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 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX | 12% | 0.31% | Fidelity Management & Research Company LLC |
| 2 | Fidelity SAI Municipal Income Fund · FSMNX | 11% | 0.35% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX | 9% | 0.25% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Flex Municipal Income Fund · FUENX cheaper | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Municipal Bond Opportunities ETF · FMUB | 9% | 0.30% | — |
| 6 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 9% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 8 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 8% | 0.12% | The Vanguard Group, Inc. |
| 9 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 10 | Fidelity SAI Sustainable Municipal Income Fund · FASWX | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 11 | Strategic Advisers Municipal Bond Fund · FSMUX diff. adviser | 8% | 0.19% | Strategic Advisers LLC |
| 12 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 8% | 0.13% | J.P. Morgan Private Investments Inc. |
| 13 | Fidelity Sustainable Intermediate Municipal Income Fund · FSIKX, FASLX, FASNX, FASUX, FASVX, FASJX | 8% | 0.31% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX | 7% | 0.40% | Fidelity Management & Research Company LLC |
| 15 | VANGUARD CORE TAX-EXEMPT BOND ETF · VCRM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 16 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 7% | 0.28% | Invesco Capital Management LLC |
| 17 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 18 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 19 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper | 6% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX diff. adviser | 6% | 0.43% | New York Life Investment Management LLC |
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