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 Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper diff. adviser | 12% | 0.20% | Allspring Funds Management, LLC |
| 2 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 12% | 0.09% | Strategic Advisers LLC |
| 3 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 10% | 0.35% | Allspring Funds Management, LLC |
| 4 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 5 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 8% | 0.12% | The Vanguard Group, Inc. |
| 6 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 7 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 7% | 0.34% | — |
| 8 | First Trust Short Duration Managed Municipal ETF · FSMB cheaper diff. adviser | 6% | 0.55% | First Trust Advisors L.P. |
| 9 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 6% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 10 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 6% | 0.24% | Capital Research and Management Company |
| 11 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 6% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 13 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX cheaper diff. adviser | 5% | 0.50% | Thornburg Investment Management, Inc. |
| 14 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 15 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX cheaper diff. adviser | 5% | 0.41% | Lord, Abbett & Co. LLC |
| 16 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 5% | 0.35% | Boston Management and Research |
| 17 | Baird Short-Term Municipal Bond Fund · BTMIX, BTMSX cheaper diff. adviser | 5% | 0.30% | Robert W. Baird & Co. Incorporated |
| 18 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 5% | 0.33% | Columbia Management Investment Advisers, LLC |
| 19 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 5% | 0.26% | BlackRock Fund Advisors |
| 20 | Invesco Short Term Municipal Fund cheaper diff. adviser | 5% | 0.43% | Invesco Advisers, Inc. |
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