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 | VanEck High Yield Muni ETF · HYD diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 2 | VanEck Intermediate Muni ETF · ITM cheaper diff. adviser | 4% | 0.18% | Van Eck Associates Corporation |
| 3 | Invesco BulletShares 2034 Municipal Bond ETF cheaper diff. adviser | 4% | 0.18% | Invesco Capital Management LLC |
| 4 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper diff. adviser | 4% | 0.18% | Boston Management and Research |
| 5 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX diff. adviser | 3% | 0.58% | New York Life Investment Management LLC |
| 6 | Capital Group Municipal High-Income ETF · CGHM diff. adviser | 3% | 0.34% | Capital Research and Management Company |
| 7 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX diff. adviser | 3% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 8 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 3% | 0.08% | The Vanguard Group, Inc. |
| 9 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX diff. adviser | 3% | 0.32% | Capital Research and Management Company |
| 10 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 11 | Nuveen Municipal Credit Income Fund | 3% | — | — |
| 12 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX diff. adviser | 3% | 0.55% | Pacific Investment Management Company LLC |
| 13 | Aspiriant Risk-Managed Municipal Bond Fund · RMMBX diff. adviser | 3% | 0.43% | Aspiriant, LLC |
| 14 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX diff. adviser | 3% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 3% | 0.05% | The Vanguard Group, Inc. |
| 16 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 3% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB diff. adviser | 3% | 0.35% | SSGA Funds Management, Inc. |
| 18 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX diff. adviser | 3% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 19 | VanEck Short High Yield Muni ETF · SHYD diff. adviser | 3% | 0.32% | Van Eck Associates Corporation |
| 20 | Invesco Short Duration High Yield Municipal Fund diff. adviser | 3% | 0.55% | Invesco Advisers, Inc. |
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