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 2028 Term High Yield and Income ETF · IBHH cheaper | 39% | 0.35% | BlackRock Fund Advisors |
| 2 | Invesco BulletShares 2028 High Yield Corporate Bond ETF · BSJS | 32% | 0.42% | Invesco Capital Management LLC |
| 3 | Greenspring Income Opportunities Fund · GRIOX | 15% | 0.85% | Corbyn Investment Management |
| 4 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX | 14% | 0.51% | Allspring Funds Management, LLC |
| 5 | Columbia Short Duration High Yield ETF · HYSD | 13% | 0.44% | Columbia Management Investment Advisers, LLC |
| 6 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA | 13% | 0.39% | — |
| 7 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK | 11% | 0.40% | SSGA Funds Management, Inc. |
| 8 | Invesco High Yield Bond Factor ETF · GTOQ | 10% | 0.39% | Invesco Capital Management LLC |
| 9 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX | 10% | 0.69% | New York Life Investment Management LLC |
| 10 | PGIM Short Duration High Yield ETF · PSH | 10% | 0.45% | PGIM INVESTMENTS LLC |
| 11 | NVIT Loomis Short Term High Yield Fund | 10% | 0.87% | Nationwide Fund Advisors |
| 12 | Systematic High Yield Bond Series · MSYZX, MSHIX, MSYSX, MSHWX cheaper | 9% | 0.11% | Manning & Napier Advisors, LLC |
| 13 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX | 9% | 0.65% | Eaton Vance Management |
| 14 | AVIP High Income Bond Portfolio | 9% | 0.86% | CONSTELLATION INVESTMENTS INC |
| 15 | iShares 0-5 Year High Yield Corporate Bond ETF · SHYG cheaper | 9% | 0.30% | BlackRock Fund Advisors |
| 16 | BondBloxx CCC Rated USD High Yield Corporate Bond ETF · XCCC | 9% | 0.40% | BondBloxx Investment Management Corporation |
| 17 | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund · HYS | 8% | 0.56% | Pacific Investment Management Company LLC |
| 18 | Muzinich Flexible U.S. High Yield Income Fund · MZHRX, MZHIX, MZHSX | 8% | 0.58% | Muzinich & Co., Inc. |
| 19 | BondBloxx USD High Yield Bond Industrial Sector ETF · XHYI cheaper | 8% | 0.35% | BondBloxx Investment Management Corporation |
| 20 | State Street(R) My2029 High Yield Corporate Bond ETF · MYHC | 8% | 0.39% | — |
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