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 Newfleet Short Duration High Income Fund · ASHAX, ASHCX, ASHIX, ASHSX | 66% | 0.55% | Virtus Investment Advisers, LLC |
| 2 | Virtus Newfleet High Yield Fund · PGHCX, PHCHX, PHCIX, VRHYX | 39% | 0.59% | — |
| 3 | Virtus Newfleet High Yield MACS · VMAHX cheaper | 34% | 0.00% | Virtus Investment Advisers, LLC |
| 4 | Eaton Vance High Yield ETF · EVHY | 14% | 0.48% | — |
| 5 | iShares iBonds 2030 Term High Yield and Income ETF · IBHJ cheaper diff. adviser | 14% | 0.35% | BlackRock Fund Advisors |
| 6 | Columbia Short Duration High Yield ETF · HYSD diff. adviser | 13% | 0.44% | Columbia Management Investment Advisers, LLC |
| 7 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 13% | 0.65% | — |
| 8 | ProShares High Yield-Interest Rate Hedged · HYHG diff. adviser | 13% | 0.50% | PROSHARE ADVISORS LLC |
| 9 | BondBloxx B Rated USD High Yield Corporate Bond ETF · XB cheaper diff. adviser | 13% | 0.30% | BondBloxx Investment Management Corporation |
| 10 | Invesco BulletShares 2030 High Yield Corporate Bond ETF diff. adviser | 13% | 0.42% | Invesco Capital Management LLC |
| 11 | Federated Hermes Short Duration High Yield ETF · FHYS diff. adviser | 12% | 0.50% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | Nuveen High Yield Managed Accounts Portfolio · NMYHX cheaper | 12% | 0.00% | — |
| 13 | BlackRock High Yield Portfolio diff. adviser | 12% | 0.51% | BlackRock Advisors, LLC |
| 14 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 12% | 0.20% | DBX Advisors LLC |
| 15 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK diff. adviser | 11% | 0.40% | SSGA Funds Management, Inc. |
| 16 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · SJNK diff. adviser | 11% | 0.40% | SSGA Funds Management, Inc. |
| 17 | Penn Capital Short Duration High Income Fund · PSHNX diff. adviser | 11% | 0.54% | Penn Capital Management Company, LLC |
| 18 | Columbia Variable Portfolio - Income Opportunities Fund diff. adviser | 11% | 0.64% | Columbia Management Investment Advisers, LLC |
| 19 | Columbia Income Opportunities Fund · AIOAX, RIOCX, CIOYX, CIOZX, CEPRX, CIODX diff. adviser | 11% | 0.59% | Columbia Management Investment Advisers, LLC |
| 20 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 11% | 0.20% | DBX Advisors LLC |
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