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 | VanEck High Yield Muni ETF · HYD | 18% | 0.32% | Van Eck Associates Corporation |
| 2 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX diff. adviser | 16% | 0.41% | Lord, Abbett & Co. LLC |
| 3 | iShares Short Duration High Yield Muni Active ETF diff. adviser | 10% | 0.40% | BlackRock Fund Advisors |
| 4 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 9% | 0.47% | Lord, Abbett & Co. LLC |
| 5 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB diff. adviser | 8% | 0.35% | SSGA Funds Management, Inc. |
| 6 | Invesco Intermediate Term Municipal Income Fund · VKLMX, VKLCX, VKLIX, VKLSX diff. adviser | 8% | 0.52% | Invesco Advisers, Inc. |
| 7 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 8% | 0.12% | The Vanguard Group, Inc. |
| 8 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 9 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 10 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper diff. adviser | 8% | 0.01% | Lord, Abbett & Co. LLC |
| 11 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 8% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 12 | T. Rowe Price Intermediate Tax-Free High Yield Fund · PRIHX, TFHAX diff. adviser | 8% | 0.41% | T. Rowe Price Associates, Inc. |
| 13 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 14 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 7% | 0.27% | AllianceBernstein L.P. |
| 15 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX diff. adviser | 7% | 0.49% | PGIM INVESTMENTS LLC |
| 16 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 7% | 0.52% | John Hancock Investment Management LLC |
| 17 | T. Rowe Price Summit Municipal Intermediate Fund · PRSMX, PAIFX, PRTMX cheaper diff. adviser | 7% | 0.29% | T. Rowe Price Associates, Inc. |
| 18 | BlackRock Municipal 2030 Target Term Trust | 7% | — | — |
| 19 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 7% | 0.27% | AllianceBernstein L.P. |
| 20 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 7% | 0.29% | PGIM INVESTMENTS LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.