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 | Columbia Variable Portfolio - Income Opportunities Fund cheaper diff. adviser | 16% | 0.64% | Columbia Management Investment Advisers, LLC |
| 2 | THRIVENT HIGH YIELD PORTFOLIO cheaper diff. adviser | 16% | 0.46% | Thrivent Financial for Lutherans |
| 3 | NYLI MacKay High Income ETF · IQHI cheaper diff. adviser | 15% | 0.41% | New York Life Investment Management LLC |
| 4 | Putnam VT High Yield Fund diff. adviser | 15% | 0.73% | Franklin Advisers, Inc. |
| 5 | BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF · XHYT cheaper diff. adviser | 15% | 0.35% | BondBloxx Investment Management Corporation |
| 6 | ProShares High Yield-Interest Rate Hedged · HYHG cheaper diff. adviser | 15% | 0.50% | PROSHARE ADVISORS LLC |
| 7 | Columbia Variable Portfolio - High Yield Bond Fund cheaper diff. adviser | 15% | 0.64% | Columbia Management Investment Advisers, LLC |
| 8 | Nuveen High Yield Fund · TIYRX, TIHRX, TIHYX, TIHPX, TIHHX, TIHWX cheaper diff. adviser | 15% | 0.00% | Teachers Advisors, LLC |
| 9 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 15% | 0.40% | SSGA Funds Management, Inc. |
| 10 | Pacer Trendpilot US Bond ETF · PTBD cheaper diff. adviser | 15% | 0.60% | Pacer Advisors, Inc. |
| 11 | THRIVENT HIGH YIELD FUND · LBHYX, LBHIX cheaper diff. adviser | 15% | 0.54% | Thrivent Asset Management, LLC |
| 12 | LVIP Nomura High Yield Fund diff. adviser | 14% | 0.74% | Lincoln Financial Investments Corporation |
| 13 | John Hancock High Yield ETF · JHHY cheaper diff. adviser | 14% | 0.52% | John Hancock Investment Management LLC |
| 14 | Global Atlantic BlackRock High Yield Portfolio cheaper diff. adviser | 14% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 15 | Calvert High Yield Bond Fund · CYBAX, CHBCX, CYBIX, CYBRX diff. adviser | 14% | 0.71% | Calvert Research and Management |
| 16 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 14% | 0.46% | Columbia Management Investment Advisers, LLC |
| 17 | Columbia Income Opportunities Fund · AIOAX, RIOCX, CIOYX, CIOZX, CEPRX, CIODX cheaper diff. adviser | 14% | 0.59% | Columbia Management Investment Advisers, LLC |
| 18 | Putnam High Yield Fund · PHYIX, PHYBX, PHYMX cheaper diff. adviser | 14% | 0.63% | Franklin Advisers, Inc. |
| 19 | MFS High Yield Portfolio diff. adviser | 14% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Nuveen High Yield Corporate Bond ETF cheaper | 14% | 0.08% | — |
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