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 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper diff. adviser | 28% | 0.00% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles Institutional High Income Fund · LSHIX cheaper diff. adviser | 27% | 0.73% | Loomis, Sayles & Company, L.P. |
| 3 | Loomis Sayles High Income Fund · NEFHX, NEHCX, NEHYX, LSHNX, NEHTX cheaper diff. adviser | 26% | 0.65% | Natixis Advisors, LLC |
| 4 | VOYA INVESTMENT GRADE CREDIT FUND · VIGTX, VACFX, VIGCX, VIGWX cheaper diff. adviser | 15% | 0.00% | Voya Investments, LLC |
| 5 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX cheaper diff. adviser | 13% | 0.62% | Natixis Advisors, LLC |
| 6 | Pacer Trendpilot US Bond ETF · PTBD cheaper diff. adviser | 12% | 0.60% | Pacer Advisors, Inc. |
| 7 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper diff. adviser | 12% | 0.05% | DBX Advisors LLC |
| 8 | Nuveen High Yield Corporate Bond ETF cheaper | 12% | 0.08% | — |
| 9 | Morningstar Alternatives Fund · MSTVX | 12% | 1.39% | Morningstar Investment Management LLC |
| 10 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 11% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 11 | TCW Emerging Markets Income Fund · TGEIX, TGINX, TGEPX cheaper diff. adviser | 11% | 0.77% | TCW Investment Management Company LLC |
| 12 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF · BBHY cheaper diff. adviser | 11% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 13 | iShares iBoxx $ High Yield Corporate Bond ETF · HYG cheaper diff. adviser | 11% | 0.49% | BlackRock Fund Advisors |
| 14 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | BondBloxx BB Rated USD High Yield Corporate Bond ETF · XBB cheaper diff. adviser | 11% | 0.20% | BondBloxx Investment Management Corporation |
| 16 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 11% | 0.05% | SSGA Funds Management, Inc. |
| 17 | Goldman Sachs Access High Yield Corporate Bond ETF · GHYB cheaper diff. adviser | 11% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 18 | PD High Yield Bond Market Portfolio cheaper diff. adviser | 11% | 0.28% | Pacific Life Fund Advisors LLC |
| 19 | Xtrackers USD High Yield BB-B ex Financials ETF · BHYB cheaper diff. adviser | 11% | 0.20% | DBX Advisors LLC |
| 20 | iShares Broad USD High Yield Corporate Bond ETF · USHY cheaper diff. adviser | 10% | 0.08% | BlackRock Fund Advisors |
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