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 VT High Yield Bond Portfolio diff. adviser | 20% | 0.77% | Equitable Investment Management Group, LLC |
| 2 | Multi-Manager High Yield Opportunity Fund · NMHYX cheaper diff. adviser | 16% | 0.69% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | Finisterre Emerging Markets Total Return Bond Fund · PFUMX | 15% | 0.85% | Principal Global Investors, LLC |
| 4 | Global Multi-Strategy Fund · PMSAX, PSMIX, PGLSX | 15% | 1.33% | Principal Global Investors, LLC |
| 5 | Core Plus Bond Fund · PBMMX, PBMPX, PMSIX, PBMJX, PRBDX cheaper | 13% | 0.49% | Principal Global Investors, LLC |
| 6 | Core Plus Bond Account cheaper | 13% | 0.49% | Principal Global Investors, LLC |
| 7 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 13% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 8 | iShares High Yield Active ETF cheaper diff. adviser | 13% | 0.45% | BlackRock Fund Advisors |
| 9 | Core Bond Fund · VCBDX cheaper diff. adviser | 13% | 0.48% | The Variable Annuity Life Insurance Company |
| 10 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 13% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | BlackRock Corporate High Yield Fund, Inc. | 12% | — | — |
| 12 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 12% | 0.40% | SSGA Funds Management, Inc. |
| 13 | BlackRock High Yield Portfolio cheaper diff. adviser | 12% | 0.48% | BlackRock Advisors, LLC |
| 14 | Pacer Trendpilot US Bond ETF · PTBD cheaper diff. adviser | 12% | 0.60% | Pacer Advisors, Inc. |
| 15 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 12% | 0.46% | Columbia Management Investment Advisers, LLC |
| 16 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF · BBHY cheaper diff. adviser | 12% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 17 | Nuveen High Yield Corporate Bond ETF cheaper | 12% | 0.08% | — |
| 18 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper diff. adviser | 12% | 0.05% | DBX Advisors LLC |
| 19 | Multi-Manager High Yield Bond Fund · MMHGX cheaper diff. adviser | 12% | 0.44% | Goldman Sachs Asset Management, L.P. |
| 20 | BlackRock High Yield V.I. Fund cheaper diff. adviser | 12% | 0.54% | BlackRock Advisors, LLC |
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