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 | Franklin New York Municipal Income ETF cheaper | 85% | 0.36% | Franklin Advisers, Inc. |
| 2 | Franklin New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX cheaper | 13% | 0.49% | Franklin Advisers, Inc. |
| 3 | PIMCO New York Municipal Income Fund | 12% | — | — |
| 4 | PIMCO New York Municipal Income Fund III | 11% | — | — |
| 5 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX cheaper diff. adviser | 11% | 0.51% | AllianceBernstein L.P. |
| 6 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 10% | 0.65% | DWS Investment Management Americas, Inc. |
| 7 | Nuveen New York Municipal Bond Fund · NNYAX, NTNYX, NAJPX diff. adviser | 10% | 0.57% | Nuveen Fund Advisors, LLC |
| 8 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX cheaper diff. adviser | 10% | 0.48% | New York Life Investment Management LLC |
| 9 | BNY Mellon New York AMT-Free Municipal Bond Fund · PSNYX, PNYCX, DNYIX, DNYYX, DNYAX cheaper diff. adviser | 10% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 10 | BlackRock MuniYield New York Quality Fund, Inc. | 10% | — | — |
| 11 | Nomura Tax-Free New York Fund · FTNYX, DVFNX, DTNIX diff. adviser | 10% | 0.55% | Macquarie Investment Management Business Trust |
| 12 | Columbia Strategic New York Municipal Income Fund · COLNX, CNYCX, CNYZX, CNYRX, CNTYX cheaper diff. adviser | 10% | 0.44% | Columbia Management Investment Advisers, LLC |
| 13 | VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND · VNYTX, VNYUX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 14 | Eaton Vance New York Municipal Bond Fund | 9% | — | — |
| 15 | American Funds Tax-Exempt Fund of New York · NYAAX, NYACX, NYAEX, NYAFX, TFNYX, TATEX cheaper diff. adviser | 9% | 0.30% | Capital Research and Management Company |
| 16 | Victory New York Bond Fund · USNYX, UNYIX diff. adviser | 8% | 0.63% | Victory Capital Management Inc. |
| 17 | Nuveen New York AMT-Free Quality Municipal Income Fund | 8% | — | — |
| 18 | BlackRock MuniHoldings New York Quality Fund, Inc. | 8% | — | — |
| 19 | BlackRock New York Municipal Income Trust | 8% | — | — |
| 20 | Invesco New York AMT-Free Municipal Bond ETF · PZT cheaper diff. adviser | 8% | 0.28% | Invesco Capital Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.