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 | Columbia Short Duration High Yield ETF · HYSD cheaper diff. adviser | 12% | 0.44% | Columbia Management Investment Advisers, LLC |
| 2 | Shenkman Capital Short Duration High Income Fund · SCFAX, SCFCX, SCFIX, SCFFX, AMVTX | 11% | 0.65% | — |
| 3 | Voya VACS Series HYB Fund · VVITX cheaper | 10% | 0.13% | Voya Investments, LLC |
| 4 | Invesco BulletShares 2030 High Yield Corporate Bond ETF cheaper diff. adviser | 10% | 0.42% | Invesco Capital Management LLC |
| 5 | iShares iBonds 2030 Term High Yield and Income ETF · IBHJ cheaper diff. adviser | 9% | 0.35% | BlackRock Fund Advisors |
| 6 | Federated Hermes Short Duration High Yield ETF · FHYS cheaper diff. adviser | 8% | 0.50% | Federated Advisory Services Company, Federated Investment Management Company |
| 7 | Penn Capital Short Duration High Income Fund · PSHNX cheaper diff. adviser | 8% | 0.54% | Penn Capital Management Company, LLC |
| 8 | BondBloxx USD High Yield Bond Financial & REIT Sector ETF · XHYF cheaper diff. adviser | 8% | 0.35% | BondBloxx Investment Management Corporation |
| 9 | Virtus Newfleet Short Duration High Income Fund · ASHAX, ASHCX, ASHIX, ASHSX cheaper diff. adviser | 8% | 0.55% | Virtus Investment Advisers, LLC |
| 10 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX diff. adviser | 8% | 0.65% | Eaton Vance Management |
| 11 | Carillon Chartwell Short Duration High Yield Fund · CWFIX, CWFRX, CWFCX, CWFAX cheaper diff. adviser | 8% | 0.39% | Carillon Tower Advisers, Inc. |
| 12 | Systematic High Yield Bond Series · MSYZX, MSHIX, MSYSX, MSHWX cheaper diff. adviser | 8% | 0.11% | Manning & Napier Advisors, LLC |
| 13 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB cheaper | 8% | 0.39% | — |
| 14 | Invesco SMA High Yield Bond Fund cheaper diff. adviser | 8% | 0.00% | Invesco Advisers, Inc. |
| 15 | Voya High Yield Bond Fund · IHYAX, IMYCX, IHYIX, IHYWX, IRSTX, VHYRX cheaper | 7% | 0.00% | Voya Investments, LLC |
| 16 | NYLI MacKay Short Duration High Income Fund · MDHAX, MDHCX, MDHIX, MDHVX, MDHEX diff. adviser | 7% | 0.69% | New York Life Investment Management LLC |
| 17 | Voya High Yield Portfolio · IPYSX, IPYAX, IPIMX, IPHYX cheaper | 7% | 0.48% | Voya Investments, LLC |
| 18 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 7% | 0.20% | DBX Advisors LLC |
| 19 | Arena Strategic Income Fund · ACSIX diff. adviser | 7% | 0.78% | Arena Capital Advisors, LLC |
| 20 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 7% | 0.20% | DBX Advisors LLC |
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