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 Short-Term Municipal Bond Fund · EABSX, ECBSX, EIBSX cheaper | 18% | 0.49% | Eaton Vance Management |
| 2 | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund · EALBX, ECLBX, EILBX cheaper | 11% | 0.40% | Eaton Vance Management |
| 3 | Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund · EALTX, ECLTX, EILTX cheaper | 10% | 0.40% | Eaton Vance Management |
| 4 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF cheaper | 3% | 0.35% | — |
| 5 | Hartford Schroders Tax-Aware Bond ETF · HTAB cheaper diff. adviser | 3% | 0.39% | Hartford Funds Management Company, LLC |
| 6 | AB Municipal Bond Inflation Strategy · AUNAX, AUNCX, AUNYX, AUNOX, AUNTX cheaper diff. adviser | 3% | 0.50% | AllianceBernstein L.P. |
| 7 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 2% | 0.30% | BlackRock Fund Advisors |
| 8 | Schwab Tax-Free Bond Fund · SWNTX cheaper diff. adviser | 2% | 0.38% | Charles Schwab Investment Management, Inc. |
| 9 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 2% | 0.35% | Hartford Funds Management Company, LLC |
| 10 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 2% | 0.15% | AllianceBernstein L.P. |
| 11 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 2% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 12 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 2% | 0.12% | The Vanguard Group, Inc. |
| 13 | BlackRock Impact Municipal Fund cheaper diff. adviser | 2% | 0.54% | BlackRock Advisors, LLC |
| 14 | Fidelity SAI Sustainable Municipal Income Fund · FASWX cheaper diff. adviser | 2% | 0.36% | Fidelity Management & Research Company LLC |
| 15 | BNY Mellon Municipal Opportunities Fund · MOTMX, MOTIX diff. adviser | 2% | 0.72% | BNY Mellon Investment Adviser, Inc. |
| 16 | Thornburg New Mexico Intermediate Municipal Fund · THNMX, THNDX, THNIX diff. adviser | 2% | 0.67% | Thornburg Investment Management, Inc. |
| 17 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 2% | 0.27% | AllianceBernstein L.P. |
| 18 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 2% | 0.09% | The Vanguard Group, Inc. |
| 19 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 2% | 0.29% | Hartford Funds Management Company, LLC |
| 20 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX cheaper diff. adviser | 2% | 0.40% | Fidelity Management & Research Company LLC |
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