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 | Invesco BulletShares 2030 High Yield Corporate Bond ETF | 37% | 0.42% | Invesco Capital Management LLC |
| 2 | iShares iBonds 2030 Term High Yield and Income ETF · IBHJ cheaper | 37% | 0.35% | BlackRock Fund Advisors |
| 3 | Lord Abbett Short Duration High Yield Fund · LSYUX, LSYTX, LSYSX, LSYQX, LSYAX, LSYIX, LSYNX, LSYFX, LSYCX cheaper | 13% | 0.38% | Lord, Abbett & Co. LLC |
| 4 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK | 13% | 0.40% | SSGA Funds Management, Inc. |
| 5 | High-Yield Fund · ABHIX, AHYVX, ACYIX, AHDCX, AHYRX, AHYDX, AHYHX, AHYLX | 12% | 0.45% | American Century Investment Management, Inc. |
| 6 | iShares 0-5 Year High Yield Corporate Bond ETF · SHYG cheaper | 11% | 0.30% | BlackRock Fund Advisors |
| 7 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper | 11% | 0.20% | DBX Advisors LLC |
| 8 | Federated Hermes Short Duration High Yield ETF · FHYS | 11% | 0.50% | Federated Advisory Services Company, Federated Investment Management Company |
| 9 | Systematic High Yield Bond Series · MSYZX, MSHIX, MSYSX, MSHWX cheaper | 11% | 0.11% | Manning & Napier Advisors, LLC |
| 10 | State Street(R) My2031 High Yield Corporate Bond ETF · MYHE | 10% | 0.39% | — |
| 11 | John Hancock High Yield ETF · JHHY | 10% | 0.52% | John Hancock Investment Management LLC |
| 12 | FlexShares High Yield Value - Scored Bond Index Fund · HYGV cheaper | 9% | 0.37% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | MFS INTERMEDIATE HIGH INCOME FUND | 9% | — | — |
| 14 | MFS High Yield Portfolio | 9% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund · HYS | 9% | 0.56% | Pacific Investment Management Company LLC |
| 16 | Eaton Vance High Yield ETF · EVHY | 9% | 0.48% | — |
| 17 | BondBloxx USD High Yield Bond Financial & REIT Sector ETF · XHYF cheaper | 9% | 0.35% | BondBloxx Investment Management Corporation |
| 18 | BondBloxx CCC Rated USD High Yield Corporate Bond ETF · XCCC | 9% | 0.40% | BondBloxx Investment Management Corporation |
| 19 | Global Atlantic BlackRock High Yield Portfolio | 9% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 20 | Multi-Manager High Yield Bond Fund · MMHGX | 9% | 0.44% | Goldman Sachs Asset Management, L.P. |
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