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 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 6% | 0.09% | Strategic Advisers LLC |
| 2 | Invesco Short Term Municipal Fund cheaper diff. adviser | 6% | 0.43% | Invesco Advisers, Inc. |
| 3 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX cheaper diff. adviser | 6% | 0.38% | Franklin Advisers, Inc. |
| 4 | DFA Short-Term Selective State Municipal Bond Portfolio cheaper diff. adviser | 5% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 5 | abrdn Ultra Short Municipal Income Active ETF cheaper diff. adviser | 5% | 0.25% | abrdn Inc. |
| 6 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX cheaper diff. adviser | 5% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | First Trust Short Duration Managed Municipal ETF · FSMB | 5% | 0.55% | First Trust Advisors L.P. |
| 8 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX diff. adviser | 5% | 0.45% | abrdn Inc. |
| 9 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper diff. adviser | 4% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO · DFSMX cheaper diff. adviser | 4% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 4% | 0.33% | Columbia Management Investment Advisers, LLC |
| 12 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 13 | Goldman Sachs Ultra Short Municipal Income ETF · GUMI cheaper diff. adviser | 4% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 14 | Federated Hermes Conservative Municipal Microshort Fund · FHMIX, FHMAX cheaper | 4% | 0.25% | — |
| 15 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 4% | 0.35% | Boston Management and Research |
| 16 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper diff. adviser | 4% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 17 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 4% | 0.34% | — |
| 18 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper diff. adviser | 4% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 19 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper diff. adviser | 4% | 0.20% | Allspring Funds Management, LLC |
| 20 | Franklin Short-Term Municipal Income ETF cheaper diff. adviser | 3% | 0.21% | Franklin Advisers, Inc. |
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