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 | BrandywineGLOBAL - HIGH YIELD FUND · BGHCX, BGHIX, BGHSX, BGHAX | 85% | 0.54% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | BrandywineGLOBAL - Multi-Sector Opportunities Fund · LROAX, LBAFX, LBARX, LROIX, LROSX, LAOCX | 28% | 0.76% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Virtus Seix High Yield Fund · HYPSX, SAMHX, HYIZX diff. adviser | 18% | 0.53% | Virtus Investment Advisers, LLC |
| 4 | Goldman Sachs High Yield Fund · GSHIX, GSHSX, GSHAX, GSHCX, GSHRX, GSHTX, GSHUX, GGMPX diff. adviser | 14% | 0.67% | Goldman Sachs Asset Management, L.P. |
| 5 | BrandywineGLOBAL-Global Income Opportunities Fund Inc | 13% | — | — |
| 6 | BrandywineGLOBAL - Flexible Bond Fund · LFLAX, LFLCX, LFLIX, LFLSX | 11% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Virtus Seix High Yield MACS · VMAKX cheaper diff. adviser | 11% | 0.00% | Virtus Investment Advisers, LLC |
| 8 | Invesco BulletShares 2026 High Yield Corporate Bond ETF · BSJQ cheaper diff. adviser | 9% | 0.43% | Invesco Capital Management LLC |
| 9 | BondBloxx USD High Yield Bond Financial & REIT Sector ETF · XHYF cheaper diff. adviser | 8% | 0.35% | BondBloxx Investment Management Corporation |
| 10 | First Trust High Yield Opportunities 2027 Term Fund | 8% | — | — |
| 11 | First Trust Tactical High Yield ETF · HYLS diff. adviser | 8% | 0.69% | First Trust Advisors L.P. |
| 12 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 8% | 0.65% | — |
| 13 | First Trust Short Duration High Income Fund · FDHAX, FDHCX, FDHIX diff. adviser | 8% | 1.00% | First Trust Advisors L.P. |
| 14 | Goldman Sachs Short Duration High Yield Fund · GSAUX, GSAVX, GSAWX, GSAYX, GSSAX, GMUPX diff. adviser | 8% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 15 | Greenspring Income Opportunities Fund · GRIOX diff. adviser | 8% | 0.85% | Corbyn Investment Management |
| 16 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper diff. adviser | 7% | 0.00% | Loomis, Sayles & Company, L.P. |
| 17 | Harbor Scientific Alpha High-Yield ETF · SIHY cheaper diff. adviser | 7% | 0.48% | Harbor Capital Advisors, Inc. |
| 18 | Guggenheim High Yield Fund · SHYIX, SIHAX, SIHSX, SHYSX, SIHPX diff. adviser | 7% | 0.66% | Guggenheim Partners Investment Management, LLC |
| 19 | Global Atlantic BlackRock High Yield Portfolio diff. adviser | 7% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 20 | Franklin High Yield Corporate ETF · FLHY cheaper diff. adviser | 7% | 0.40% | Franklin Advisers, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.