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 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 2 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 3 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 7% | 0.08% | The Vanguard Group, Inc. |
| 4 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 6% | 0.13% | J.P. Morgan Private Investments Inc. |
| 5 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX diff. adviser | 6% | 0.27% | Capital Research and Management Company |
| 6 | Northern Trust Intermediate Tax-Exempt Bond ETF · TAXI cheaper diff. adviser | 6% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 8 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX diff. adviser | 5% | 0.40% | AllianceBernstein L.P. |
| 9 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX diff. adviser | 5% | 0.26% | Capital Research and Management Company |
| 10 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 5% | 0.15% | AllianceBernstein L.P. |
| 11 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 5% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | Capital Group Municipal Income ETF · CGMU diff. adviser | 5% | 0.27% | Capital Research and Management Company |
| 13 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 5% | 0.03% | The Vanguard Group, Inc. |
| 14 | VanEck High Yield Muni ETF · HYD | 5% | 0.32% | Van Eck Associates Corporation |
| 15 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 5% | 0.41% | Russell Investment Management, LLC |
| 16 | VanEck Short High Yield Muni ETF · SHYD | 5% | 0.32% | Van Eck Associates Corporation |
| 17 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 18 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 5% | 0.15% | Fidelity Management & Research Company LLC |
| 19 | Invesco BulletShares 2034 Municipal Bond ETF diff. adviser | 4% | 0.18% | Invesco Capital Management LLC |
| 20 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 4% | 0.50% | AllianceBernstein L.P. |
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