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 | First Trust Flexible Municipal High Income ETF · MFLX | 5% | 1.01% | First Trust Advisors L.P. |
| 2 | First Trust Managed Municipal ETF · FMB cheaper | 5% | 0.39% | First Trust Advisors L.P. |
| 3 | First Trust Municipal High Income ETF · FMHI | 4% | 0.70% | First Trust Advisors L.P. |
| 4 | MFS INVESTMENT GRADE MUNICIPAL TRUST | 3% | — | — |
| 5 | First Trust California Municipal High Income ETF · FCAL | 3% | 0.65% | First Trust Advisors L.P. |
| 6 | T. Rowe Price Short Municipal Income ETF · TMNS cheaper | 3% | 0.18% | — |
| 7 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX cheaper diff. adviser | 2% | 0.53% | Thornburg Investment Management, Inc. |
| 8 | First Trust Short Duration Managed Municipal ETF · FSMB cheaper | 2% | 0.55% | First Trust Advisors L.P. |
| 9 | Federated Hermes Ohio Municipal Income Fund · OMIFX, OMIAX, OMIIX cheaper | 2% | 0.52% | — |
| 10 | NYLI MacKay DefinedTerm Muni Opportunities Fund | 2% | — | — |
| 11 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 2% | 0.32% | Van Eck Associates Corporation |
| 12 | Nuveen Municipal Income Fund, Inc. | 2% | — | — |
| 13 | First Trust New York Municipal High Income ETF · FMNY | 2% | 0.65% | First Trust Advisors L.P. |
| 14 | Western Asset Intermediate Muni Fund Inc. | 2% | — | — |
| 15 | Fidelity Sustainable Intermediate Municipal Income Fund · FSIKX, FASLX, FASNX, FASUX, FASVX, FASJX cheaper diff. adviser | 2% | 0.31% | Fidelity Management & Research Company LLC |
| 16 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 2% | 0.49% | Delaware Management Company |
| 17 | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund · EALBX, ECLBX, EILBX cheaper diff. adviser | 2% | 0.40% | Eaton Vance Management |
| 18 | MFS MUNICIPAL INCOME TRUST | 2% | — | — |
| 19 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 2% | 0.32% | BlackRock Advisors, LLC |
| 20 | Limited Term Tax-Exempt Fund · NSITX cheaper diff. adviser | 2% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
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