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 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper diff. adviser | 22% | 0.30% | New York Life Investment Management LLC |
| 2 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX diff. adviser | 21% | 0.45% | New York Life Investment Management LLC |
| 3 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 20% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX cheaper diff. adviser | 20% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 5 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX diff. adviser | 11% | 0.43% | New York Life Investment Management LLC |
| 6 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 10% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 8 | Clearwater Tax-Exempt Bond Fund · QWVQX diff. adviser | 9% | 0.74% | Clearwater Management Co Inc. |
| 9 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 9% | 0.27% | Capital Research and Management Company |
| 10 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 8% | 0.13% | J.P. Morgan Private Investments Inc. |
| 11 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX cheaper diff. adviser | 8% | 0.27% | Capital Research and Management Company |
| 12 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 13 | Goldman Sachs Municipal Income ETF · GMUB cheaper diff. adviser | 8% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 14 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 8% | 0.12% | The Vanguard Group, Inc. |
| 15 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 7% | 0.44% | Brown Brothers Harriman & Co. |
| 16 | Nuveen Intermediate Duration Municipal Bond Fund · NMBAX, NUVBX, NNCCX diff. adviser | 7% | 0.44% | Nuveen Fund Advisors, LLC |
| 17 | Goldman Sachs Municipal Income Completion Fund · GSAAX cheaper diff. adviser | 7% | 0.00% | Goldman Sachs Asset Management, L.P. |
| 18 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 7% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 19 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX cheaper diff. adviser | 7% | 0.40% | AllianceBernstein L.P. |
| 20 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
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