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 | Invesco BulletShares 2025 Municipal Bond ETF · BSMP cheaper | 9% | 0.18% | Invesco Capital Management LLC |
| 2 | VANGUARD MUNICIPAL LOW DURATION FUND cheaper diff. adviser | 6% | 0.01% | The Vanguard Group, Inc. |
| 3 | BATS: Short Term Municipal Income Series cheaper diff. adviser | 5% | 0.17% | BlackRock Advisors, LLC |
| 4 | Nuveen Ultra Short Municipal Managed Accounts Portfolio · NUSMX cheaper | 5% | 0.00% | — |
| 5 | iShares iBonds Dec 2025 Term Muni Bond ETF · IBMN cheaper diff. adviser | 4% | 0.18% | BlackRock Fund Advisors |
| 6 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper diff. adviser | 4% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 7 | iShares Short Maturity Municipal Bond Active ETF · MEAR diff. adviser | 3% | 0.26% | BlackRock Fund Advisors |
| 8 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper diff. adviser | 2% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 9 | SIMT Tax-Free Conservative Income Fund · TFCAX, TFCYX | 2% | 0.34% | — |
| 10 | Columbia High Yield Municipal Fund · LHIAX, CHMCX, SRHMX, CHMYX, CHHYX, SRHDX diff. adviser | 2% | 0.55% | Columbia Management Investment Advisers, LLC |
| 11 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 2% | 0.19% | — |
| 12 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 2% | 0.09% | The Vanguard Group, Inc. |
| 13 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 2% | 0.11% | — |
| 14 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX diff. adviser | 2% | 0.35% | Boston Management and Research |
| 15 | California Intermediate Tax-Exempt Fund · NCITX diff. adviser | 2% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Franklin Dynamic Municipal Bond ETF · FLMI diff. adviser | 2% | 0.30% | Franklin Advisers, Inc. |
| 17 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX diff. adviser | 2% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 18 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 19 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX diff. adviser | 2% | 0.45% | abrdn Inc. |
| 20 | Rockefeller Opportunistic Municipal Bond ETF · RMOP diff. adviser | 2% | 0.80% | Tidal Investments LLC |
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