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 Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper | 26% | 0.24% | Capital Research and Management Company |
| 2 | Capital Group Municipal Income ETF · CGMU | 15% | 0.27% | Capital Research and Management Company |
| 3 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX | 15% | 0.26% | Capital Research and Management Company |
| 4 | Capital Group Municipal High-Income ETF · CGHM | 8% | 0.34% | Capital Research and Management Company |
| 5 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX | 7% | 0.32% | Capital Research and Management Company |
| 6 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 8 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 6% | 0.13% | J.P. Morgan Private Investments Inc. |
| 9 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 6% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX | 6% | 0.27% | Capital Research and Management Company |
| 11 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 12 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 6% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 13 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 14 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
| 15 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 5% | 0.53% | Thornburg Investment Management, Inc. |
| 16 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 5% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | Invesco Short Term Municipal Fund diff. adviser | 5% | 0.43% | Invesco Advisers, Inc. |
| 18 | VanEck Short High Yield Muni ETF · SHYD diff. adviser | 5% | 0.32% | Van Eck Associates Corporation |
| 19 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 5% | 0.09% | Strategic Advisers LLC |
| 20 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX diff. adviser | 5% | 0.45% | New York Life Investment Management LLC |
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