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 | JPMorgan Income ETF · JPIE | 56% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Flexible Debt ETF · JFLX | 21% | 0.45% | — |
| 3 | JPMorgan Income Builder Fund · JNBAX, JNBCX, JNBSX, JNBZX | 21% | 0.52% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Core Plus Bond Fund · HLIPX, ONIAX, OBDCX, JCPUX, JCPZX, JCPPX, JCPQX, JCPYX cheaper | 16% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan High Yield Fund · OHYFX, OHYAX, OGHCX, JHYUX, JYHRX, JHYZX, JRJYX, JRJKX | 15% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Global Bond Opportunities Fund · GBOAX, GBOCX, GBOSX, GBONX | 15% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 7 | LVIP JPMorgan High Yield Fund diff. adviser | 14% | 0.68% | Lincoln Financial Investments Corporation |
| 8 | JPMorgan Unconstrained Debt Fund · JSIAX, JINCX, JSISX, JISZX, JSIRX, JSIMX | 14% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 9 | iShares Broad USD High Yield Corporate Bond ETF · USHY cheaper diff. adviser | 13% | 0.08% | BlackRock Fund Advisors |
| 10 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 13% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | Integrity High Income Fund · IHFAX, IHFCX, IHFIX diff. adviser | 13% | 0.84% | Viking Fund Management, LLC |
| 12 | JPMorgan Core Plus Bond ETF · JCPB cheaper | 13% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 12% | 0.05% | SSGA Funds Management, Inc. |
| 14 | iShares iBoxx $ High Yield Corporate Bond ETF · HYG diff. adviser | 12% | 0.49% | BlackRock Fund Advisors |
| 15 | Nuveen High Yield Corporate Bond ETF cheaper | 12% | 0.08% | — |
| 16 | Xtrackers USD High Yield BB-B ex Financials ETF · BHYB cheaper diff. adviser | 12% | 0.20% | DBX Advisors LLC |
| 17 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper diff. adviser | 12% | 0.05% | DBX Advisors LLC |
| 18 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 12% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 19 | iShares US & Intl High Yield Corp Bond ETF · GHYG diff. adviser | 11% | 0.40% | BlackRock Fund Advisors |
| 20 | SIIT HIGH YIELD BOND FUND · SGYAX diff. adviser | 11% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
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