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 | Fidelity Low Duration Bond ETF · FLDB diff. adviser | 13% | 0.20% | Fidelity Management & Research Company LLC |
| 2 | VanEck IG Floating Rate ETF · FLTR cheaper diff. adviser | 13% | 0.14% | Van Eck Associates Corporation |
| 3 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 13% | 0.20% | Fidelity Management & Research Company LLC |
| 4 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN cheaper diff. adviser | 13% | 0.15% | SSGA Funds Management, Inc. |
| 5 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 13% | 0.15% | Franklin Advisers, Inc. |
| 6 | Putnam Ultra Short Duration Income Fund diff. adviser | 12% | 0.29% | Franklin Advisers, Inc. |
| 7 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX diff. adviser | 12% | 0.20% | Fidelity Management & Research Company LLC |
| 8 | Fidelity SAI Low Duration Bond Fund · FZOLX diff. adviser | 11% | 0.20% | Fidelity Management & Research Company LLC |
| 9 | Invesco Ultra Short Duration ETF · GSY diff. adviser | 11% | 0.22% | Invesco Capital Management LLC |
| 10 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper diff. adviser | 11% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | Putnam ESG Ultra Short ETF diff. adviser | 10% | 0.25% | Franklin Advisers, Inc. |
| 12 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 10% | 0.45% | Thrivent Financial for Lutherans |
| 13 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX diff. adviser | 9% | 0.40% | Invesco Advisers, Inc. |
| 14 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX diff. adviser | 9% | 0.43% | Calvert Research and Management |
| 15 | Calvert Ultra-Short Investment Grade ETF · CVSB | 9% | 0.24% | — |
| 16 | iShares Floating Rate Bond ETF · FLOT cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 17 | Ultra-Short Fixed Income Fund · NUSFX, SWSFX diff. adviser | 9% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | First Trust Enhanced Short Maturity ETF · FTSM diff. adviser | 8% | 0.29% | First Trust Advisors L.P. |
| 19 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 8% | 0.44% | Pacific Life Fund Advisors LLC |
| 20 | Putnam Ultra Short MAC Series cheaper diff. adviser | 8% | 0.00% | Franklin Advisers, Inc. |
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