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 | Allspring Municipal Bond Fund · WMFAX, WMFCX, WMFDX, WMBIX, WMBRX cheaper diff. adviser | 15% | 0.37% | Allspring Funds Management, LLC |
| 2 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 14% | 0.13% | J.P. Morgan Private Investments Inc. |
| 3 | Nuveen Quality Municipal Income Fund | 11% | — | — |
| 4 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 10% | 0.32% | Van Eck Associates Corporation |
| 5 | Morningstar Municipal Bond Fund · MSTPX diff. adviser | 10% | 0.58% | Morningstar Investment Management LLC |
| 6 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 9% | 0.19% | Strategic Advisers LLC |
| 7 | Allspring Managed Account CoreBuilder Shares Series M · WFCMX cheaper diff. adviser | 9% | 0.00% | Allspring Funds Management, LLC |
| 8 | Nuveen High Yield Municipal Bond Fund · NHMAX, NHMRX, NHCCX, NHMFX diff. adviser | 9% | 1.77% | Nuveen Fund Advisors, LLC |
| 9 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 8% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 11 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 8% | 0.35% | SSGA Funds Management, Inc. |
| 12 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX diff. adviser | 7% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 13 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX diff. adviser | 7% | 0.54% | Russell Investment Management, LLC |
| 14 | iShares High Yield Muni Active ETF cheaper diff. adviser | 7% | 0.39% | BlackRock Fund Advisors |
| 15 | Symmetry Panoramic Municipal Fixed Income Fund · SPMFX diff. adviser | 7% | 0.52% | Symmetry Partners, LLC |
| 16 | Overlay Shares Municipal Bond ETF · OVM | 7% | 0.81% | — |
| 17 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 7% | 1.01% | — |
| 18 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX diff. adviser | 7% | 0.43% | New York Life Investment Management LLC |
| 19 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 20 | Columbia Total Return Municipal Income Fund · COLTX, COLCX, CTEZX, CADMX, CTEYX, CTEDX diff. adviser | 7% | 0.48% | Columbia Management Investment Advisers, LLC |
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