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 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper diff. adviser | 18% | 0.00% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles High Income Fund · NEFHX, NEHCX, NEHYX, LSHNX, NEHTX cheaper diff. adviser | 18% | 0.65% | Natixis Advisors, LLC |
| 3 | Loomis Sayles Institutional High Income Fund · LSHIX cheaper diff. adviser | 18% | 0.73% | Loomis, Sayles & Company, L.P. |
| 4 | iShares iBonds 2028 Term High Yield and Income ETF · IBHH cheaper diff. adviser | 11% | 0.35% | BlackRock Fund Advisors |
| 5 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper diff. adviser | 10% | 0.35% | BlackRock Fund Advisors |
| 6 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB cheaper | 10% | 0.39% | — |
| 7 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA cheaper | 9% | 0.39% | — |
| 8 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX cheaper diff. adviser | 9% | 0.65% | Eaton Vance Management |
| 9 | Columbia Short Duration High Yield ETF · HYSD cheaper diff. adviser | 9% | 0.44% | Columbia Management Investment Advisers, LLC |
| 10 | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund · HYS cheaper diff. adviser | 9% | 0.56% | Pacific Investment Management Company LLC |
| 11 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 8% | 0.20% | DBX Advisors LLC |
| 12 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX cheaper | 8% | 0.65% | — |
| 13 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK cheaper diff. adviser | 8% | 0.40% | SSGA Funds Management, Inc. |
| 14 | Invesco BulletShares 2028 High Yield Corporate Bond ETF · BSJS cheaper diff. adviser | 8% | 0.42% | Invesco Capital Management LLC |
| 15 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX cheaper diff. adviser | 8% | 0.69% | New York Life Investment Management LLC |
| 16 | Invesco BulletShares 2027 High Yield Corporate Bond ETF · BSJR cheaper diff. adviser | 8% | 0.42% | Invesco Capital Management LLC |
| 17 | Carillon Chartwell Short Duration High Yield Fund · CWFIX, CWFRX, CWFCX, CWFAX cheaper diff. adviser | 8% | 0.39% | Carillon Tower Advisers, Inc. |
| 18 | PGIM Short Duration High Yield ETF · PSH cheaper diff. adviser | 7% | 0.45% | PGIM INVESTMENTS LLC |
| 19 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 7% | 0.20% | DBX Advisors LLC |
| 20 | AB Short Duration High Yield ETF · SYFI cheaper diff. adviser | 7% | 0.40% | AllianceBernstein L.P. |
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