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 | SIIT CORE FIXED INCOME FUND · SCOAX | 18% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | Catholic Values Fixed Income Fund · CFVAX, CFVYX | 18% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | Short Duration Bond Fund · RFBSX, RSBCX, RSBTX, RSBYX, RDBRX, RSDTX diff. adviser | 17% | 0.44% | Russell Investment Management, LLC |
| 4 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 17% | 0.49% | — |
| 5 | New Covenant Income Fund · NCICX | 13% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | TCW METWEST LOW DURATION BOND FUND · MWLIX, MWLDX, MWLNX diff. adviser | 11% | 0.43% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 7 | SIIT LONG DURATION FUND · LDRAX | 10% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | TCW METWEST ULTRA SHORT BOND FUND · MWUIX, MWUSX diff. adviser | 10% | 0.34% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 9 | SIMT Multi-Asset Inflation Managed Fund · SIFAX, SLFYX | 10% | 1.04% | — |
| 10 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX | 9% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | SIIT ULTRA SHORT DURATION BOND FUND · SUSAX cheaper | 9% | 0.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX | 9% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 8% | 0.03% | SSGA Funds Management, Inc. |
| 15 | SDIT Ultra Short Duration Bond Fund · SECPX, SECYX | 8% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | RBC BlueBay Short Duration Fixed Income Fund · RSDIX, RSHFX diff. adviser | 8% | 0.36% | RBC Global Asset Management (US) Inc. |
| 17 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 8% | 0.05% | WisdomTree Digital Management, Inc. |
| 18 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX diff. adviser | 7% | 0.38% | Payden & Rygel |
| 19 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 7% | 0.05% | BondBloxx Investment Management Corporation |
| 20 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 7% | 0.15% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.