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 | First Trust Smith Unconstrained Bond ETF · UCON cheaper diff. adviser | 29% | 0.86% | First Trust Advisors L.P. |
| 2 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX cheaper | 24% | 0.59% | ALPS Advisors, Inc. |
| 3 | ALPS | Smith Core Plus Bond ETF · SMTH cheaper | 22% | 0.59% | ALPS Advisors, Inc. |
| 4 | First Trust Smith Opportunistic Fixed Income ETF · FIXD cheaper diff. adviser | 22% | 0.65% | First Trust Advisors L.P. |
| 5 | SA PineBridge High-Yield Bond Portfolio cheaper diff. adviser | 11% | 0.72% | SunAmerica Asset Management, LLC |
| 6 | Voya High Yield Portfolio · IPYSX, IPYAX, IPIMX, IPHYX cheaper diff. adviser | 9% | 0.48% | Voya Investments, LLC |
| 7 | Voya High Yield Bond Fund · IHYAX, IMYCX, IHYIX, IHYWX, IRSTX, VHYRX cheaper diff. adviser | 9% | 0.00% | Voya Investments, LLC |
| 8 | ProShares High Yield-Interest Rate Hedged · HYHG cheaper diff. adviser | 8% | 0.50% | PROSHARE ADVISORS LLC |
| 9 | Eaton Vance High Yield ETF · EVHY cheaper | 8% | 0.48% | — |
| 10 | Dunham High Yield Bond Fund · DAHYX, DCHYX, DNHYX diff. adviser | 8% | 1.11% | Dunham & Associates Investment Counsel, Inc. |
| 11 | Voya VACS Series HYB Fund · VVITX cheaper diff. adviser | 8% | 0.13% | Voya Investments, LLC |
| 12 | Victory Pioneer High Yield VCT Portfolio diff. adviser | 8% | 0.96% | Victory Capital Management Inc. |
| 13 | BNY Mellon High Yield Strategies Fund | 8% | — | — |
| 14 | PIMCO High Yield Portfolio · VPVHYDV, VPVHYIV, VPVHYVV cheaper diff. adviser | 8% | 0.65% | Pacific Investment Management Company LLC |
| 15 | HIGH INCOME OPPORTUNITIES PORTFOLIO diff. adviser | 8% | — | Boston Management and Research |
| 16 | Penn Series High Yield Bond Fund cheaper diff. adviser | 8% | 0.74% | Penn Mutual Asset Management, LLC |
| 17 | T. Rowe Price Institutional High Yield Fund · TRHYX cheaper diff. adviser | 8% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | Columbia Variable Portfolio - Income Opportunities Fund cheaper diff. adviser | 8% | 0.64% | Columbia Management Investment Advisers, LLC |
| 19 | Franklin High Yield Corporate ETF · FLHY cheaper diff. adviser | 8% | 0.40% | Franklin Advisers, Inc. |
| 20 | Columbia Variable Portfolio - High Yield Bond Fund cheaper diff. adviser | 8% | 0.64% | Columbia Management Investment Advisers, LLC |
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