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 | SPDR SSGA My2029 Municipal Bond ETF · MYMI | 3% | 0.20% | SSGA Funds Management, Inc. |
| 2 | SPDR SSGA My2031 Municipal Bond ETF · MYMK | 2% | 0.20% | — |
| 3 | Western Asset Intermediate Maturity New York Municipals Fund · IMNYX, SINLX, LMIIX, SNYSX diff. adviser | 2% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Western Asset New York Municipals Fund · SBNYX, SBYLX, SNPYX, SNIPX diff. adviser | 2% | 0.61% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Invesco BulletShares 2030 Municipal Bond ETF · BSMU cheaper diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 6 | Nuveen Municipal Income Fund, Inc. | 1% | — | — |
| 7 | BlackRock Short Duration Muni Fund diff. adviser | 1% | 0.32% | BlackRock Advisors, LLC |
| 8 | F/m Ultrashort Tax-Free Municipal ET · ZMUN | 1% | 0.30% | — |
| 9 | Federated Hermes Pennsylvania Municipal Income Fund · PAMFX, PAMIX | 1% | 0.53% | — |
| 10 | SPDR SSGA My2028 Municipal Bond ETF · MYMH | 1% | 0.20% | SSGA Funds Management, Inc. |
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