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 Short-Term Selective State Municipal Bond Portfolio | 42% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 2 | DFA Municipal Real Return Portfolio | 26% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 3 | DFA Selective State Municipal Bond Portfolio · DSSMX | 14% | 0.23% | DIMENSIONAL FUND ADVISORS LP |
| 4 | DFA Municipal Bond Portfolio | 12% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Dimensional National Municipal Bond ETF · DFNM cheaper | 10% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DFA NY MUNICIPAL BOND PORTFOLIO | 8% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 7 | First Trust Ultra Short Duration Municipal ETF · FUMB diff. adviser | 4% | 0.45% | First Trust Advisors L.P. |
| 8 | DFA California Short-Term Municipal Bond Portfolio | 3% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 9 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 3% | 0.27% | AllianceBernstein L.P. |
| 10 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX diff. adviser | 3% | 0.40% | AllianceBernstein L.P. |
| 11 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX diff. adviser | 3% | 0.29% | Columbia Management Investment Advisers, LLC |
| 12 | AB Municipal Bond Inflation Strategy · AUNAX, AUNCX, AUNYX, AUNOX, AUNTX diff. adviser | 2% | 0.50% | AllianceBernstein L.P. |
| 13 | AB Tax-Aware Intermediate Municipal ETF · TAFM diff. adviser | 2% | 0.28% | AllianceBernstein L.P. |
| 14 | Invesco BulletShares 2026 Municipal Bond ETF · BSMQ diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 15 | DFA California Municipal Real Return Portfolio | 2% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 16 | AB New York Intermediate Municipal ETF · NYM diff. adviser | 2% | 0.27% | AllianceBernstein L.P. |
| 17 | iShares iBonds Dec 2026 Term Muni Bond ETF · IBMO diff. adviser | 2% | 0.18% | BlackRock Fund Advisors |
| 18 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX diff. adviser | 2% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 19 | Invesco Short Term Municipal Fund diff. adviser | 2% | 0.43% | Invesco Advisers, Inc. |
| 20 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 2% | 0.05% | The Vanguard Group, Inc. |
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