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 | Water Island Event-Driven Fund · AEDFX, AEDNX, AGEAX | 20% | 1.46% | Water Island Capital, LLC |
| 2 | AltShares Event-Driven ETF · EVNT | 14% | 1.33% | Water Island Capital, LLC |
| 3 | THE ARBITRAGE FUND · ARBFX, ARBNX, ARBCX, ARGAX | 13% | 1.46% | Water Island Capital, LLC |
| 4 | RIVERPARK SHORT TERM HIGH YIELD FUND · RPHYX, RPHIX cheaper diff. adviser | 9% | 0.96% | RiverPark Advisors, LLC |
| 5 | AltShares Merger Arbitrage ETF · ARB cheaper | 9% | 0.76% | Water Island Capital, LLC |
| 6 | Calamos Merger Arbitrage Fund diff. adviser | 8% | 1.73% | Calamos Advisors LLC |
| 7 | ABSOLUTE FLEXIBLE FUND · FLXIX diff. adviser | 6% | 1.52% | Absolute Investment Advisers LLC |
| 8 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB cheaper | 6% | 0.39% | — |
| 9 | LVIP JPMorgan High Yield Fund cheaper diff. adviser | 6% | 0.68% | Lincoln Financial Investments Corporation |
| 10 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK cheaper diff. adviser | 5% | 0.40% | SSGA Funds Management, Inc. |
| 11 | Calvert High Yield Bond Fund · CYBAX, CHBCX, CYBIX, CYBRX cheaper diff. adviser | 5% | 0.71% | Calvert Research and Management |
| 12 | BondBloxx USD High Yield Bond Healthcare Sector ETF · XHYH cheaper diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
| 13 | HIGH INCOME OPPORTUNITIES PORTFOLIO diff. adviser | 5% | — | Boston Management and Research |
| 14 | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF · CWB cheaper diff. adviser | 5% | 0.40% | SSGA Funds Management, Inc. |
| 15 | THRIVENT HIGH YIELD FUND · LBHYX, LBHIX cheaper diff. adviser | 5% | 0.54% | Thrivent Asset Management, LLC |
| 16 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 5% | 0.05% | SSGA Funds Management, Inc. |
| 18 | Virtus Westchester Credit Event Fund · WCFIX, WCFRX diff. adviser | 5% | 1.58% | Virtus Investment Advisers, LLC |
| 19 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 4% | 0.40% | SSGA Funds Management, Inc. |
| 20 | High-Yield Fund · ABHIX, AHYVX, ACYIX, AHDCX, AHYRX, AHYDX, AHYHX, AHYLX cheaper diff. adviser | 4% | 0.45% | American Century Investment Management, Inc. |
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