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 | Short Term Government Income Trust · JAFYX, JAJPX, JAFWX diff. adviser | 26% | 0.67% | John Hancock Variable Trust Advisers LLC |
| 2 | Allspring Short Duration Government Bond Fund · WSGIX, MSDAX, MSDCX, MNSGX, MSDRX diff. adviser | 12% | 0.37% | Allspring Funds Management, LLC |
| 3 | NYLI VP Bond Portfolio diff. adviser | 7% | 0.54% | New York Life Investment Management LLC |
| 4 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX diff. adviser | 7% | 0.38% | Payden & Rygel |
| 5 | Allspring Managed Account CoreBuilder Shares - Series SP · APSPX cheaper diff. adviser | 6% | 0.00% | Allspring Funds Management, LLC |
| 6 | Allspring Short-Term Bond Plus Fund · SSTVX, SSHIX, WFSHX, SSTYX diff. adviser | 6% | 0.25% | Allspring Funds Management, LLC |
| 7 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper diff. adviser | 6% | 0.12% | WisdomTree Asset Management, Inc. |
| 8 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX diff. adviser | 5% | 0.29% | Capital Research and Management Company |
| 9 | Build Bond Innovation ETF · BFIX | 5% | 0.45% | — |
| 10 | Fidelity Advisor Strategic Income Fund · FSTAX, FSRCX, FSIAX, FSRIX, FADMX, FIWDX diff. adviser | 5% | 0.59% | Fidelity Management & Research Company LLC |
| 11 | RBC BlueBay Short Duration Fixed Income Fund · RSDIX, RSHFX diff. adviser | 5% | 0.36% | RBC Global Asset Management (US) Inc. |
| 12 | VIP Strategic Income Portfolio diff. adviser | 5% | 0.64% | Fidelity Management & Research Company LLC |
| 13 | NYLI VP Balanced Portfolio diff. adviser | 5% | 0.71% | New York Life Investment Management LLC |
| 14 | LifeX 2030 Income Bucket ETF diff. adviser | 4% | 0.25% | Stone Ridge Asset Management LLC |
| 15 | Invesco Income Fund · AGOVX, AGVCX, AGVRX, AGIVX, AGOIX, AGVYX diff. adviser | 4% | 0.63% | Invesco Advisers, Inc. |
| 16 | First Trust Intermediate Government Opportunities ETF · MGOV diff. adviser | 4% | — | First Trust Advisors L.P. |
| 17 | Schwab Core Bond ETF · SCCR diff. adviser | 3% | 0.16% | Charles Schwab Investment Management, Inc. |
| 18 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 3% | 1.88% | LoCorr Fund Management LLC |
| 19 | BlackRock Low Duration Bond Portfolio diff. adviser | 3% | 0.35% | BlackRock Advisors, LLC |
| 20 | Payden Global Low Duration Fund · PYGSX diff. adviser | 3% | 0.70% | Payden & Rygel |
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