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 TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 26% | 0.03% | The Vanguard Group, Inc. |
| 2 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 21% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 18% | 0.28% | Invesco Capital Management LLC |
| 4 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI diff. adviser | 17% | 0.08% | The Vanguard Group, Inc. |
| 5 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL diff. adviser | 16% | 0.09% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES diff. adviser | 13% | 0.05% | The Vanguard Group, Inc. |
| 7 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF · MUNY diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 8 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC diff. adviser | 11% | 0.06% | The Vanguard Group, Inc. |
| 9 | iShares California Muni Bond ETF · CMF | 9% | 0.08% | BlackRock Fund Advisors |
| 10 | iShares Short-Term National Muni Bond ETF · SUB | 8% | 0.07% | BlackRock Fund Advisors |
| 11 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 12 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 13 | Invesco BulletShares 2034 Municipal Bond ETF diff. adviser | 7% | 0.18% | Invesco Capital Management LLC |
| 14 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX diff. adviser | 7% | 0.27% | Capital Research and Management Company |
| 15 | Invesco New York AMT-Free Municipal Bond ETF · PZT diff. adviser | 6% | 0.28% | Invesco Capital Management LLC |
| 16 | State Street(R) SPDR Nuveen ICE Municipal Bond ETF · TFI diff. adviser | 6% | 0.23% | SSGA Funds Management, Inc. |
| 17 | iShares New York Muni Bond ETF · NYF | 6% | 0.09% | BlackRock Fund Advisors |
| 18 | Invesco California AMT-Free Municipal Bond ETF · PWZ diff. adviser | 6% | 0.28% | Invesco Capital Management LLC |
| 19 | iShares Municipal Bond Index Fund | 5% | 0.20% | BlackRock Fund Advisors |
| 20 | Six Circles Tax Aware Bond Fund diff. adviser | 5% | 0.13% | J.P. Morgan Private Investments Inc. |
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