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 CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper diff. adviser | 30% | 0.06% | The Vanguard Group, Inc. |
| 2 | Invesco California AMT-Free Municipal Bond ETF · PWZ diff. adviser | 18% | 0.28% | Invesco Capital Management LLC |
| 3 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 4 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 5 | iShares National Muni Bond ETF · MUB cheaper | 9% | 0.05% | BlackRock Fund Advisors |
| 6 | Xtrackers California Municipal Bond ETF · CA cheaper diff. adviser | 8% | 0.07% | DBX Advisors LLC |
| 7 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 8 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 6% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI diff. adviser | 6% | 0.08% | The Vanguard Group, Inc. |
| 10 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 6% | 0.28% | Invesco Capital Management LLC |
| 11 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX diff. adviser | 5% | 0.24% | American Century Investment Management, Inc. |
| 12 | Dimensional California Municipal Bond ETF · DFCA diff. adviser | 5% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 13 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 14 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 5% | 0.05% | The Vanguard Group, Inc. |
| 15 | Franklin California Tax-Free Income Fund · FKTFX, FRCTX, FCAVX, FKTQX, FTFQX diff. adviser | 5% | 0.47% | Franklin Advisers, Inc. |
| 16 | Schwab California Tax-Free Bond Fund · SWCAX diff. adviser | 5% | 0.38% | Charles Schwab Investment Management, Inc. |
| 17 | DFA California Short-Term Municipal Bond Portfolio diff. adviser | 4% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 18 | DFA California Municipal Real Return Portfolio diff. adviser | 4% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX diff. adviser | 4% | 0.29% | Capital Research and Management Company |
| 20 | iShares Short-Term National Muni Bond ETF · SUB cheaper | 4% | 0.07% | BlackRock Fund Advisors |
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