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 | Virtus Seix High Yield Fund · HYPSX, SAMHX, HYIZX | 31% | 0.53% | Virtus Investment Advisers, LLC |
| 2 | F/m High Yield 100 ETF · ZTOP | 14% | 0.39% | — |
| 3 | BrandywineGLOBAL - CORPORATE CREDIT FUND · BCGIX, BGGCX, BGISX, BCAAX diff. adviser | 11% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | BrandywineGLOBAL - HIGH YIELD FUND · BGHCX, BGHIX, BGHSX, BGHAX diff. adviser | 11% | 0.54% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Putnam ESG High Yield ETF diff. adviser | 10% | 0.55% | Franklin Advisers, Inc. |
| 6 | First Trust Tactical High Yield ETF · HYLS diff. adviser | 10% | 0.69% | First Trust Advisors L.P. |
| 7 | Global Atlantic BlackRock High Yield Portfolio diff. adviser | 10% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 8 | Eaton Vance High Yield ETF · EVHY | 10% | 0.48% | — |
| 9 | MFS High Yield Portfolio diff. adviser | 10% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Hotchkis and Wiley High Yield Fund · HWHAX, HWHIX, HWHZX diff. adviser | 10% | 0.60% | Hotchkis and Wiley Capital Management, LLC |
| 11 | Goldman Sachs Short Duration High Yield Fund · GSAUX, GSAVX, GSAWX, GSAYX, GSSAX, GMUPX diff. adviser | 10% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 12 | MFS High Yield Pooled Portfolio · HYPPX diff. adviser | 10% | 0.03% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | MFS High Income Fund · MHITX, MHIJX, MHIBX, MHICX, MHIIX, MHIGX, MIHRX, MHIHX, MHIKX diff. adviser | 9% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | BondBloxx USD High Yield Bond Energy Sector ETF · XHYE diff. adviser | 9% | 0.35% | BondBloxx Investment Management Corporation |
| 15 | MFS INTERMEDIATE HIGH INCOME FUND | 9% | — | — |
| 16 | BondBloxx BB Rated USD High Yield Corporate Bond ETF · XBB diff. adviser | 9% | 0.20% | BondBloxx Investment Management Corporation |
| 17 | Xtrackers Low Beta High Yield Bond ETF · HYDW diff. adviser | 9% | 0.20% | DBX Advisors LLC |
| 18 | Voya High Yield Portfolio · IPYSX, IPYAX, IPIMX, IPHYX diff. adviser | 9% | 0.48% | Voya Investments, LLC |
| 19 | Fidelity Focused High Income Fund · FHIFX diff. adviser | 9% | 0.75% | Fidelity Management & Research Company LLC |
| 20 | Voya High Yield Bond Fund · IHYAX, IMYCX, IHYIX, IHYWX, IRSTX, VHYRX diff. adviser | 9% | 0.00% | Voya Investments, LLC |
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