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 | BNY Mellon Municipal Short Duration ETF cheaper | 94% | 0.35% | — |
| 2 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 5% | 0.26% | BlackRock Fund Advisors |
| 3 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper diff. adviser | 5% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 4 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 5 | Nuveen Short Term Municipal Bond Fund · FSHAX, FSHYX, NAAEX cheaper diff. adviser | 5% | 0.43% | Nuveen Fund Advisors, LLC |
| 6 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 5% | 0.34% | — |
| 7 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 5% | 0.25% | Fidelity Management & Research Company LLC |
| 8 | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund · SMMU cheaper diff. adviser | 5% | 0.35% | Pacific Investment Management Company LLC |
| 9 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 10 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 4% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Putnam Short-Term Municipal Income Fund cheaper diff. adviser | 4% | 0.33% | Franklin Advisers, Inc. |
| 12 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 4% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 13 | Franklin Short-Term Municipal Income ETF cheaper diff. adviser | 4% | 0.21% | Franklin Advisers, Inc. |
| 14 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 4% | 0.09% | Strategic Advisers LLC |
| 15 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 4% | 0.33% | Pacific Investment Management Company LLC |
| 16 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX diff. adviser | 4% | 0.50% | Thornburg Investment Management, Inc. |
| 17 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX cheaper diff. adviser | 3% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX cheaper diff. adviser | 3% | 0.42% | Victory Capital Management Inc. |
| 19 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 3% | 0.12% | The Vanguard Group, Inc. |
| 20 | Tax-Exempt Fund · NOTEX diff. adviser | 3% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
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