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 | RBC BlueBay Credit Opportunities Fund · RORIX, RCRSX, RCOAX | 32% | 0.49% | — |
| 2 | Columbia Variable Portfolio - High Yield Bond Fund diff. adviser | 18% | 0.64% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Variable Portfolio - Income Opportunities Fund diff. adviser | 17% | 0.64% | Columbia Management Investment Advisers, LLC |
| 4 | MFS High Yield Portfolio diff. adviser | 16% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS High Yield Pooled Portfolio · HYPPX cheaper diff. adviser | 16% | 0.03% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS High Income Fund · MHITX, MHIJX, MHIBX, MHICX, MHIIX, MHIGX, MIHRX, MHIHX, MHIKX diff. adviser | 16% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | Columbia High Yield Bond Fund · INEAX, APECX, CHBRX, RSHRX, CHYZX, CHYYX, CHYEX diff. adviser | 16% | 0.62% | Columbia Management Investment Advisers, LLC |
| 8 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 15% | 0.40% | SSGA Funds Management, Inc. |
| 9 | ProShares High Yield-Interest Rate Hedged · HYHG diff. adviser | 15% | 0.50% | PROSHARE ADVISORS LLC |
| 10 | NYLI MacKay High Income ETF · IQHI cheaper diff. adviser | 15% | 0.41% | New York Life Investment Management LLC |
| 11 | Pacer Trendpilot US Bond ETF · PTBD diff. adviser | 15% | 0.60% | Pacer Advisors, Inc. |
| 12 | BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF · XHYT cheaper diff. adviser | 15% | 0.35% | BondBloxx Investment Management Corporation |
| 13 | High Yield Bond Portfolio cheaper diff. adviser | 15% | 0.46% | Mason Street Advisors, LLC |
| 14 | Xtrackers High Beta High Yield Bond ETF · HYUP cheaper diff. adviser | 15% | 0.20% | DBX Advisors LLC |
| 15 | BNY Mellon High Yield Strategies Fund | 15% | — | — |
| 16 | High Yield Bond Core Fund diff. adviser | 15% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 17 | MFS INTERMEDIATE HIGH INCOME FUND | 14% | — | — |
| 18 | Columbia Income Opportunities Fund · AIOAX, RIOCX, CIOYX, CIOZX, CEPRX, CIODX diff. adviser | 14% | 0.59% | Columbia Management Investment Advisers, LLC |
| 19 | BNY Mellon High Yield Fund · DPLTX, PTHIX, DLHRX diff. adviser | 14% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 20 | Federated Hermes Sustainable High Yield Bond Fund, Inc. · FHIIX, FHICX, FHBRX, FHISX diff. adviser | 14% | 0.64% | Federated Advisory Services Company, Federated Investment Management Company |
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