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 | First Trust High Yield Opportunities 2027 Term Fund | 67% | — | — |
| 2 | First Trust Short Duration High Income Fund · FDHAX, FDHCX, FDHIX | 60% | 1.00% | First Trust Advisors L.P. |
| 3 | BlackRock High Yield Portfolio cheaper diff. adviser | 23% | 0.51% | BlackRock Advisors, LLC |
| 4 | Columbia Variable Portfolio - High Yield Bond Fund cheaper diff. adviser | 23% | 0.64% | Columbia Management Investment Advisers, LLC |
| 5 | ProShares High Yield-Interest Rate Hedged · HYHG cheaper diff. adviser | 23% | 0.50% | PROSHARE ADVISORS LLC |
| 6 | Columbia High Yield Bond Fund · INEAX, APECX, CHBRX, RSHRX, CHYZX, CHYYX, CHYEX cheaper diff. adviser | 22% | 0.62% | Columbia Management Investment Advisers, LLC |
| 7 | BlackRock High Yield V.I. Fund cheaper diff. adviser | 21% | 0.54% | BlackRock Advisors, LLC |
| 8 | Federated Hermes Institutional High Yield Bond Fund · FIHBX, FIHLX, FIHAX, FIHCX cheaper diff. adviser | 21% | 0.49% | Federated Advisory Services Company, Federated Investment Management Company |
| 9 | High Yield Bond Portfolio cheaper diff. adviser | 21% | 0.46% | Mason Street Advisors, LLC |
| 10 | Columbia Variable Portfolio - Income Opportunities Fund cheaper diff. adviser | 21% | 0.64% | Columbia Management Investment Advisers, LLC |
| 11 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 21% | 0.46% | Columbia Management Investment Advisers, LLC |
| 12 | BlackRock Corporate High Yield Fund, Inc. | 21% | — | — |
| 13 | Federated Hermes Sustainable High Yield Bond Fund, Inc. · FHIIX, FHICX, FHBRX, FHISX cheaper diff. adviser | 20% | 0.64% | Federated Advisory Services Company, Federated Investment Management Company |
| 14 | Federated Hermes High Income Bond Fund II diff. adviser | 20% | 0.83% | Federated Advisory Services Company, Federated Investment Management Company |
| 15 | High Yield Bond Core Fund diff. adviser | 20% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 16 | iShares High Yield Active ETF cheaper diff. adviser | 20% | 0.45% | BlackRock Fund Advisors |
| 17 | MFS High Yield Portfolio diff. adviser | 20% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | MFS High Yield Pooled Portfolio · HYPPX cheaper diff. adviser | 20% | 0.03% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Federated Hermes Opportunistic High Yield Bond Fund · FHYTX, FHTIX, FHYAX, FHYCX, FHYLX diff. adviser | 20% | 0.72% | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | MFS High Income Fund · MHITX, MHIJX, MHIBX, MHICX, MHIIX, MHIGX, MIHRX, MHIHX, MHIKX cheaper diff. adviser | 19% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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