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 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX cheaper | 33% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan High Yield Municipal ETF · JMHI cheaper | 28% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Municipal ETF · JMUB cheaper | 26% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX cheaper | 22% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper | 21% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX cheaper | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX cheaper | 14% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper | 10% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 9 | Invesco Municipal Opportunity Trust | 7% | — | — |
| 10 | Invesco Trust for Investment Grade Municipals | 7% | — | — |
| 11 | Invesco Advantage Municipal Income Trust II | 7% | — | — |
| 12 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 7% | 0.15% | AllianceBernstein L.P. |
| 13 | Invesco Municipal Trust | 7% | — | — |
| 14 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 15 | Invesco Quality Municipal Income Trust | 6% | — | — |
| 16 | Invesco Value Municipal Income Trust | 6% | — | — |
| 17 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 6% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 18 | High-Yield Municipal Fund · ABHYX, AYMAX, AYMCX, AYMIX, AYMYX cheaper diff. adviser | 6% | 0.37% | American Century Investment Management, Inc. |
| 19 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 6% | 0.29% | Hartford Funds Management Company, LLC |
| 20 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX diff. adviser | 6% | 0.55% | Pacific Investment Management Company LLC |
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