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 | VANGUARD ULTRA-SHORT BOND ETF · VUSB | 56% | 0.10% | The Vanguard Group, Inc. |
| 2 | Putnam Ultra Short Duration Income Fund diff. adviser | 14% | 0.29% | Franklin Advisers, Inc. |
| 3 | VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND · VISTX cheaper | 14% | 0.02% | The Vanguard Group, Inc. |
| 4 | Putnam ESG Ultra Short ETF diff. adviser | 13% | 0.25% | Franklin Advisers, Inc. |
| 5 | Franklin Ultra Short Bond ETF · FLUD diff. adviser | 12% | 0.15% | Franklin Advisers, Inc. |
| 6 | VanEck IG Floating Rate ETF · FLTR diff. adviser | 11% | 0.14% | Van Eck Associates Corporation |
| 7 | JPMorgan Ultra-Short Income ETF · JPST diff. adviser | 11% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 11% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 9 | Fidelity Low Duration Bond ETF · FLDB diff. adviser | 11% | 0.20% | Fidelity Management & Research Company LLC |
| 10 | Six Circles Ultra Short Duration Fund · CUSDX diff. adviser | 11% | 0.20% | J.P. Morgan Private Investments Inc. |
| 11 | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF · FLRN diff. adviser | 10% | 0.15% | SSGA Funds Management, Inc. |
| 12 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 13 | First Trust Enhanced Short Maturity ETF · FTSM diff. adviser | 10% | 0.29% | First Trust Advisors L.P. |
| 14 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX diff. adviser | 10% | 0.24% | Lord, Abbett & Co. LLC |
| 15 | VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF · VBCA cheaper | 10% | 0.08% | — |
| 16 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper | 10% | 0.07% | The Vanguard Group, Inc. |
| 17 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX diff. adviser | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 18 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 10% | 0.44% | Pacific Life Fund Advisors LLC |
| 19 | QQQ Plus Bond Alpha Portfolio diff. adviser | 10% | 0.40% | Pacific Life Fund Advisors LLC |
| 20 | Payden Limited Maturity Fund · PYLMX, PYLSX, PYLBX diff. adviser | 10% | 0.25% | Payden & Rygel |
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