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 | Payden Global Low Duration Fund · PYGSX | 53% | 0.70% | Payden & Rygel |
| 2 | Payden Limited Maturity Fund · PYLMX, PYLSX, PYLBX cheaper | 20% | 0.25% | Payden & Rygel |
| 3 | LOW-DURATION BOND FUND · GLDYX, GLDZX diff. adviser | 16% | 0.38% | GuideStone Capital Management, LLC |
| 4 | Payden Securitized Income Fund · PYSFX, PYSCX | 13% | 0.56% | Payden & Rygel |
| 5 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 13% | 0.00% | Teachers Advisors, LLC |
| 6 | Short Duration Fund · ACSKX, ACSPX, ACSNX, ACSUX, ACSQX, ASHHX, ASDDX, ASDOX cheaper diff. adviser | 12% | 0.01% | American Century Investment Management, Inc. |
| 7 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX diff. adviser | 12% | 0.50% | T. Rowe Price Associates, Inc. |
| 8 | Short Term Government Income Trust · JAFYX, JAJPX, JAFWX diff. adviser | 11% | 0.67% | John Hancock Variable Trust Advisers LLC |
| 9 | RBC BlueBay Short Duration Fixed Income Fund · RSDIX, RSHFX cheaper diff. adviser | 11% | 0.36% | RBC Global Asset Management (US) Inc. |
| 10 | Build Bond Innovation ETF · BFIX | 11% | 0.45% | — |
| 11 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | NVIT Loomis Short Term Bond Fund diff. adviser | 10% | 0.40% | Nationwide Fund Advisors |
| 13 | Nationwide Loomis Short Term Bond Fund · NWJSX, NWJTX, NWJUX, NWJVX diff. adviser | 10% | 0.43% | Nationwide Fund Advisors |
| 14 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 9% | 0.49% | ALPS Advisors, Inc. |
| 15 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | LVIP JPMorgan Short Duration Bond Fund diff. adviser | 9% | 0.47% | Lincoln Financial Investments Corporation |
| 17 | Allspring Managed Account CoreBuilder Shares - Series SP · APSPX cheaper diff. adviser | 8% | 0.00% | Allspring Funds Management, LLC |
| 18 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper diff. adviser | 8% | 0.12% | WisdomTree Asset Management, Inc. |
| 19 | Allspring Short-Term Bond Plus Fund · SSTVX, SSHIX, WFSHX, SSTYX cheaper diff. adviser | 8% | 0.25% | Allspring Funds Management, LLC |
| 20 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 8% | 0.21% | Fidelity Management & Research Company LLC |
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