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 | Clearwater Tax-Exempt Bond Fund · QWVQX diff. adviser | 24% | 0.74% | Clearwater Management Co Inc. |
| 2 | Amplify Municipal CEF High Income ETF | 4% | 2.78% | — |
| 3 | VanEck CEF Muni Income ETF · XMPT diff. adviser | 4% | 1.97% | Van Eck Associates Corporation |
| 4 | First Trust Flexible Municipal High Income ETF · MFLX diff. adviser | 4% | 1.01% | First Trust Advisors L.P. |
| 5 | Robinson Tax Advantaged Income Fund · ROBAX, ROBCX, ROBNX, ROBDX diff. adviser | 3% | 2.92% | Liberty Street Advisors, Inc. |
| 6 | Rockefeller Municipal Opportunities Fund | 3% | — | — |
| 7 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX cheaper diff. adviser | 2% | 0.59% | Lord, Abbett & Co. LLC |
| 8 | iShares High Yield Muni Active ETF cheaper diff. adviser | 2% | 0.39% | BlackRock Fund Advisors |
| 9 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX | 2% | 0.79% | — |
| 10 | First Trust Municipal High Income ETF · FMHI diff. adviser | 2% | 0.70% | First Trust Advisors L.P. |
| 11 | Columbia Strategic Municipal Income Fund · INTAX, RTCEX, CATZX, CADNX, CATYX, CATSX cheaper diff. adviser | 2% | 0.44% | Columbia Management Investment Advisers, LLC |
| 12 | Eaton Vance National Municipal Opportunities Trust | 2% | — | — |
| 13 | MFS HIGH YIELD MUNICIPAL TRUST | 2% | — | — |
| 14 | NYLI MacKay Muni Insured ETF · MMIN cheaper diff. adviser | 2% | 0.30% | New York Life Investment Management LLC |
| 15 | CITY NATIONAL ROCHDALE MUNICIPAL HIGH INCOME FUND · CNRNX, CNRMX | 2% | 0.88% | — |
| 16 | MFS INVESTMENT GRADE MUNICIPAL TRUST | 2% | — | — |
| 17 | Columbia Total Return Municipal Income Fund · COLTX, COLCX, CTEZX, CADMX, CTEYX, CTEDX cheaper diff. adviser | 2% | 0.48% | Columbia Management Investment Advisers, LLC |
| 18 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper diff. adviser | 2% | 0.18% | Boston Management and Research |
| 19 | MFS HIGH INCOME MUNICIPAL TRUST | 2% | — | — |
| 20 | Allspring High Yield Municipal Bond Fund · WHYDX, WHYIX, WHYMX, WHYCX, EKHRX cheaper diff. adviser | 2% | 0.50% | Allspring Funds Management, LLC |
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