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 Systematic Municipal Bond Index ETF · FMUN cheaper | 13% | 0.05% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Municipal Bond Index Fund · FMBIX | 12% | 0.07% | — |
| 3 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 4% | 0.28% | Invesco Capital Management LLC |
| 4 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI diff. adviser | 3% | 0.08% | The Vanguard Group, Inc. |
| 5 | Fidelity SAI Enhanced Municipal Income Fund · FENCX | 3% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX | 3% | 0.40% | Fidelity Management & Research Company LLC |
| 7 | VanEck Long Muni ETF · MLN diff. adviser | 3% | 0.24% | Van Eck Associates Corporation |
| 8 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF · MUNY diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 9 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 3% | 0.03% | The Vanguard Group, Inc. |
| 10 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 11 | Invesco BulletShares 2028 Municipal Bond ETF · BSMS diff. adviser | 3% | 0.18% | Invesco Capital Management LLC |
| 12 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX | 3% | 0.31% | Fidelity Management & Research Company LLC |
| 13 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 3% | 0.05% | The Vanguard Group, Inc. |
| 14 | Nuveen Quality Municipal Income Fund | 2% | — | — |
| 15 | Fidelity Municipal Bond Opportunities ETF · FMUB | 2% | 0.30% | — |
| 16 | Invesco BulletShares 2029 Municipal Bond ETF · BSMT diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 17 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX diff. adviser | 2% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX | 2% | 0.25% | Fidelity Management & Research Company LLC |
| 19 | Xtrackers California Municipal Bond ETF · CA diff. adviser | 2% | 0.07% | DBX Advisors LLC |
| 20 | iShares National Muni Bond ETF · MUB cheaper diff. adviser | 2% | 0.05% | BlackRock Fund Advisors |
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