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 | Old Westbury New York Municipal Bond Fund · OWNYX | 7% | 0.57% | Bessemer Investment Management LLC |
| 2 | Old Westbury California Municipal Bond Fund · OWCAX | 6% | 0.57% | Bessemer Investment Management LLC |
| 3 | Old Westbury All Cap Core Fund · OWACX | 3% | 0.95% | Bessemer Investment Management LLC |
| 4 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 3% | 0.05% | The Vanguard Group, Inc. |
| 5 | Old Westbury Total Equity Fund · OWTEX | 2% | 0.99% | Bessemer Investment Management LLC |
| 6 | Old Westbury Large Cap Strategies Fund · OWLSX | 2% | 1.10% | Bessemer Investment Management LLC |
| 7 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX cheaper diff. adviser | 2% | 0.43% | Nuveen Fund Advisors, LLC |
| 8 | Invesco BulletShares 2033 Municipal Bond ETF cheaper diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 9 | Invesco BulletShares 2031 Municipal Bond ETF cheaper diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 10 | VanEck Intermediate Muni ETF · ITM cheaper diff. adviser | 2% | 0.18% | Van Eck Associates Corporation |
| 11 | Columbia Multi-Sector Municipal Income ETF · MUST cheaper diff. adviser | 2% | 0.23% | Columbia Management Investment Advisers, LLC |
| 12 | iShares Short-Term National Muni Bond ETF · SUB cheaper diff. adviser | 2% | 0.07% | BlackRock Fund Advisors |
| 13 | Old Westbury Short-Term Bond Fund · OWSBX cheaper | 1% | 0.37% | Bessemer Investment Management LLC |
| 14 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 1% | 0.08% | The Vanguard Group, Inc. |
| 15 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 1% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM cheaper diff. adviser | 1% | 0.20% | SSGA Funds Management, Inc. |
| 17 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 1% | 0.03% | The Vanguard Group, Inc. |
| 18 | Schwab Tax-Free Bond Fund · SWNTX cheaper diff. adviser | 1% | 0.38% | Charles Schwab Investment Management, Inc. |
| 19 | iShares National Muni Bond ETF · MUB cheaper diff. adviser | 1% | 0.05% | BlackRock Fund Advisors |
| 20 | iShares Municipal Bond Index Fund cheaper diff. adviser | 1% | 0.20% | BlackRock Fund Advisors |
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