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 SAI Municipal Bond Index Fund · FSABX | 13% | 0.07% | Fidelity Management & Research Company LLC |
| 2 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 7% | 0.28% | Invesco Capital Management LLC |
| 3 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 4 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI diff. adviser | 6% | 0.08% | The Vanguard Group, Inc. |
| 5 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 6 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 7 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC diff. adviser | 5% | 0.06% | The Vanguard Group, Inc. |
| 8 | Fidelity SAI Enhanced Municipal Income Fund · FENCX | 4% | 0.15% | Fidelity Management & Research Company LLC |
| 9 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 10 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 4% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | iShares National Muni Bond ETF · MUB diff. adviser | 4% | 0.05% | BlackRock Fund Advisors |
| 12 | Six Circles Tax Aware Bond Fund diff. adviser | 4% | 0.13% | J.P. Morgan Private Investments Inc. |
| 13 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX diff. adviser | 4% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 15 | Western Asset SMASh Series TF Fund · LSMSX diff. adviser | 4% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX diff. adviser | 4% | 0.27% | Capital Research and Management Company |
| 17 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX | 4% | 0.31% | Fidelity Management & Research Company LLC |
| 18 | Northern Trust Intermediate Tax-Exempt Bond ETF · TAXI diff. adviser | 4% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | VANGUARD CORE TAX-EXEMPT BOND ETF · VCRM diff. adviser | 4% | 0.12% | The Vanguard Group, Inc. |
| 20 | AB Municipal Income Shares · MISHX diff. adviser | 4% | 0.15% | AllianceBernstein L.P. |
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