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 LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 2 | iShares Short-Term National Muni Bond ETF · SUB cheaper diff. adviser | 10% | 0.07% | BlackRock Fund Advisors |
| 3 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 10% | 0.12% | The Vanguard Group, Inc. |
| 4 | State Street(R) SPDR Nuveen ICE Municipal Bond ETF · TFI | 9% | 0.23% | SSGA Funds Management, Inc. |
| 5 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 7% | 0.05% | The Vanguard Group, Inc. |
| 7 | VanEck Short Muni ETF · SMB cheaper diff. adviser | 7% | 0.07% | Van Eck Associates Corporation |
| 8 | Northern Trust Short-Term Tax-Exempt Bond ETF · TAXS cheaper diff. adviser | 6% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 10 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 11 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX diff. adviser | 5% | 0.24% | T. Rowe Price Associates, Inc. |
| 12 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX diff. adviser | 5% | 0.24% | Capital Research and Management Company |
| 13 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 5% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 14 | BlackRock Municipal 2030 Target Term Trust | 5% | — | — |
| 15 | Invesco BulletShares 2028 Municipal Bond ETF · BSMS cheaper diff. adviser | 5% | 0.18% | Invesco Capital Management LLC |
| 16 | Invesco BulletShares 2029 Municipal Bond ETF · BSMT cheaper diff. adviser | 5% | 0.18% | Invesco Capital Management LLC |
| 17 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 18 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX diff. adviser | 5% | 0.43% | Nuveen Fund Advisors, LLC |
| 19 | iShares Short Maturity Municipal Bond Active ETF · MEAR diff. adviser | 5% | 0.26% | BlackRock Fund Advisors |
| 20 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 5% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
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