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 2029 Municipal Bond ETF · BSMT diff. adviser | 18% | 0.18% | Invesco Capital Management LLC |
| 2 | Northern Trust Short-Term Tax-Exempt Bond ETF · TAXS cheaper diff. adviser | 7% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | iShares Short-Term National Muni Bond ETF · SUB cheaper | 7% | 0.07% | BlackRock Fund Advisors |
| 4 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 7% | 0.05% | The Vanguard Group, Inc. |
| 5 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM diff. adviser | 4% | 0.20% | SSGA Funds Management, Inc. |
| 6 | iShares iBonds Dec 2031 Term Muni Bond ETF · IBMT | 3% | 0.18% | BlackRock Fund Advisors |
| 7 | Northern Trust Intermediate Tax-Exempt Bond ETF · TAXI cheaper diff. adviser | 3% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 3% | 0.08% | The Vanguard Group, Inc. |
| 9 | iShares National Muni Bond ETF · MUB cheaper | 2% | 0.05% | BlackRock Fund Advisors |
| 10 | iShares iBonds Dec 2030 Term Muni Bond ETF · IBMS | 2% | 0.18% | BlackRock Fund Advisors |
| 11 | The Intermediate Term Municipal Bond Portfolio · HCIMX diff. adviser | 2% | 0.48% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | E*TRADE No Fee Municipal Bond Index Fund · ETMUX cheaper diff. adviser | 2% | 0.00% | Morgan Stanley Investment Management Inc. |
| 13 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper diff. adviser | 2% | 0.06% | The Vanguard Group, Inc. |
| 14 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 2% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | DWS Short-Term Municipal Bond Fund · SRMAX, SRMCX, SRMSX, MGSMX diff. adviser | 2% | 0.42% | DWS Investment Management Americas, Inc. |
| 16 | iShares iBonds Dec 2028 Term Muni Bond ETF · IBMQ | 2% | 0.18% | BlackRock Fund Advisors |
| 17 | ActivePassive Intermediate Municipal Bond ETF · APMU | 2% | 0.35% | — |
| 18 | SPDR SSGA My2029 Municipal Bond ETF · MYMI diff. adviser | 2% | 0.20% | SSGA Funds Management, Inc. |
| 19 | Invesco BulletShares 2027 Municipal Bond ETF · BSMR diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 20 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 2% | 0.03% | The Vanguard Group, Inc. |
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