fund Advisors |
| 4 | Baird Ultra Short Bond Fund · BUBIX, BUBSX diff. adviser | 11% | 0.15% | Robert W. Baird & Co. Incorporated |
| 5 | Navigator Ultra Short Bond Fund · NUSAX, NUSIX diff. adviser | 10% | 0.41% | Clark Capital Management Group, Inc. |
| 6 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 9% | 0.53% | SunAmerica Asset Management, LLC |
| 7 | AB Ultra Short Income ETF · YEAR diff. adviser | 9% | 0.25% | AllianceBernstein L.P. |
| 8 | KraneShares Sustainable Ultra Short Duration Index ETF · KCSH diff. adviser | 9% | 0.20% | Krane Funds Advisors, LLC |
| 9 | Dimensional Ultrashort Fixed Income ETF · DUSB diff. adviser | 9% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 10 | State Street(R) Ultra Short Term Bond ETF · ULST | 9% | 0.20% | SSGA Funds Management, Inc. |
| 11 | Fidelity Sustainable Low Duration Bond ETF · FSLD diff. adviser | 9% | 0.20% | Fidelity Management & Research Company LLC |
| 12 | Eaton Vance Ultra-Short Income ETF · EVSB | 8% | 0.17% | — |
| 13 | Capital Group Ultra Short Income ETF · CGUI diff. adviser | 8% | 0.18% | Capital Research and Management Company |
| 14 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 7% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 15 | Navigator Tactical U.S. Allocation Fund · NTAIX diff. adviser | 7% | 1.03% | Clark Capital Management Group, Inc. |
| 16 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 7% | 0.36% | Pacific Investment Management Company LLC |
| 18 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX diff. adviser | 7% | 1.03% | Clark Capital Management Group, Inc. |
| 19 | UBS Ultra Short Income Fund · USIAX, USIPX, USDIX diff. adviser | 7% | 0.23% | UBS Asset Management (Americas) LLC |
| 20 | EQ/PIMCO Ultra Short Bond Portfolio diff. adviser | 7% | 0.56% | Equitable Investment Management Group, LLC |
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