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 | Invesco BulletShares 2027 High Yield Corporate Bond ETF · BSJR diff. adviser | 57% | 0.42% | Invesco Capital Management LLC |
| 2 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA | 52% | 0.39% | — |
| 3 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX diff. adviser | 15% | 0.65% | Eaton Vance Management |
| 4 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX diff. adviser | 15% | 0.51% | Allspring Funds Management, LLC |
| 5 | iShares 0-5 Year High Yield Corporate Bond ETF · SHYG cheaper | 13% | 0.30% | BlackRock Fund Advisors |
| 6 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 13% | 0.65% | — |
| 7 | PGIM Short Duration High Yield ETF · PSH diff. adviser | 12% | 0.45% | PGIM INVESTMENTS LLC |
| 8 | Carillon Chartwell Short Duration High Yield Fund · CWFIX, CWFRX, CWFCX, CWFAX diff. adviser | 11% | 0.39% | Carillon Tower Advisers, Inc. |
| 9 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX diff. adviser | 11% | 0.69% | New York Life Investment Management LLC |
| 10 | PGIM Short Duration High Yield Income Fund · HYSAX, HYSCX, HYSZX, HYSQX diff. adviser | 11% | 0.70% | PGIM INVESTMENTS LLC |
| 11 | PGIM Short Duration High Yield Opportunities Fund | 11% | — | — |
| 12 | iShares ESG Advanced High Yield Corporate Bond ETF · HYXF | 10% | 0.35% | BlackRock Fund Advisors |
| 13 | NVIT Loomis Short Term High Yield Fund diff. adviser | 10% | 0.87% | Nationwide Fund Advisors |
| 14 | iShares Broad USD High Yield Corporate Bond ETF · USHY cheaper | 9% | 0.08% | BlackRock Fund Advisors |
| 15 | BondBloxx USD High Yield Bond Financial & REIT Sector ETF · XHYF diff. adviser | 9% | 0.35% | BondBloxx Investment Management Corporation |
| 16 | BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF · XHYC diff. adviser | 9% | 0.35% | BondBloxx Investment Management Corporation |
| 17 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 9% | 0.20% | DBX Advisors LLC |
| 18 | iShares iBoxx $ High Yield Corporate Bond ETF · HYG | 9% | 0.49% | BlackRock Fund Advisors |
| 19 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 9% | 0.20% | DBX Advisors LLC |
| 20 | iShares BB Rated Corporate Bond ETF · HYBB cheaper | 9% | 0.25% | BlackRock Fund Advisors |
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