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 | Invesco BulletShares 2025 Municipal Bond ETF · BSMP diff. adviser | 5% | 0.18% | Invesco Capital Management LLC |
| 2 | Nuveen Ultra Short Municipal Managed Accounts Portfolio · NUSMX cheaper | 4% | 0.00% | — |
| 3 | Invesco Floating Rate Municipal Income ETF · PVI diff. adviser | 4% | 0.25% | Invesco Capital Management LLC |
| 4 | SIMT Tax-Free Conservative Income Fund · TFCAX, TFCYX | 4% | 0.34% | — |
| 5 | Nuveen California Select Tax-Free Income Portfolio | 3% | — | — |
| 6 | iShares Short-Term California Muni Active ETF | 3% | 0.20% | BlackRock Fund Advisors |
| 7 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX diff. adviser | 3% | 0.35% | Boston Management and Research |
| 8 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX diff. adviser | 2% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 9 | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund · EALBX, ECLBX, EILBX diff. adviser | 2% | 0.40% | Eaton Vance Management |
| 10 | JPMorgan Ultra-Short Municipal Income ETF · JMST diff. adviser | 2% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 11 | Brown Advisory Tax-Exempt Bond Fund · BTEIX, BIAEX diff. adviser | 2% | 0.41% | Brown Advisory LLC |
| 12 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 13 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX diff. adviser | 2% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 14 | iShares Short-Term National Muni Bond ETF · SUB cheaper | 2% | 0.07% | BlackRock Fund Advisors |
| 15 | Western Asset Intermediate Maturity New York Municipals Fund · IMNYX, SINLX, LMIIX, SNYSX diff. adviser | 2% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | iShares New York Muni Bond ETF · NYF cheaper | 2% | 0.09% | BlackRock Fund Advisors |
| 17 | iShares Short Maturity Municipal Bond Active ETF · MEAR | 2% | 0.26% | BlackRock Fund Advisors |
| 18 | SPDR SSGA My2028 Municipal Bond ETF · MYMH diff. adviser | 2% | 0.20% | SSGA Funds Management, Inc. |
| 19 | Eaton Vance National Limited Maturity Municipal Income Fund · EXNAX, EZNAX, EINAX diff. adviser | 2% | 0.55% | Boston Management and Research |
| 20 | VANGUARD MUNICIPAL LOW DURATION FUND cheaper diff. adviser | 2% | 0.01% | The Vanguard Group, Inc. |
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