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 | Angel Oak Multi-Strategy Income Fund · ANGLX, ANGIX, ANGCX | 34% | 1.39% | Angel Oak Capital Advisors, LLC |
| 2 | Angel Oak Total Return ETF · TRBF cheaper | 13% | 0.44% | — |
| 3 | Angel Oak Mortgage-Backed Securities ETF · MBS cheaper | 13% | 0.49% | Angel Oak Capital Advisors, LLC |
| 4 | Angel Oak Strategic Credit Fund | 13% | — | — |
| 5 | Angel Oak High Yield Opportunities ETF · AOHY cheaper | 12% | 0.56% | Angel Oak Capital Advisors, LLC |
| 6 | THRIVENT HIGH YIELD FUND · LBHYX, LBHIX cheaper diff. adviser | 6% | 0.54% | Thrivent Asset Management, LLC |
| 7 | Nuveen High Yield Corporate Bond ETF cheaper | 6% | 0.08% | — |
| 8 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 6% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 6% | 0.40% | SSGA Funds Management, Inc. |
| 10 | Strive Total Return Bond ETF · STXT cheaper diff. adviser | 6% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 6% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 12 | Multi-Manager High Yield Bond Fund · MMHGX cheaper diff. adviser | 6% | 0.44% | Goldman Sachs Asset Management, L.P. |
| 13 | iShares Broad USD High Yield Corporate Bond ETF · USHY cheaper diff. adviser | 6% | 0.08% | BlackRock Fund Advisors |
| 14 | Angel Oak UltraShort Income ETF · UYLD cheaper | 5% | 0.34% | Angel Oak Capital Advisors, LLC |
| 15 | Angel Oak UltraShort Income Fund · AOUAX, AOUIX, AOUNX cheaper | 5% | 0.35% | Angel Oak Capital Advisors, LLC |
| 16 | PD High Yield Bond Market Portfolio cheaper diff. adviser | 5% | 0.28% | Pacific Life Fund Advisors LLC |
| 17 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 5% | 0.05% | SSGA Funds Management, Inc. |
| 18 | Baird Equity Opportunity Fund · BSVSX, BSVIX diff. adviser | 5% | 1.25% | Robert W. Baird & Co. Incorporated |
| 19 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX diff. adviser | 5% | 1.41% | Westwood Management Corp. |
| 20 | WESTWOOD BROADMARK TACTICAL PLUS FUND · SBTAX, SBTCX, BTPIX, SBTIX diff. adviser | 5% | 1.17% | Salient Advisors, L.P. |
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