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 2031 Municipal Bond ETF diff. adviser | 18% | 0.18% | Invesco Capital Management LLC |
| 2 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 4% | 0.05% | The Vanguard Group, Inc. |
| 3 | iShares iBonds Dec 2029 Term Muni Bond ETF · IBMR | 3% | 0.18% | BlackRock Fund Advisors |
| 4 | iShares iBonds Dec 2030 Term Muni Bond ETF · IBMS | 3% | 0.18% | BlackRock Fund Advisors |
| 5 | Northern Trust Intermediate Tax-Exempt Bond ETF · TAXI cheaper diff. adviser | 2% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | E*TRADE No Fee Municipal Bond Index Fund · ETMUX cheaper diff. adviser | 2% | 0.00% | Morgan Stanley Investment Management Inc. |
| 7 | The Intermediate Term Municipal Bond Portfolio · HCIMX diff. adviser | 2% | 0.48% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 8 | iShares National Muni Bond ETF · MUB cheaper | 2% | 0.05% | BlackRock Fund Advisors |
| 9 | American Century California Municipal Bond ETF · CATF | 2% | 0.27% | — |
| 10 | Columbia California Intermediate Municipal Bond Fund · NACMX, NCMAX, CNBRX, CCBYX, NCMDX diff. adviser | 2% | 0.43% | Columbia Management Investment Advisers, LLC |
| 11 | BlackRock MuniYield Quality Fund, Inc. | 2% | — | — |
| 12 | BlackRock Municipal Income Quality Trust | 2% | — | — |
| 13 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 2% | 0.11% | — |
| 14 | BlackRock MuniYield Fund, Inc. | 2% | — | — |
| 15 | Columbia Total Return Municipal Income Fund · COLTX, COLCX, CTEZX, CADMX, CTEYX, CTEDX diff. adviser | 2% | 0.48% | Columbia Management Investment Advisers, LLC |
| 16 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 2% | 0.08% | The Vanguard Group, Inc. |
| 17 | BlackRock MuniHoldings California Quality Fund, Inc. | 2% | — | — |
| 18 | BlackRock MuniHoldings New Jersey Quality Fund, Inc. | 2% | — | — |
| 19 | BlackRock Virginia Municipal Bond Trust | 2% | — | — |
| 20 | BlackRock Municipal Income Trust II | 2% | — | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.