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 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper | 5% | 0.08% | The Vanguard Group, Inc. |
| 2 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL cheaper | 5% | 0.09% | The Vanguard Group, Inc. |
| 3 | Schwab Municipal Bond ETF · SCMB cheaper | 4% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper | 3% | 0.03% | The Vanguard Group, Inc. |
| 5 | iShares National Muni Bond ETF · MUB cheaper | 3% | 0.05% | BlackRock Fund Advisors |
| 6 | iShares Municipal Bond Index Fund | 3% | 0.20% | BlackRock Fund Advisors |
| 7 | Invesco New York AMT-Free Municipal Bond ETF · PZT | 3% | 0.28% | Invesco Capital Management LLC |
| 8 | iShares New York Muni Bond ETF · NYF cheaper | 3% | 0.09% | BlackRock Fund Advisors |
| 9 | Invesco BulletShares 2026 Municipal Bond ETF · BSMQ | 3% | 0.18% | Invesco Capital Management LLC |
| 10 | Invesco National AMT-Free Municipal Bond ETF · PZA | 3% | 0.28% | Invesco Capital Management LLC |
| 11 | Invesco BulletShares 2027 Municipal Bond ETF · BSMR | 3% | 0.18% | Invesco Capital Management LLC |
| 12 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF · MUNY cheaper | 3% | 0.09% | The Vanguard Group, Inc. |
| 13 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper | 3% | 0.05% | The Vanguard Group, Inc. |
| 14 | VanEck Intermediate Muni ETF · ITM | 2% | 0.18% | Van Eck Associates Corporation |
| 15 | Fidelity Systematic Municipal Bond Index ETF · FMUN cheaper | 2% | 0.05% | Fidelity Management & Research Company LLC |
| 16 | Invesco BulletShares 2031 Municipal Bond ETF | 2% | 0.18% | Invesco Capital Management LLC |
| 17 | ELFUN TAX EXEMPT INCOME FUND · ELFTX | 2% | 0.21% | SSGA Funds Management, Inc. |
| 18 | Invesco BulletShares 2030 Municipal Bond ETF · BSMU | 2% | 0.18% | Invesco Capital Management LLC |
| 19 | Nuveen AMT-Free Quality Municipal Income Fund | 2% | — | — |
| 20 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper | 2% | 0.06% | The Vanguard Group, Inc. |
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