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 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper | 15% | 0.29% | Columbia Management Investment Advisers, LLC |
| 2 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 7% | 0.32% | BlackRock Advisors, LLC |
| 3 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 4 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 6% | 0.26% | BlackRock Fund Advisors |
| 5 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 6% | 0.55% | First Trust Advisors L.P. |
| 6 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 6% | 0.19% | — |
| 7 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX diff. adviser | 6% | 0.35% | Boston Management and Research |
| 8 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 9 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 5% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | Columbia Total Return Municipal Income Fund · COLTX, COLCX, CTEZX, CADMX, CTEYX, CTEDX | 5% | 0.48% | Columbia Management Investment Advisers, LLC |
| 11 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 5% | 0.38% | Franklin Advisers, Inc. |
| 12 | Invesco Short Term Municipal Fund diff. adviser | 5% | 0.43% | Invesco Advisers, Inc. |
| 13 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 5% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX diff. adviser | 5% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 15 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 5% | 0.12% | The Vanguard Group, Inc. |
| 16 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 4% | 0.29% | PGIM INVESTMENTS LLC |
| 17 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 4% | 0.24% | Capital Research and Management Company |
| 18 | BlackRock Municipal 2030 Target Term Trust | 4% | — | — |
| 19 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM cheaper diff. adviser | 4% | 0.20% | SSGA Funds Management, Inc. |
| 20 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX diff. adviser | 4% | 0.42% | Victory Capital Management Inc. |
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