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 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper diff. adviser | 11% | 0.35% | BlackRock Fund Advisors |
| 2 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 10% | 0.65% | — |
| 3 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX diff. adviser | 10% | 0.51% | Allspring Funds Management, LLC |
| 4 | PGIM Short Duration High Yield ETF · PSH diff. adviser | 9% | 0.45% | PGIM INVESTMENTS LLC |
| 5 | Columbia Short Duration High Yield ETF · HYSD diff. adviser | 9% | 0.44% | Columbia Management Investment Advisers, LLC |
| 6 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA | 8% | 0.39% | — |
| 7 | Voya Short Duration High Income Fund · VVJCX, VVJDX, VVJBX, VVJGX, VVJWX diff. adviser | 8% | 0.56% | Voya Investments, LLC |
| 8 | Invesco BulletShares 2027 High Yield Corporate Bond ETF · BSJR diff. adviser | 8% | 0.42% | 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 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 8% | 0.20% | DBX Advisors LLC |
| 11 | NVIT Loomis Short Term High Yield Fund diff. adviser | 8% | 0.87% | Nationwide Fund Advisors |
| 12 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 7% | 0.20% | DBX Advisors LLC |
| 13 | iShares iBonds 2029 Term High Yield and Income ETF · IBHI cheaper diff. adviser | 7% | 0.35% | BlackRock Fund Advisors |
| 14 | BondBloxx BB Rated USD High Yield Corporate Bond ETF · XBB cheaper diff. adviser | 7% | 0.20% | BondBloxx Investment Management Corporation |
| 15 | NORTHEAST INVESTORS TRUST · NTHEX | 7% | 1.94% | — |
| 16 | PGIM Short Duration High Yield Opportunities Fund | 7% | — | — |
| 17 | PGIM Short Duration High Yield Income Fund · HYSAX, HYSCX, HYSZX, HYSQX diff. adviser | 7% | 0.70% | PGIM INVESTMENTS LLC |
| 18 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX diff. adviser | 7% | 0.69% | New York Life Investment Management LLC |
| 19 | iShares 0-5 Year High Yield Corporate Bond ETF · SHYG cheaper diff. adviser | 7% | 0.30% | BlackRock Fund Advisors |
| 20 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK diff. adviser | 7% | 0.40% | SSGA Funds Management, Inc. |
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