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 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM diff. adviser | 7% | 0.20% | SSGA Funds Management, Inc. |
| 2 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 3 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM diff. adviser | 6% | 0.12% | The Vanguard Group, Inc. |
| 4 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 5 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 4% | 0.05% | The Vanguard Group, Inc. |
| 6 | Northern Trust Short-Term Tax-Exempt Bond ETF · TAXS cheaper diff. adviser | 4% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | iShares Short Maturity Municipal Bond Active ETF · MEAR diff. adviser | 4% | 0.26% | BlackRock Fund Advisors |
| 8 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 4% | 0.53% | Thornburg Investment Management, Inc. |
| 9 | Invesco Limited Term Municipal Income Fund · ATFAX, AITFX, ATFIX, ATFYX, ATFCX, ATFSX diff. adviser | 4% | 0.28% | Invesco Advisers, Inc. |
| 10 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 4% | 0.55% | First Trust Advisors L.P. |
| 11 | VanEck Short High Yield Muni ETF · SHYD | 4% | 0.32% | Van Eck Associates Corporation |
| 12 | Invesco Short Term Municipal Fund diff. adviser | 4% | 0.43% | Invesco Advisers, Inc. |
| 13 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX diff. adviser | 4% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 14 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX diff. adviser | 4% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 15 | Baird Short-Term Municipal Bond Fund · BTMIX, BTMSX diff. adviser | 4% | 0.30% | Robert W. Baird & Co. Incorporated |
| 16 | BondBloxx IR+M Tax-Aware Short Duration ETF · TAXX diff. adviser | 3% | 0.35% | BondBloxx Investment Management Corporation |
| 17 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX diff. adviser | 3% | 0.49% | Thornburg Investment Management, Inc. |
| 18 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX diff. adviser | 3% | 0.26% | Capital Research and Management Company |
| 19 | Xtrackers California Municipal Bond ETF · CA diff. adviser | 3% | 0.07% | DBX Advisors LLC |
| 20 | iShares iBonds Dec 2027 Term Muni Bond ETF · IBMP diff. adviser | 3% | 0.18% | BlackRock Fund Advisors |
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