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 | abrdn Ultra Short Municipal Income Active ETF cheaper | 19% | 0.25% | abrdn Inc. |
| 2 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper diff. adviser | 12% | 0.20% | Fidelity Management & Research Company LLC |
| 3 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX cheaper diff. adviser | 11% | 0.20% | Fidelity Management & Research Company LLC |
| 4 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 5 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 10% | 0.34% | — |
| 6 | Federated Hermes Conservative Municipal Microshort Fund · FHMIX, FHMAX cheaper | 10% | 0.25% | — |
| 7 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX cheaper diff. adviser | 9% | 0.41% | Lord, Abbett & Co. LLC |
| 9 | Allspring Ultra Short Municipal ETF · AUSM cheaper | 8% | 0.18% | — |
| 10 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 7% | 0.09% | Strategic Advisers LLC |
| 11 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper diff. adviser | 7% | 0.20% | Allspring Funds Management, LLC |
| 12 | Genter Capital Municipal Quality Intermediate ETF · GENM cheaper diff. adviser | 6% | 0.39% | OBP Capital LLC |
| 13 | Invesco Short Term Municipal Fund cheaper diff. adviser | 5% | 0.43% | Invesco Advisers, Inc. |
| 14 | First Trust Ultra Short Duration Municipal ETF · FUMB diff. adviser | 5% | 0.45% | First Trust Advisors L.P. |
| 15 | abrdn Intermediate Municipal Income Fund · NTFAX, ABEIX, ABESX | 5% | 0.50% | abrdn Inc. |
| 16 | Invesco Limited Term Municipal Income Fund · ATFAX, AITFX, ATFIX, ATFYX, ATFCX, ATFSX cheaper diff. adviser | 4% | 0.28% | Invesco Advisers, Inc. |
| 17 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX diff. adviser | 3% | 0.50% | Thornburg Investment Management, Inc. |
| 18 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 3% | 0.26% | BlackRock Fund Advisors |
| 19 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper diff. adviser | 3% | 0.29% | Columbia Management Investment Advisers, LLC |
| 20 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
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