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 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL cheaper diff. adviser | 33% | 0.09% | The Vanguard Group, Inc. |
| 2 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper diff. adviser | 26% | 0.03% | The Vanguard Group, Inc. |
| 3 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 23% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | iShares National Muni Bond ETF · MUB cheaper diff. adviser | 18% | 0.05% | BlackRock Fund Advisors |
| 5 | Invesco California AMT-Free Municipal Bond ETF · PWZ | 16% | 0.28% | Invesco Capital Management LLC |
| 6 | Invesco New York AMT-Free Municipal Bond ETF · PZT | 15% | 0.28% | Invesco Capital Management LLC |
| 7 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF · MUNY cheaper diff. adviser | 14% | 0.09% | The Vanguard Group, Inc. |
| 8 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX cheaper diff. adviser | 14% | 0.09% | The Vanguard Group, Inc. |
| 9 | VanEck Long Muni ETF · MLN cheaper diff. adviser | 11% | 0.24% | Van Eck Associates Corporation |
| 10 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX cheaper diff. adviser | 11% | 0.27% | Capital Research and Management Company |
| 11 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper diff. adviser | 11% | 0.06% | The Vanguard Group, Inc. |
| 12 | State Street(R) SPDR Nuveen ICE Municipal Bond ETF · TFI cheaper diff. adviser | 10% | 0.23% | SSGA Funds Management, Inc. |
| 13 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 14 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper diff. adviser | 10% | 0.08% | The Vanguard Group, Inc. |
| 15 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 9% | 0.19% | Strategic Advisers LLC |
| 16 | VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND · VNYTX, VNYUX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 17 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 8% | 0.13% | J.P. Morgan Private Investments Inc. |
| 18 | Invesco BulletShares 2034 Municipal Bond ETF cheaper | 8% | 0.18% | Invesco Capital Management LLC |
| 19 | Invesco BulletShares 2035 Municipal Bond ETF cheaper | 8% | 0.18% | — |
| 20 | Nuveen AMT-Free Quality Municipal Income Fund | 7% | — | — |
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