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 Intermediate-Term Municipal Bond Portfolio | 21% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA Selective State Municipal Bond Portfolio · DSSMX | 15% | 0.23% | DIMENSIONAL FUND ADVISORS LP |
| 3 | DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO · DFSMX | 10% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 4 | DFA Municipal Bond Portfolio | 10% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 5 | DFA Municipal Real Return Portfolio | 9% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DFA Short-Term Selective State Municipal Bond Portfolio | 8% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 7 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX diff. adviser | 3% | 0.40% | AllianceBernstein L.P. |
| 8 | DFA NY MUNICIPAL BOND PORTFOLIO | 3% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 9 | AB Tax-Aware Intermediate Municipal ETF · TAFM diff. adviser | 2% | 0.28% | AllianceBernstein L.P. |
| 10 | Invesco BulletShares 2026 Municipal Bond ETF · BSMQ diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 11 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 2% | 0.05% | The Vanguard Group, Inc. |
| 12 | Invesco BulletShares 2028 Municipal Bond ETF · BSMS diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 13 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 2% | 0.27% | AllianceBernstein L.P. |
| 14 | AB Municipal Bond Inflation Strategy · AUNAX, AUNCX, AUNYX, AUNOX, AUNTX diff. adviser | 2% | 0.50% | AllianceBernstein L.P. |
| 15 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 2% | 0.08% | The Vanguard Group, Inc. |
| 16 | iShares Short-Term National Muni Bond ETF · SUB cheaper diff. adviser | 2% | 0.07% | BlackRock Fund Advisors |
| 17 | Invesco BulletShares 2029 Municipal Bond ETF · BSMT diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 18 | Tax-Aware Overlay B Portfolio · SBTOX, SBTTX diff. adviser | 2% | 0.77% | AllianceBernstein L.P. |
| 19 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 2% | 0.03% | The Vanguard Group, Inc. |
| 20 | First Trust Ultra Short Duration Municipal ETF · FUMB diff. adviser | 2% | 0.45% | First Trust Advisors L.P. |
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