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 | SBH PLUS BOND FUND · WTIBX, WIIBX cheaper | 10% | 0.40% | SEGALL BRYANT AND HAMILL LLC |
| 2 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA cheaper | 9% | 0.39% | — |
| 3 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper diff. adviser | 8% | 0.35% | BlackRock Fund Advisors |
| 4 | Invesco BulletShares 2027 High Yield Corporate Bond ETF · BSJR cheaper diff. adviser | 7% | 0.42% | Invesco Capital Management LLC |
| 5 | Lazard US High Yield Portfolio · LZHOX, LZHYX, RLCIX cheaper diff. adviser | 7% | 0.57% | Lazard Asset Management LLC |
| 6 | Xtrackers Low Beta High Yield Bond ETF · HYDW cheaper diff. adviser | 7% | 0.20% | DBX Advisors LLC |
| 7 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB cheaper | 6% | 0.39% | — |
| 8 | BondBloxx USD High Yield Bond Industrial Sector ETF · XHYI cheaper diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
| 9 | SBH SHORT TERM PLUS FUND · SBHPX, SBAPX cheaper | 5% | 0.40% | SEGALL BRYANT AND HAMILL LLC |
| 10 | iMGP Dolan McEniry Corporate Bond Fund · IDMAX, IDMIX cheaper diff. adviser | 5% | 0.62% | IM Global Partner Fund Management, LLC |
| 11 | iShares iBonds 2028 Term High Yield and Income ETF · IBHH cheaper diff. adviser | 5% | 0.35% | BlackRock Fund Advisors |
| 12 | CM ADVISORS FIXED INCOME FUND · CMFIX diff. adviser | 5% | — | Van Den Berg Management I Inc dba CM Fund Advisors |
| 13 | BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF · XHYD cheaper diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
| 14 | Integrity High Income Fund · IHFAX, IHFCX, IHFIX diff. adviser | 5% | 0.84% | Viking Fund Management, LLC |
| 15 | NVIT Loomis Short Term High Yield Fund diff. adviser | 5% | 0.87% | Nationwide Fund Advisors |
| 16 | Greenspring Income Opportunities Fund · GRIOX diff. adviser | 5% | 0.85% | Corbyn Investment Management |
| 17 | Invesco BulletShares 2028 High Yield Corporate Bond ETF · BSJS cheaper diff. adviser | 4% | 0.42% | Invesco Capital Management LLC |
| 18 | State Street(R) My2030 High Yield Corporate Bond ETF · MYHD cheaper | 4% | 0.39% | — |
| 19 | Fidelity Sustainable High Yield ETF · FSYD cheaper diff. adviser | 4% | 0.55% | Fidelity Management & Research Company LLC |
| 20 | LVIP JPMorgan High Yield Fund cheaper diff. adviser | 4% | 0.68% | Lincoln Financial Investments Corporation |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.