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 | Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund · TSDOX, TSDAX, TSDCX, TSYYX, TSDIX, SSSGX | 63% | 0.35% | — |
| 2 | T. Rowe Price Ultra Short-Term Bond ETF · TBUX cheaper diff. adviser | 5% | 0.17% | T. Rowe Price Associates, Inc. |
| 3 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX diff. adviser | 5% | 0.35% | Thornburg Investment Management, Inc. |
| 4 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 4% | 0.15% | Robert W. Baird & Co. Incorporated |
| 5 | CrossingBridge Ultra-Short Duration Fund · CBUDX | 4% | 0.92% | — |
| 6 | T. Rowe Price Ultra Short-Term Bond Fund · TRBUX, TRSTX, TRZWX cheaper diff. adviser | 4% | 0.00% | T. Rowe Price Associates, Inc. |
| 7 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 4% | 0.15% | SSGA Funds Management, Inc. |
| 8 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 4% | 0.53% | SunAmerica Asset Management, LLC |
| 9 | PIMCO Short Asset Investment Fund · PAIDX, PAIPX, PAIQX, PAIAX, PAMSX, PANDX diff. adviser | 4% | 0.36% | Pacific Investment Management Company LLC |
| 10 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX diff. adviser | 3% | 0.50% | T. Rowe Price Associates, Inc. |
| 11 | Short Duration Bond Portfolio diff. adviser | 3% | 0.44% | Pacific Life Fund Advisors LLC |
| 12 | Touchstone ETF Trust-Touchstone Securitized Income ETF · TSEC | 3% | 0.41% | Touchstone Advisors, Inc. |
| 13 | PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund · EMNT cheaper diff. adviser | 3% | 0.24% | Pacific Investment Management Company LLC |
| 14 | JNL/T. Rowe Price Short-Term Bond Fund diff. adviser | 3% | 0.42% | Jackson National Asset Management, LLC |
| 15 | PIMCO Short Asset Portfolio diff. adviser | 3% | — | Pacific Investment Management Company LLC |
| 16 | Dimensional Ultrashort Fixed Income ETF · DUSB cheaper diff. adviser | 3% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 3% | 0.15% | Franklin Advisers, Inc. |
| 18 | TCW METWEST LOW DURATION BOND FUND · MWLIX, MWLDX, MWLNX diff. adviser | 3% | 0.43% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 19 | SPDR SSGA My2027 Corporate Bond ETF · MYCG cheaper diff. adviser | 3% | 0.15% | SSGA Funds Management, Inc. |
| 20 | Touchstone ETF Trust-Touchstone Strategic Income ETF · SIO | 3% | 0.50% | Touchstone Advisors, Inc. |
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