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 | DFA California Short-Term Municipal Bond Portfolio | 23% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA California Municipal Real Return Portfolio | 22% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 3 | DFA California Intermediate-Term Municipal Bond Portfolio | 21% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 4 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper diff. adviser | 7% | 0.06% | The Vanguard Group, Inc. |
| 5 | iShares California Muni Bond ETF · CMF cheaper diff. adviser | 5% | 0.08% | BlackRock Fund Advisors |
| 6 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 7 | Invesco California AMT-Free Municipal Bond ETF · PWZ diff. adviser | 4% | 0.28% | Invesco Capital Management LLC |
| 8 | Xtrackers California Municipal Bond ETF · CA cheaper diff. adviser | 4% | 0.07% | DBX Advisors LLC |
| 9 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX diff. adviser | 4% | 0.33% | Pacific Investment Management Company LLC |
| 10 | Schwab California Tax-Free Bond Fund · SWCAX diff. adviser | 3% | 0.38% | Charles Schwab Investment Management, Inc. |
| 11 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 12 | Invesco BulletShares 2026 Municipal Bond ETF · BSMQ cheaper diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 13 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX diff. adviser | 2% | 0.24% | American Century Investment Management, Inc. |
| 14 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 2% | 0.08% | The Vanguard Group, Inc. |
| 15 | PIMCO California Municipal Bond Fund · PCTIX, PCTPX, PCTTX, PCTGX diff. adviser | 2% | 0.44% | Pacific Investment Management Company LLC |
| 16 | Invesco BulletShares 2027 Municipal Bond ETF · BSMR cheaper diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 17 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 18 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 2% | 0.38% | PGIM INVESTMENTS LLC |
| 19 | California Intermediate Tax-Exempt Fund · NCITX diff. adviser | 1% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | Goldman Sachs Dynamic California Municipal Income ETF · GCAL diff. adviser | 1% | 0.30% | Goldman Sachs Asset Management, L.P. |
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