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 | Greenspring Income Opportunities Fund · GRIOX diff. adviser | 15% | 0.85% | Corbyn Investment Management |
| 2 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX cheaper diff. adviser | 14% | 0.51% | Allspring Funds Management, LLC |
| 3 | Virtus Newfleet Short Duration High Yield Bond ETF · VSHY cheaper diff. adviser | 11% | 0.39% | Virtus Investment Advisers, LLC |
| 4 | Virtus Newfleet Short Duration High Income Fund · ASHAX, ASHCX, ASHIX, ASHSX diff. adviser | 10% | 0.55% | Virtus Investment Advisers, LLC |
| 5 | iShares iBonds 2028 Term High Yield and Income ETF · IBHH cheaper diff. adviser | 9% | 0.35% | BlackRock Fund Advisors |
| 6 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 9% | 0.65% | — |
| 7 | PGIM Short Duration High Yield ETF · PSH cheaper diff. adviser | 8% | 0.45% | PGIM INVESTMENTS LLC |
| 8 | Voya Short Duration High Income Fund · VVJCX, VVJDX, VVJBX, VVJGX, VVJWX diff. adviser | 8% | 0.56% | Voya Investments, LLC |
| 9 | PGIM Active High Yield Bond ETF · PHYL cheaper diff. adviser | 8% | 0.39% | PGIM INVESTMENTS LLC |
| 10 | PGIM Short Duration High Yield Opportunities Fund | 8% | — | — |
| 11 | PGIM Short Duration High Yield Income Fund · HYSAX, HYSCX, HYSZX, HYSQX diff. adviser | 8% | 0.70% | PGIM INVESTMENTS LLC |
| 12 | Invesco BulletShares 2028 High Yield Corporate Bond ETF · BSJS cheaper diff. adviser | 8% | 0.42% | Invesco Capital Management LLC |
| 13 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA cheaper | 7% | 0.39% | — |
| 14 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper diff. adviser | 7% | 0.35% | BlackRock Fund Advisors |
| 15 | Columbia Short Duration High Yield ETF · HYSD cheaper diff. adviser | 7% | 0.44% | Columbia Management Investment Advisers, LLC |
| 16 | Invesco BulletShares 2030 High Yield Corporate Bond ETF cheaper diff. adviser | 7% | 0.42% | Invesco Capital Management LLC |
| 17 | NVIT Loomis Short Term High Yield Fund diff. adviser | 7% | 0.87% | Nationwide Fund Advisors |
| 18 | AB Short Duration High Yield ETF · SYFI cheaper diff. adviser | 7% | 0.40% | AllianceBernstein L.P. |
| 19 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX diff. adviser | 7% | 0.69% | New York Life Investment Management LLC |
| 20 | Touchstone Funds Group Trust-Touchstone High Yield Fund · THYAX, THYCX, THYYX, THIYX | 7% | 0.72% | — |
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