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 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX cheaper diff. adviser | 3% | 0.42% | Victory Capital Management Inc. |
| 2 | Franklin Ohio Municipal Income ETF cheaper | 2% | 0.35% | — |
| 3 | Capital Group Municipal Income Completion Fund · MICOX cheaper diff. adviser | 2% | 0.00% | Capital Research and Management Company |
| 4 | BondBloxx IR+M Tax-Aware Intermediate Duration ETF cheaper diff. adviser | 2% | 0.35% | BondBloxx Investment Management Corporation |
| 5 | Nomura Tax-Free USA ETF · LTAX cheaper | 2% | 0.39% | — |
| 6 | Invesco Rochester High Yield Municipal ETF · IROC cheaper diff. adviser | 2% | 0.39% | Invesco Capital Management LLC |
| 7 | NEUBERGER MUNICIPAL FUND INC. | 2% | — | — |
| 8 | Invesco Intermediate Municipal ETF cheaper diff. adviser | 2% | 0.35% | Invesco Capital Management LLC |
| 9 | BNY Mellon Massachusetts Intermediate Municipal Bond Fund · MMBMX, MMBIX diff. adviser | 2% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 10 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 2% | 0.39% | John Hancock Investment Management LLC |
| 11 | Guggenheim Municipal Income Fund · GIJAX, GIJCX, GIJIX, GIJPX diff. adviser | 2% | 0.53% | Guggenheim Partners Investment Management, LLC |
| 12 | Intermediate Tax-Exempt Fund · NOITX diff. adviser | 2% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 2% | 0.48% | Thornburg Investment Management, Inc. |
| 14 | Nuveen Dynamic Municipal Opportunities Fund | 2% | — | — |
| 15 | Eaton Vance High Income Municipal ETF · EVYM cheaper | 2% | 0.40% | — |
| 16 | Wilmington Municipal Bond Fund · WTABX, WTAIX diff. adviser | 1% | 0.49% | Wilmington Funds Management Corporation |
| 17 | Thornburg Strategic Municipal Income Fund · TSSAX, TSSCX, TSSIX diff. adviser | 1% | 0.50% | Thornburg Investment Management, Inc. |
| 18 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 1% | 0.30% | BlackRock Fund Advisors |
| 19 | Nuveen High Yield Municipal Income ETF · NHYM cheaper diff. adviser | 1% | 0.35% | Nuveen Fund Advisors, LLC |
| 20 | Eaton Vance AMT-Free Municipal Income Fund · ETMBX, EVMBX, ECMBX diff. adviser | 1% | 0.66% | Eaton Vance Management |
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