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 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 19% | 0.65% | — |
| 2 | iShares iBonds 2028 Term High Yield and Income ETF · IBHH cheaper diff. adviser | 19% | 0.35% | BlackRock Fund Advisors |
| 3 | Columbia Short Duration High Yield ETF · HYSD cheaper diff. adviser | 19% | 0.44% | Columbia Management Investment Advisers, LLC |
| 4 | ALLSPRING INCOME OPPORTUNITIES FUND | 18% | — | — |
| 5 | Allspring High Yield Bond Fund · EKHAX, EKHCX, EKHYX, EKHIX | 18% | 0.53% | Allspring Funds Management, LLC |
| 6 | Invesco BulletShares 2028 High Yield Corporate Bond ETF · BSJS cheaper diff. adviser | 17% | 0.42% | Invesco Capital Management LLC |
| 7 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX diff. adviser | 16% | 0.69% | New York Life Investment Management LLC |
| 8 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 15% | 0.20% | DBX Advisors LLC |
| 9 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper diff. adviser | 15% | 0.35% | BlackRock Fund Advisors |
| 10 | Penn Capital Short Duration High Income Fund · PSHNX diff. adviser | 14% | 0.54% | Penn Capital Management Company, LLC |
| 11 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK cheaper diff. adviser | 14% | 0.40% | SSGA Funds Management, Inc. |
| 12 | ALLSPRING MULTI-SECTOR INCOME FUND | 14% | — | — |
| 13 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB cheaper | 14% | 0.39% | — |
| 14 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 13% | 0.20% | DBX Advisors LLC |
| 15 | PGIM Short Duration High Yield ETF · PSH cheaper diff. adviser | 13% | 0.45% | PGIM INVESTMENTS LLC |
| 16 | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund · HYS diff. adviser | 13% | 0.56% | Pacific Investment Management Company LLC |
| 17 | iShares 0-5 Year High Yield Corporate Bond ETF · SHYG cheaper diff. adviser | 13% | 0.30% | BlackRock Fund Advisors |
| 18 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX diff. adviser | 13% | 0.65% | Eaton Vance Management |
| 19 | Allspring Real Return Portfolio | 12% | — | Allspring Funds Management, LLC |
| 20 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA cheaper | 12% | 0.39% | — |
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