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 | Parametric TABS Intermediate-Term Municipal Bond Fund · EITAX, EITCX, ETIIX | 10% | 0.60% | Eaton Vance Management |
| 2 | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund · EALBX, ECLBX, EILBX | 8% | 0.40% | Eaton Vance Management |
| 3 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 3% | 0.39% | John Hancock Investment Management LLC |
| 4 | Parametric TABS Short-Term Municipal Bond Fund · EABSX, ECBSX, EIBSX | 3% | 0.49% | Eaton Vance Management |
| 5 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 3% | 0.30% | BlackRock Fund Advisors |
| 6 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 3% | 0.53% | Thornburg Investment Management, Inc. |
| 7 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX cheaper diff. adviser | 2% | 0.38% | John Hancock Investment Management LLC |
| 8 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 2% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 9 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 2% | 0.12% | The Vanguard Group, Inc. |
| 10 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 2% | 0.29% | PGIM INVESTMENTS LLC |
| 11 | Schwab Tax-Free Bond Fund · SWNTX cheaper diff. adviser | 2% | 0.38% | Charles Schwab Investment Management, Inc. |
| 12 | First Trust Managed Municipal ETF · FMB cheaper diff. adviser | 2% | 0.39% | First Trust Advisors L.P. |
| 13 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper diff. adviser | 2% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 14 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 2% | 0.26% | Capital Research and Management Company |
| 15 | JPMorgan High Yield Municipal ETF · JMHI cheaper diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 16 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 2% | 0.35% | Hartford Funds Management Company, LLC |
| 17 | BNY Mellon National Intermediate Municipal Bond Fund · MPNIX, MINMX diff. adviser | 2% | 0.53% | BNY Mellon Investment Adviser, Inc. |
| 18 | DWS Intermediate Tax-Free Fund · SZMAX, SZMCX, SCMTX, SZMIX diff. adviser | 2% | 0.48% | DWS Investment Management Americas, Inc. |
| 19 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 2% | 0.52% | John Hancock Investment Management LLC |
| 20 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX cheaper diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
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