Overview Performance Dividends Correlations

3 Stock and 97 ETF MCR (MFS Charter Income Trust) alternatives

The most close MCR (MFS Charter Income Trust) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9753.

Stocks that highly correlated with MCR

Symbol	Name	Market cap	Sector	Industry	Correlation
NMAI	Nuveen Multi-Asset Income Fund	$475M	Financial Services	Asset Management	0.85
GUG	Guggenheim Active Allocation Fund	$536M	Financial Services	Asset Management	0.84
WDI	Western Asset Diversified Income Fund	$708M	Financial Services	Asset Management	0.83

ETFs that highly correlated with MCR

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.98
IBHL	ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF	$24M	0.35%	Mar 25, 2025	0.95
BSJV	Invesco BulletShares 2031 High Yield Corporate Bond ETF	$94M	0.42%	Sep 20, 2023	0.93
HYFI	AB HIGH YIELD ETF	$331M	0.40%	Jul 26, 2016	0.92
BINC	BlackRock Flexible Income ETF	$16B	0.40%	May 19, 2023	0.92
HYSA	BONDBLOXX USD HIGH YIELD BOND SECTOR ROTATION ETF	$52M	0.55%	Sep 18, 2023	0.91
IBHJ	ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF	$148M	0.35%	Jun 21, 2023	0.91
BTZ	BlackRock Credit Allocation Income Trust	$1B	N/A	N/A	0.91
SCYB	SCHWAB HIGH YIELD BOND ETF	$2.70B	0.03%	Jul 10, 2023	0.91
BHYB	XTRACKERS USD HIGH YIELD BB-B EX FINANCIALS ETF	$2.40B	0.20%	Oct 26, 2023	0.90
EVHY	EATON VANCE HIGH YIELD ETF	$24M	0.48%	Oct 16, 2023	0.90
MMT	MFS Multimarket Income Trust	$567M	N/A	N/A	0.89
NPFI	NUVEEN PREFERRED AND INCOME ETF	$170M	0.56%	Mar 5, 2024	0.89
ASLV	ALLSPRING SPECIAL LARGE VALUE ETF	$228M	0.35%	Mar 26, 2025	0.89
PMMR	PGIM S&P 500 MAX BUFFER ETF - MARCH	$5.40M	0.50%	Feb 28, 2025	0.88
EAD	Allspring Income Opportunities Fund	$426M	N/A	N/A	0.88
LIVR	Intelligent Livermore ETF	$18M	0.69%	Sep 17, 2024	0.87
DMX	DOUBLELINE MULTI-SECTOR INCOME ETF	$97M	0.50%	Nov 29, 2024	0.87
EVV	Eaton Vance Ltd Duration Income Fund	$1.20B	N/A	N/A	0.87
ZMAR	Innovator Equity Defined Protection ETF 1 Yr March	$115M	0.79%	Feb 28, 2025	0.87
TRIO	MC TRIO EQUITY BUFFERED ETF	$119M	0.70%	Mar 5, 2025	0.87
TRPA	HARTFORD AAA CLO ETF	$105M	0.24%	May 30, 2018	0.87
AOHY	ANGEL OAK HIGH YIELD OPPORTUNITIES ETF	$122M	0.56%	Mar 31, 2009	0.87
APMU	ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF	$235M	0.35%	May 2, 2023	0.86
QTPI	NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF	$78M	0.60%	Dec 18, 2024	0.86
HIO	Western Asset High Income Opportunity Fund Inc	$371M	N/A	N/A	0.86
IBMR	ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF	$457M	0.18%	May 9, 2023	0.86
FPF	First Trust Intermediate Duration Preferred & Income Fund	$1.20B	N/A	N/A	0.86
FDHY	FIDELITY ENHANCED HIGH YIELD ETF	$536M	0.35%	Jun 12, 2018	0.86
ENDW	CAMBRIA ENDOWMENT STYLE ETF	$139M	0.22%	Apr 9, 2025	0.86
PCEF	INVESCO CEF INCOME COMPOSITE ETF	$831M	2.71%	Feb 19, 2010	0.86
EHI	Western Asset Global High Income Fund Inc	$197M	N/A	N/A	0.86
BRHY	BlackRock High Yield ETF	$122M	0.45%	Jun 17, 2024	0.85
BBHY	JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	$611M	0.07%	Sep 15, 2016	0.85
GHYB	GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF	$132M	0.15%	Sep 5, 2017	0.85
HYTI	FT VEST HIGH YIELD & TARGET INCOME ETF	$88M	0.65%	Feb 11, 2025	0.85
HYG	ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	$18B	0.49%	Apr 4, 2007	0.85
HWSM	HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND	$2.80M	0.55%	Mar 28, 2025	0.85
AHYB	AMERICAN CENTURY SELECT HIGH YIELD ETF	$60M	0.45%	Nov 16, 2021	0.85
CGSM	CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS	$1.50B	0.25%	Sep 26, 2023	0.85
NUHY	NUVEEN ESG HIGH YIELD CORPORATE BOND ETF	$108M	0.30%	Sep 25, 2019	0.85
FNOV	FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	$1.20B	0.85%	Nov 15, 2019	0.85
JIII	JANUS HENDERSON INCOME ETF	$186M	0.54%	Nov 12, 2024	0.85
IRTR	ISHARES LIFEPATH RETIREMENT ETF	$57M	0.08%	Oct 17, 2023	0.84
JNK	STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF	$7.30B	0.40%	Nov 28, 2007	0.84
BLW	BlackRock Ltd Duration Income Trust	$518M	N/A	N/A	0.84
PRFD	PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND	$223M	0.73%	Jan 18, 2023	0.84
FLHY	FRANKLIN HIGH YIELD CORPORATE ETF	$1.20B	0.40%	May 30, 2018	0.84
IFLN	Invesco Fundamental High Yield Corporate Bond ETF	$320M	0.23%	Nov 15, 2007	0.84
FALN	ISHARES FALLEN ANGELS USD BOND ETF	$1.60B	0.25%	Jun 14, 2016	0.84
HYDW	XTRACKERS LOW BETA HIGH YIELD BOND ETF	$66M	0.20%	Jan 11, 2018	0.84
HYLS	FIRST TRUST TACTICAL HIGH YIELD ETF	$1.60B	0.69%	Feb 25, 2013	0.84
HYLB	XTRACKERS USD HIGH YIELD CORPORATE BOND ETF	$3.50B	0.05%	Dec 6, 2016	0.84
YYY	AMPLIFY CEF HIGH INCOME ETF	$721M	3.23%	Jun 12, 2012	0.84
OAKM	OAKMARK U.S. LARGE CAP ETF	$1B	0.59%	Dec 3, 2024	0.84
CAPE	DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF	$238M	0.65%	Mar 31, 2022	0.84
AOM	ISHARES CORE 40/60 MODERATE ALLOCATION ETF	$1.80B	0.15%	Nov 4, 2008	0.84
PYLD	PIMCO Multisector Bond Active Exchange-Traded Fund	$15B	0.64%	Jun 21, 2023	0.84
HYI	Western Asset High Yield Defined Opportunity Fund Inc	$148M	N/A	N/A	0.84
NBFC	NEUBERGER BERMAN FLEXIBLE CREDIT INCOME ETF	$75M	0.40%	Jun 24, 2024	0.84
LDP	Cohen & Steers Ltd Duration Preferred and Income Fund Inc	$651M	N/A	N/A	0.84
PREF	PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF	$1.80B	0.55%	Jul 10, 2017	0.84
HYBX	TCW High Yield Bond ETF	$32M	0.50%	Feb 26, 1993	0.84
JMSI	JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF	$391M	0.18%	Feb 9, 1993	0.84
PDEC	Innovator U.S. Equity Power Buffer ETF - December	$984M	0.79%	Nov 29, 2019	0.84
HYXF	ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF	$205M	0.35%	Jun 14, 2016	0.84
RSMR	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - MARCH	$11M	0.85%	Mar 21, 2025	0.84
GHYG	ISHARES US & INTL HIGH YIELD CORP BOND ETF	$199M	0.40%	Apr 3, 2012	0.84
BSJT	Invesco BulletShares 2029 High Yield Corporate Bond ETF	$540M	0.42%	Sep 15, 2021	0.84
CPNM	CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - MARCH	$15M	0.69%	Feb 28, 2025	0.84
IYRI	NEOS REAL ESTATE HIGH INCOME ETF	$285M	0.68%	Jan 14, 2025	0.84
BDEC	Innovator U.S. Equity Buffer ETF - December	$219M	0.79%	Nov 29, 2019	0.84
DFCA	DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF	$703M	0.19%	Jun 26, 2023	0.84
SPHY	STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF	$11B	0.05%	Jun 18, 2012	0.84
ERC	Allspring Multi-Sector Income Fund	$276M	N/A	N/A	0.84
FTF	Franklin Ltd Duration Income Trust	$260M	N/A	N/A	0.84
HYDB	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	$1.60B	0.35%	Jul 11, 2017	0.84
HNDL	STRATEGY SHARES NASDAQ 7 HANDL(TM) INDEX ETF	$641M	0.95%	Jan 16, 2018	0.83
AOK	ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF	$813M	0.15%	Nov 4, 2008	0.83
SIHY	HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF	$141M	0.48%	Sep 14, 2021	0.83
FAUG	FT VEST U.S. EQUITY BUFFER ETF - AUGUST	$1.20B	0.85%	Nov 6, 2019	0.83
LCR	LEUTHOLD CORE ETF	$69M	0.84%	Jan 3, 2020	0.83
BSJR	INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	$854M	0.42%	Sep 12, 2019	0.83
USHY	ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	$29B	0.08%	Oct 25, 2017	0.83
BSSX	Invesco BulletShares 2033 Municipal Bond ETF	$129M	0.18%	Sep 20, 2023	0.83
KMAR	Innovator U.S. Small Cap Power Buffer ETF March	$34M	0.79%	Feb 28, 2025	0.83
MFSV	MFS ACTIVE VALUE ETF	$526M	0.44%	Dec 4, 2024	0.83
AWF	AllianceBernstein Global High Income Fund Inc	$980M	N/A	N/A	0.83
ISD	PGIM High Yield Bond Fund Inc	$457M	N/A	N/A	0.83
QIDX	INDEXPERTS QUALITY EARNINGS FOCUSED ETF	$39M	0.50%	Dec 31, 2024	0.83
BSJW	Invesco BulletShares 2032 High Yield Corporate Bond ETF	$43M	0.42%	Jun 12, 2024	0.83
HYT	BlackRock Corporate High Yield Fund Inc	$1.80B	N/A	N/A	0.83
IBHG	ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF	$501M	0.35%	Jul 7, 2021	0.83
ITDB	ISHARES LIFEPATH TARGET DATE 2030 ETF	$74M	0.09%	Oct 17, 2023	0.83
ANGL	VANECK FALLEN ANGEL HIGH YIELD BOND ETF	$3.10B	0.25%	Apr 10, 2012	0.83
WEA	Western Asset Premier Bond Fund	$134M	N/A	N/A	0.83
HIX	Western Asset High Income Fund II Inc	$371M	N/A	N/A	0.83