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 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 9% | 0.06% | Tidal Investments LLC |
| 2 | Atac Us Rotation ETF · RORO diff. adviser | 9% | 1.14% | Tidal Investments LLC |
| 3 | Defiance Next Gen H2 ETF cheaper diff. adviser | 9% | 0.30% | Defiance ETFs LLC |
| 4 | Defiance Hotel, Airline, and Cruise ETF cheaper diff. adviser | 9% | 0.45% | Defiance ETFs LLC |
| 5 | New America High Income Fund Inc | 8% | — | — |
| 6 | Pioneer High Yield VCT Portfolio diff. adviser | 7% | 0.95% | Amundi Asset Management US, Inc. |
| 7 | Pioneer High Yield Fund · TYHRX cheaper diff. adviser | 6% | 0.81% | Amundi Asset Management US, Inc. |
| 8 | Victory High Yield VIP Series cheaper diff. adviser | 6% | 0.93% | Victory Capital Management Inc. |
| 9 | High Yield Fund cheaper | 6% | 0.80% | — |
| 10 | MML High Yield Fund cheaper diff. adviser | 5% | 0.89% | MML Investment Advisers, LLC |
| 11 | AST High Yield Portfolio cheaper diff. adviser | 5% | 0.94% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 12 | Penn Capital Opportunistic High Income Fund · PHYNX, PHYVX cheaper diff. adviser | 4% | 0.72% | Penn Capital Management Company, LLC |
| 13 | BlackRock Sustainable High Yield Bond Fund cheaper diff. adviser | 4% | 0.53% | BlackRock Advisors, LLC |
| 14 | Transamerica High Yield ESG · TAKJX, TAVSX, TAJEX cheaper diff. adviser | 4% | 0.75% | Transamerica Asset Management, Inc. |
| 15 | High Income Fund cheaper diff. adviser | 4% | 0.60% | Principal Global Investors, LLC |
| 16 | BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 3% | — | — |
| 17 | Pioneer Strategic Income Fund cheaper | 2% | 0.59% | — |
| 18 | BrandywineGLOBAL - Alternative Credit Fund · LMAPX, LMAQX, LMAOX, LMANX, LMAMX diff. adviser | 2% | 1.26% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | JNL/Western Asset Global Multi-Sector Bond Fund cheaper diff. adviser | 2% | 0.66% | Jackson National Asset Management, LLC |
| 20 | High Income Fund cheaper diff. adviser | 2% | 0.78% | Madison Asset Management, LLC |
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