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 | RIVERPARK SHORT TERM HIGH YIELD FUND · RPHYX, RPHIX cheaper | 8% | 0.96% | RiverPark Advisors, LLC |
| 2 | Carillon Chartwell Short Duration High Yield Fund · CWFIX, CWFRX, CWFCX, CWFAX cheaper | 7% | 0.39% | Carillon Tower Advisers, Inc. |
| 3 | Invesco BulletShares 2026 High Yield Corporate Bond ETF · BSJQ cheaper | 5% | 0.43% | Invesco Capital Management LLC |
| 4 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA cheaper | 5% | 0.39% | — |
| 5 | North Star Bond Fund · NSBDX cheaper | 5% | 1.57% | North Star Investment Management Corp. |
| 6 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper | 4% | 0.35% | BlackRock Fund Advisors |
| 7 | CrossingBridge Low Duration High Income Fund · CBLVX, CBLDX cheaper | 3% | 0.86% | — |
| 8 | Invesco High Yield Select ETF · GTOH cheaper | 3% | 0.48% | Invesco Capital Management LLC |
| 9 | BondBloxx USD High Yield Bond Financial & REIT Sector ETF · XHYF cheaper | 2% | 0.35% | BondBloxx Investment Management Corporation |
| 10 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX cheaper | 2% | 0.51% | Allspring Funds Management, LLC |
| 11 | Invesco High Income Trust II | 2% | — | — |
| 12 | iShares High Yield Systematic Bond ETF · HYDB cheaper | 2% | 0.35% | BlackRock Fund Advisors |
| 13 | CrossingBridge Responsible Credit Fund · CBRDX cheaper | 2% | 0.90% | — |
| 14 | Invesco SMA High Yield Bond Fund cheaper | 2% | 0.00% | Invesco Advisers, Inc. |
| 15 | OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND · OEPIX, OEPSX cheaper | 2% | 1.74% | ProFund Advisors LLC |
| 16 | Obra Defensive High Yield ETF · ODHY cheaper | 2% | 0.50% | — |
| 17 | Invesco High Yield Fund · AMHYX, AHYCX, HYINX, AHIYX, AHHYX, HYIFX cheaper | 2% | 0.62% | Invesco Advisers, Inc. |
| 18 | MFS INTERMEDIATE HIGH INCOME FUND | 2% | — | — |
| 19 | Destinations Low Duration Fixed Income Fund · DLDFX, DLDZX cheaper | 2% | 0.79% | Brinker Capital Investments, LLC |
| 20 | Lazard US High Yield Portfolio · LZHOX, LZHYX, RLCIX cheaper | 2% | 0.57% | Lazard Asset Management LLC |
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