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 | Voya High Yield Portfolio · IPYSX, IPYAX, IPIMX, IPHYX | 97% | 0.48% | Voya Investments, LLC |
| 2 | Virtus Convertible & Income Fund | 32% | — | — |
| 3 | Virtus Convertible & Income Fund II | 31% | — | — |
| 4 | Voya Global Income & Growth Fund · VYGNX, VYGPX, VYGLX, VYGKX, VYGJX | 29% | 0.85% | Voya Investments, LLC |
| 5 | Virtus Income & Growth Fund · AZNAX, AZNCX, AZNIX diff. adviser | 25% | 0.90% | Virtus Investment Advisers, LLC |
| 6 | Voya VACS Series HYB Fund · VVITX | 20% | 0.13% | Voya Investments, LLC |
| 7 | Invesco BulletShares 2033 High Yield Corporate Bond ETF diff. adviser | 18% | 0.42% | Invesco Capital Management LLC |
| 8 | Virtus Diversified Income & Convertible Fund | 16% | — | — |
| 9 | ProShares High Yield-Interest Rate Hedged · HYHG diff. adviser | 15% | 0.50% | PROSHARE ADVISORS LLC |
| 10 | Penn Series High Yield Bond Fund diff. adviser | 14% | 0.74% | Penn Mutual Asset Management, LLC |
| 11 | Franklin High Yield Corporate ETF · FLHY diff. adviser | 13% | 0.40% | Franklin Advisers, Inc. |
| 12 | BlackRock High Yield Portfolio diff. adviser | 13% | 0.51% | BlackRock Advisors, LLC |
| 13 | Nomura VIP High Income Series diff. adviser | 13% | 0.72% | Macquarie Investment Management Business Trust |
| 14 | Columbia Variable Portfolio - Income Opportunities Fund diff. adviser | 13% | 0.64% | Columbia Management Investment Advisers, LLC |
| 15 | Venerable High Yield Fund · VHYVX, VHYIX diff. adviser | 12% | 0.72% | Venerable Investment Advisers, LLC |
| 16 | First Trust Tactical High Yield ETF · HYLS diff. adviser | 12% | 0.69% | First Trust Advisors L.P. |
| 17 | F/m High Yield 100 ETF · ZTOP | 12% | 0.39% | — |
| 18 | Columbia U.S. High Yield ETF · NJNK diff. adviser | 12% | 0.46% | Columbia Management Investment Advisers, LLC |
| 19 | SA PineBridge High-Yield Bond Portfolio diff. adviser | 12% | 0.72% | SunAmerica Asset Management, LLC |
| 20 | Angel Oak High Yield Opportunities ETF · AOHY diff. adviser | 12% | 0.56% | Angel Oak Capital Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.