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 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX | 33% | 0.26% | Capital Research and Management Company |
| 2 | Capital Group Short Duration Municipal Income ETF · CGSM | 26% | 0.25% | Capital Research and Management Company |
| 3 | Capital Group Municipal Income ETF · CGMU | 12% | 0.27% | Capital Research and Management Company |
| 4 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 5 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX | 9% | 0.27% | Capital Research and Management Company |
| 6 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 9% | 0.12% | The Vanguard Group, Inc. |
| 7 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 8 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 6% | 0.13% | J.P. Morgan Private Investments Inc. |
| 9 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 10 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 6% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 6% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 12 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 6% | 0.09% | Strategic Advisers LLC |
| 13 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 6% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 14 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 6% | 0.41% | Russell Investment Management, LLC |
| 15 | iShares Short Maturity Municipal Bond Active ETF · MEAR diff. adviser | 6% | 0.26% | BlackRock Fund Advisors |
| 16 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX | 6% | 0.32% | Capital Research and Management Company |
| 17 | Baird Short-Term Municipal Bond Fund · BTMIX, BTMSX diff. adviser | 5% | 0.30% | Robert W. Baird & Co. Incorporated |
| 18 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM cheaper diff. adviser | 5% | 0.20% | SSGA Funds Management, Inc. |
| 19 | NYLI MacKay Muni Intermediate ETF · MMIT diff. adviser | 5% | 0.30% | New York Life Investment Management LLC |
| 20 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
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