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 | PIMCO Short-Term Portfolio · VPVSTDV, VPVSTIV, VPVSTAD cheaper | 74% | 0.47% | Pacific Investment Management Company LLC |
| 2 | PIMCO Short Asset Portfolio | 30% | — | Pacific Investment Management Company LLC |
| 3 | Ultra-Short Term Fixed Income Fund · TSDUX diff. adviser | 24% | 0.53% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 4 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT cheaper | 24% | 0.36% | Pacific Investment Management Company LLC |
| 5 | PIMCO Enhanced Low Duration Active Exchange-Traded Fund · LDUR | 23% | 0.54% | Pacific Investment Management Company LLC |
| 6 | Fixed Income SHares: Series LD · FXIDX | 20% | 1.36% | Pacific Investment Management Company LLC |
| 7 | EQ/PIMCO Ultra Short Bond Portfolio diff. adviser | 19% | 0.56% | Equitable Investment Management Group, LLC |
| 8 | PIMCO Short Asset Investment Fund · PAIDX, PAIPX, PAIQX, PAIAX, PAMSX, PANDX cheaper | 16% | 0.36% | Pacific Investment Management Company LLC |
| 9 | PIMCO StocksPLUS Global Portfolio · PMVIEQS, PMVIEAD | 15% | 0.62% | Pacific Investment Management Company LLC |
| 10 | LVIP PIMCO Low Duration Bond Fund diff. adviser | 15% | 0.73% | Lincoln Financial Investments Corporation |
| 11 | PIMCO Commodity Strategy Active Exchange-Traded Fund · CMDT | 14% | 0.65% | Pacific Investment Management Company LLC |
| 12 | PIMCO StocksPLUS Fund · PSTKX, PSPAX, PSPCX, PSPRX, PSKPX, PSTNX | 14% | 0.70% | Pacific Investment Management Company LLC |
| 13 | Six Circles Ultra Short Duration Fund · CUSDX cheaper diff. adviser | 14% | 0.20% | J.P. Morgan Private Investments Inc. |
| 14 | Pacer WealthShield ETF · PWS diff. adviser | 13% | 0.60% | Pacer Advisors, Inc. |
| 15 | PIMCO Low Duration Portfolio · VPVLDDV, VPVLDIV, VPVLDVV | 12% | 0.52% | Pacific Investment Management Company LLC |
| 16 | PIMCO Low Duration Fund · PTLDX, PLDAX, PTLAX, PTLCX, PLDRX, PLDPX, PTLNX, PLCCX | 11% | 0.50% | Pacific Investment Management Company LLC |
| 17 | PIMCO Total Return Fund · PTTRX, PTRAX, PTTAX, PTTCX, PTRRX, PTTPX, PTTNX | 11% | 0.51% | Pacific Investment Management Company LLC |
| 18 | PIMCO Total Return Portfolio · VPVTRDV, VPVTRIV, VPVTRVV | 10% | 0.64% | Pacific Investment Management Company LLC |
| 19 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 10% | 0.15% | SSGA Funds Management, Inc. |
| 20 | PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund · EMNT cheaper | 10% | 0.24% | Pacific Investment Management Company LLC |
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