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 Mortgage Income Fund | 13% | — | — |
| 2 | First Trust Core Investment Grade ETF · FTCB cheaper | 12% | 0.56% | First Trust Advisors L.P. |
| 3 | First Trust Securitized Plus ETF · DEED cheaper | 12% | 0.76% | First Trust Advisors L.P. |
| 4 | First Trust Low Duration Opportunities ETF · LMBS cheaper | 11% | 0.66% | First Trust Advisors L.P. |
| 5 | First Trust Intermediate Government Opportunities ETF · MGOV | 11% | — | First Trust Advisors L.P. |
| 6 | First Trust AAA CMBS ETF · CAAA cheaper | 10% | 0.46% | First Trust Advisors L.P. |
| 7 | First Trust Multi-Strategy Fund · FTMAX, FTMIX, FTMCX | 6% | 1.60% | — |
| 8 | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF · BIL cheaper diff. adviser | 4% | 0.14% | SSGA Funds Management, Inc. |
| 9 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 4% | 0.06% | DBX Advisors LLC |
| 10 | VANGUARD 0-3 MONTH TREASURY BILL ETF · VBIL cheaper diff. adviser | 4% | 0.06% | The Vanguard Group, Inc. |
| 11 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 4% | 0.05% | — |
| 12 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 4% | 0.07% | The Vanguard Group, Inc. |
| 13 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 3% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 14 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 3% | 0.15% | BlackRock Fund Advisors |
| 15 | Axonic Strategic Income Fund diff. adviser | 3% | 1.03% | Axonic Capital LLC |
| 16 | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF · BCD cheaper diff. adviser | 3% | 0.30% | abrdn Inc. |
| 17 | abrdn Bloomberg All Commodity Strategy K-1 Free ETF · BCI cheaper diff. adviser | 3% | 0.26% | abrdn Inc. |
| 18 | FPA Crescent Fund · FPACX, FPCSX, FPFRX diff. adviser | 3% | 1.00% | First Pacific Advisors, LP |
| 19 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 3% | 0.08% | Invesco Capital Management LLC |
| 20 | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF · MMKT cheaper diff. adviser | 3% | 0.20% | Texas Capital Bank Private Wealth Advisors |
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