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 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper | 52% | 0.35% | BlackRock Fund Advisors |
| 2 | Invesco BulletShares 2027 High Yield Corporate Bond ETF · BSJR | 35% | 0.42% | Invesco Capital Management LLC |
| 3 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB | 13% | 0.39% | — |
| 4 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX | 12% | 0.51% | Allspring Funds Management, LLC |
| 5 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX | 12% | 0.65% | Eaton Vance Management |
| 6 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 11% | 0.65% | — |
| 7 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX | 10% | 0.69% | New York Life Investment Management LLC |
| 8 | RIVERPARK SHORT TERM HIGH YIELD FUND · RPHYX, RPHIX | 10% | 0.96% | RiverPark Advisors, LLC |
| 9 | NVIT Loomis Short Term High Yield Fund | 9% | 0.87% | Nationwide Fund Advisors |
| 10 | SBH QUALITY HIGH YIELD FUND · WTLTX, WILTX | 9% | 0.70% | SEGALL BRYANT AND HAMILL LLC |
| 11 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper | 9% | 0.20% | DBX Advisors LLC |
| 12 | Columbia Short Duration High Yield ETF · HYSD | 9% | 0.44% | Columbia Management Investment Advisers, LLC |
| 13 | Carillon Chartwell Short Duration High Yield Fund · CWFIX, CWFRX, CWFCX, CWFAX | 8% | 0.39% | Carillon Tower Advisers, Inc. |
| 14 | VanEck Fallen Angel High Yield Bond ETF · ANGL cheaper | 8% | 0.25% | Van Eck Associates Corporation |
| 15 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK | 8% | 0.40% | SSGA Funds Management, Inc. |
| 16 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper | 7% | 0.20% | DBX Advisors LLC |
| 17 | Penn Capital Short Duration High Income Fund · PSHNX | 7% | 0.54% | Penn Capital Management Company, LLC |
| 18 | PGIM Short Duration High Yield ETF · PSH | 7% | 0.45% | PGIM INVESTMENTS LLC |
| 19 | iShares 0-5 Year High Yield Corporate Bond ETF · SHYG cheaper | 7% | 0.30% | BlackRock Fund Advisors |
| 20 | iShares iBonds 2028 Term High Yield and Income ETF · IBHH cheaper | 7% | 0.35% | BlackRock Fund Advisors |
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