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 | SA PineBridge High-Yield Bond Portfolio diff. adviser | 23% | 0.72% | SunAmerica Asset Management, LLC |
| 2 | High Yield Fund · THYUX diff. adviser | 18% | 0.82% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 3 | Dunham High Yield Bond Fund · DAHYX, DCHYX, DNHYX diff. adviser | 17% | 1.11% | Dunham & Associates Investment Counsel, Inc. |
| 4 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 16% | 0.40% | SSGA Funds Management, Inc. |
| 5 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 15% | 0.05% | SSGA Funds Management, Inc. |
| 6 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 14% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | Core Bond Fund · VCBDX cheaper diff. adviser | 14% | 0.48% | The Variable Annuity Life Insurance Company |
| 8 | THRIVENT HIGH YIELD PORTFOLIO cheaper diff. adviser | 11% | 0.46% | Thrivent Financial for Lutherans |
| 9 | THRIVENT HIGH YIELD FUND · LBHYX, LBHIX cheaper diff. adviser | 11% | 0.54% | Thrivent Asset Management, LLC |
| 10 | Nuveen High Yield Corporate Bond ETF cheaper | 11% | 0.08% | — |
| 11 | Neuberger Berman Flexible Credit Income ETF · NBFC cheaper diff. adviser | 11% | 0.40% | Neuberger Berman Investment Advisers LLC |
| 12 | State Street(R) Blackstone High Income ETF · HYBL diff. adviser | 11% | 0.70% | SSGA Funds Management, Inc. |
| 13 | Credit Suisse Strategic Income Fund · CSOAX, CSOCX, CSOIX diff. adviser | 11% | 0.79% | UBS Asset Management (Americas) LLC |
| 14 | Pacer Trendpilot US Bond ETF · PTBD cheaper diff. adviser | 10% | 0.60% | Pacer Advisors, Inc. |
| 15 | PD High Yield Bond Market Portfolio cheaper diff. adviser | 10% | 0.28% | Pacific Life Fund Advisors LLC |
| 16 | High Income Fund · AHIVX, AHIIX, NPHIX, AHIAX, AHIEX, AHIDX, ACHFX cheaper diff. adviser | 10% | 0.00% | American Century Investment Management, Inc. |
| 17 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF · BBHY cheaper diff. adviser | 10% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 18 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 10% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 19 | Diversified Income Fund · PGDIX, PGBAX, PGDCX, PGBLX diff. adviser | 10% | 0.73% | Principal Global Investors, LLC |
| 20 | Dunham Floating Rate Bond Fund · DAFRX, DCFRX, DNFRX diff. adviser | 10% | 1.09% | Dunham & Associates Investment Counsel, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.