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 | Invesco Floating Rate Municipal Income ETF · PVI | 9% | 0.25% | Invesco Capital Management LLC |
| 2 | Nuveen Ultra Short Municipal Managed Accounts Portfolio · NUSMX cheaper | 7% | 0.00% | — |
| 3 | BATS: Short Term Municipal Income Series cheaper diff. adviser | 5% | 0.17% | BlackRock Advisors, LLC |
| 4 | iShares iBonds Dec 2025 Term Muni Bond ETF · IBMN diff. adviser | 5% | 0.18% | BlackRock Fund Advisors |
| 5 | SIMT Tax-Free Conservative Income Fund · TFCAX, TFCYX | 4% | 0.34% | — |
| 6 | VANGUARD MUNICIPAL LOW DURATION FUND cheaper diff. adviser | 3% | 0.01% | The Vanguard Group, Inc. |
| 7 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX diff. adviser | 3% | 0.33% | Pacific Investment Management Company LLC |
| 8 | iShares iBonds Dec 2026 Term Muni Bond ETF · IBMO diff. adviser | 3% | 0.18% | BlackRock Fund Advisors |
| 9 | iShares Short Maturity Municipal Bond Active ETF · MEAR diff. adviser | 3% | 0.26% | BlackRock Fund Advisors |
| 10 | abrdn Ultra Short Municipal Income Active ETF diff. adviser | 3% | 0.25% | abrdn Inc. |
| 11 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX diff. adviser | 3% | 0.29% | Columbia Management Investment Advisers, LLC |
| 12 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 2% | 0.34% | — |
| 13 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX diff. adviser | 2% | 0.67% | Boston Management and Research |
| 14 | Schwab Tax-Free Bond Fund · SWNTX diff. adviser | 2% | 0.38% | Charles Schwab Investment Management, Inc. |
| 15 | Invesco SMA Municipal Bond Fund cheaper diff. adviser | 2% | 0.00% | Invesco Advisers, Inc. |
| 16 | BATS: High Income Municipal Series · BATEX cheaper diff. adviser | 2% | 0.06% | BlackRock Advisors, LLC |
| 17 | Neuberger Berman Municipal High Income Fund · NMHAX, NMHCX, NMHIX diff. adviser | 2% | 0.50% | Neuberger Berman Investment Advisers LLC |
| 18 | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · MUNI diff. adviser | 2% | 0.35% | Pacific Investment Management Company LLC |
| 19 | Western Asset SMASh Series TF Fund · LSMSX cheaper diff. adviser | 2% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Brown Advisory Tax-Exempt Bond Fund · BTEIX, BIAEX diff. adviser | 2% | 0.41% | Brown Advisory LLC |
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