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 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX | 25% | 0.32% | Capital Research and Management Company |
| 2 | Capital Group Municipal High-Income ETF · CGHM | 21% | 0.34% | Capital Research and Management Company |
| 3 | Capital Group Municipal Income ETF · CGMU | 18% | 0.27% | Capital Research and Management Company |
| 4 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper | 16% | 0.26% | Capital Research and Management Company |
| 5 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 13% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 6 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 13% | 0.13% | J.P. Morgan Private Investments Inc. |
| 7 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 12% | 0.09% | The Vanguard Group, Inc. |
| 8 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 9 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 11% | 0.15% | AllianceBernstein L.P. |
| 10 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 11% | 0.28% | Invesco Capital Management LLC |
| 11 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 12 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 10% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 14 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper | 9% | 0.24% | Capital Research and Management Company |
| 15 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 9% | 0.19% | Strategic Advisers LLC |
| 16 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 17 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 8% | 0.41% | Russell Investment Management, LLC |
| 18 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 19 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 8% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 7% | 0.50% | AllianceBernstein L.P. |
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