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 | iShares iBonds Dec 2026 Term Muni Bond ETF · IBMO diff. adviser | 14% | 0.18% | BlackRock Fund Advisors |
| 2 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 10% | 0.05% | The Vanguard Group, Inc. |
| 3 | iShares Short-Term National Muni Bond ETF · SUB cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 4 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 7% | 0.08% | The Vanguard Group, Inc. |
| 5 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper diff. adviser | 5% | 0.06% | The Vanguard Group, Inc. |
| 6 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 7 | Northern Trust Short-Term Tax-Exempt Bond ETF · TAXS cheaper diff. adviser | 5% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | iShares National Muni Bond ETF · MUB cheaper diff. adviser | 5% | 0.05% | BlackRock Fund Advisors |
| 9 | Northern Trust Intermediate Tax-Exempt Bond ETF · TAXI cheaper diff. adviser | 4% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | iShares California Muni Bond ETF · CMF cheaper diff. adviser | 4% | 0.08% | BlackRock Fund Advisors |
| 11 | DFA California Short-Term Municipal Bond Portfolio diff. adviser | 4% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 3% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | ActivePassive Intermediate Municipal Bond ETF · APMU | 3% | 0.35% | — |
| 14 | VanEck Short Muni ETF · SMB cheaper diff. adviser | 3% | 0.07% | Van Eck Associates Corporation |
| 15 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF · MUNY cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 16 | Avantis Core Municipal Fixed Income ETF · AVMU cheaper | 3% | 0.15% | — |
| 17 | DFA Municipal Real Return Portfolio diff. adviser | 3% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 18 | DFA California Municipal Real Return Portfolio diff. adviser | 3% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Dimensional National Municipal Bond ETF · DFNM cheaper diff. adviser | 2% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Fidelity SAI Municipal Bond Index Fund · FSABX cheaper diff. adviser | 2% | 0.07% | Fidelity Management & Research Company LLC |
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