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 | GMO Systematic Investment Grade Credit ETF · INVG cheaper diff. adviser | 8% | 0.25% | Grantham Mayo van Otterloo & Co LLC |
| 2 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 5% | 0.19% | BondBloxx Investment Management Corporation |
| 3 | iShares Investment Grade Systematic Bond ETF · IGEB cheaper diff. adviser | 4% | 0.18% | BlackRock Fund Advisors |
| 4 | Pacer Trendpilot US Bond ETF · PTBD | 4% | 0.60% | Pacer Advisors, Inc. |
| 5 | WisdomTree U.S. High Yield Corporate Bond Fund · QHY cheaper diff. adviser | 4% | 0.38% | WisdomTree Asset Management, Inc. |
| 6 | WisdomTree Interest Rate Hedged High Yield Bond Fund · HYZD cheaper diff. adviser | 4% | 0.43% | WisdomTree Asset Management, Inc. |
| 7 | VanEck Moody's Analytics BBB Corporate Bond ETF · MBBB cheaper diff. adviser | 4% | 0.25% | Van Eck Associates Corporation |
| 8 | BNY Mellon Corporate Bond Fund · BYMMX, BYMIX diff. adviser | 4% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 9 | Fidelity Sustainable High Yield ETF · FSYD diff. adviser | 4% | 0.55% | Fidelity Management & Research Company LLC |
| 10 | Ambrus Core Bond Fund · TTRYX, TTRBX diff. adviser | 4% | 0.51% | Whittier Advisors, LLC |
| 11 | BondBloxx USD High Yield Bond Healthcare Sector ETF · XHYH cheaper diff. adviser | 3% | 0.35% | BondBloxx Investment Management Corporation |
| 12 | Franklin Templeton SMACS Series I cheaper diff. adviser | 3% | 0.00% | Franklin Advisers, Inc. |
| 13 | FlexShares Credit-Scored US Long Corporate Bond Index Fund · LKOR cheaper diff. adviser | 3% | 0.15% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Thompson Bond Fund · THOPX diff. adviser | 3% | 0.73% | Thompson Investment Management, Inc. |
| 15 | Nuveen High Yield Managed Accounts Portfolio · NMYHX cheaper | 3% | 0.00% | — |
| 16 | Nuveen High Yield Fund · TIYRX, TIHRX, TIHYX, TIHPX, TIHHX, TIHWX cheaper diff. adviser | 3% | 0.00% | Teachers Advisors, LLC |
| 17 | FIS Bright Portfolios Core Bond ETF · BRIB | 3% | 0.49% | — |
| 18 | Vident U.S. Bond Strategy ETF · VBND cheaper diff. adviser | 3% | 0.41% | Vident Asset Management |
| 19 | Hotchkis and Wiley High Yield Fund · HWHAX, HWHIX, HWHZX diff. adviser | 3% | 0.60% | Hotchkis and Wiley Capital Management, LLC |
| 20 | Federated Hermes Institutional High Yield Bond Fund · FIHBX, FIHLX, FIHAX, FIHCX diff. adviser | 3% | 0.49% | Federated Advisory Services Company, Federated Investment Management Company |
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