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 | Putnam VT High Yield Fund diff. adviser | 63% | 0.73% | Franklin Advisers, Inc. |
| 2 | Putnam High Yield Fund · PHYIX, PHYBX, PHYMX diff. adviser | 60% | 0.63% | Franklin Advisers, Inc. |
| 3 | Putnam ESG High Yield ETF cheaper diff. adviser | 52% | 0.55% | Franklin Advisers, Inc. |
| 4 | Franklin High Income Fund · FHAIX, FCHIX, FVHIX, FHIRX, FHRRX, FHQRX cheaper diff. adviser | 44% | 0.51% | Franklin Advisers, Inc. |
| 5 | Franklin High Yield Corporate ETF · FLHY cheaper diff. adviser | 39% | 0.40% | Franklin Advisers, Inc. |
| 6 | Venerable High Yield Fund · VHYVX, VHYIX diff. adviser | 39% | 0.72% | Venerable Investment Advisers, LLC |
| 7 | Franklin Universal Trust | 30% | — | — |
| 8 | Franklin Limited Duration Income Trust | 24% | — | — |
| 9 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 23% | 0.40% | SSGA Funds Management, Inc. |
| 10 | Pacer Trendpilot US Bond ETF · PTBD diff. adviser | 22% | 0.60% | Pacer Advisors, Inc. |
| 11 | High Income Fund · AHIVX, AHIIX, NPHIX, AHIAX, AHIEX, AHIDX, ACHFX cheaper diff. adviser | 21% | 0.00% | American Century Investment Management, Inc. |
| 12 | Columbia Variable Portfolio - High Yield Bond Fund diff. adviser | 20% | 0.64% | Columbia Management Investment Advisers, LLC |
| 13 | Putnam Convertible Securities Fund · PCONX, PCNBX, PCVRX, PCGYX diff. adviser | 20% | 0.68% | Putnam Investment Management, LLC |
| 14 | BlackRock High Yield Portfolio cheaper diff. adviser | 20% | 0.51% | BlackRock Advisors, LLC |
| 15 | BlackRock Corporate High Yield Fund, Inc. | 20% | — | — |
| 16 | BlackRock High Yield V.I. Fund cheaper diff. adviser | 20% | 0.54% | BlackRock Advisors, LLC |
| 17 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 20% | 0.05% | SSGA Funds Management, Inc. |
| 18 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper diff. adviser | 20% | 0.05% | DBX Advisors LLC |
| 19 | Multi-Manager High Yield Opportunity Fund · NMHYX diff. adviser | 20% | 0.69% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF · CWB cheaper diff. adviser | 20% | 0.40% | SSGA Funds Management, Inc. |
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