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 | 12% | 0.67% | John Hancock Variable Trust Advisers LLC |
| 2 | US Treasury 3 Year Note ETF · UTRE cheaper diff. adviser | 12% | 0.15% | Fm Investments LLC |
| 3 | Allspring Managed Account CoreBuilder Shares - Series SP · APSPX cheaper | 9% | 0.00% | Allspring Funds Management, LLC |
| 4 | Allspring Short-Term Bond Plus Fund · SSTVX, SSHIX, WFSHX, SSTYX cheaper | 9% | 0.25% | Allspring Funds Management, LLC |
| 5 | NYLI VP Bond Portfolio diff. adviser | 8% | 0.54% | New York Life Investment Management LLC |
| 6 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX diff. adviser | 7% | 0.38% | Payden & Rygel |
| 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 cheaper diff. adviser | 6% | 0.29% | Capital Research and Management Company |
| 9 | Build Bond Innovation ETF · BFIX | 5% | 0.45% | — |
| 10 | Allspring Core Bond Portfolio | 5% | — | Allspring Funds Management, LLC |
| 11 | NYLI VP Balanced Portfolio diff. adviser | 5% | 0.71% | New York Life Investment Management LLC |
| 12 | Fidelity Advisor Strategic Income Fund · FSTAX, FSRCX, FSIAX, FSRIX, FADMX, FIWDX diff. adviser | 5% | 0.59% | Fidelity Management & Research Company LLC |
| 13 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 5% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | RBC BlueBay Short Duration Fixed Income Fund · RSDIX, RSHFX cheaper diff. adviser | 5% | 0.36% | RBC Global Asset Management (US) Inc. |
| 15 | VIP Strategic Income Portfolio diff. adviser | 5% | 0.64% | Fidelity Management & Research Company LLC |
| 16 | Invesco Income Fund · AGOVX, AGVCX, AGVRX, AGIVX, AGOIX, AGVYX diff. adviser | 4% | 0.63% | Invesco Advisers, Inc. |
| 17 | First Trust Intermediate Government Opportunities ETF · MGOV diff. adviser | 4% | — | First Trust Advisors L.P. |
| 18 | Schwab Core Bond ETF · SCCR cheaper diff. adviser | 4% | 0.16% | Charles Schwab Investment Management, Inc. |
| 19 | LOW-DURATION BOND FUND · GLDYX, GLDZX diff. adviser | 3% | 0.38% | GuideStone Capital Management, LLC |
| 20 | WisdomTree VOYA Yield Enhanced USD Universal Bond Fund · UNIY cheaper diff. adviser | 3% | 0.15% | WisdomTree Asset Management, Inc. |
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