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 | 1290 Loomis Sayles Multi-Asset Income Fund · TNXAX, TNVDX, TNYRX diff. adviser | 19% | 0.80% | Equitable Investment Management, LLC |
| 2 | State Street(R) Blackstone High Income ETF · HYBL | 16% | 0.70% | SSGA Funds Management, Inc. |
| 3 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper | 12% | 0.05% | SSGA Funds Management, Inc. |
| 4 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK cheaper | 12% | 0.40% | SSGA Funds Management, Inc. |
| 5 | THRIVENT HIGH YIELD FUND · LBHYX, LBHIX cheaper diff. adviser | 12% | 0.54% | Thrivent Asset Management, LLC |
| 6 | Harbor Scientific Alpha High-Yield ETF · SIHY cheaper diff. adviser | 12% | 0.48% | Harbor Capital Advisors, Inc. |
| 7 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper | 12% | 0.40% | SSGA Funds Management, Inc. |
| 8 | THRIVENT HIGH YIELD PORTFOLIO cheaper diff. adviser | 12% | 0.46% | Thrivent Financial for Lutherans |
| 9 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | iShares High Yield Systematic Bond ETF · HYDB cheaper diff. adviser | 12% | 0.35% | BlackRock Fund Advisors |
| 11 | Global Atlantic BlackRock High Yield Portfolio diff. adviser | 11% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 12 | Multi-Manager High Yield Bond Fund · MMHGX cheaper diff. adviser | 11% | 0.44% | Goldman Sachs Asset Management, L.P. |
| 13 | Fidelity Enhanced High Yield ETF · FDHY cheaper diff. adviser | 10% | 0.35% | Fidelity Management & Research Company LLC |
| 14 | High-Yield Fund · ABHIX, AHYVX, ACYIX, AHDCX, AHYRX, AHYDX, AHYHX, AHYLX cheaper diff. adviser | 10% | 0.45% | American Century Investment Management, Inc. |
| 15 | Lord Abbett High Yield Fund · LHYAX, LHYCX, LAHYX, LHYFX, LHYQX, LHYRX, LHYSX, LHYTX, LHYVX, LHYOX diff. adviser | 10% | 0.63% | Lord, Abbett & Co. LLC |
| 16 | LVIP JPMorgan High Yield Fund diff. adviser | 10% | 0.68% | Lincoln Financial Investments Corporation |
| 17 | FlexShares High Yield Value - Scored Bond Index Fund · HYGV cheaper diff. adviser | 10% | 0.37% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | PD High Yield Bond Market Portfolio cheaper diff. adviser | 9% | 0.28% | Pacific Life Fund Advisors LLC |
| 19 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 9% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | Nuveen High Yield Corporate Bond ETF cheaper | 9% | 0.08% | — |
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