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 | Overlay Shares Municipal Bond ETF · OVM | 16% | 0.81% | — |
| 2 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 11% | 1.01% | — |
| 3 | MFS Active Intermediate Muni Bond ETF · MFSM cheaper diff. adviser | 8% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | Aspiriant Risk-Managed Municipal Bond Fund · RMMBX cheaper diff. adviser | 7% | 0.43% | Aspiriant, LLC |
| 5 | NYLI Hedge Multi-Strategy Tracker ETF · QAI diff. adviser | 6% | 0.88% | New York Life Investment Management LLC |
| 6 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 5% | 0.19% | Strategic Advisers LLC |
| 7 | NYLI VP Hedge Multi-Strategy Portfolio diff. adviser | 4% | 1.08% | New York Life Investment Management LLC |
| 8 | ActivePassive Intermediate Municipal Bond ETF · APMU cheaper | 4% | 0.35% | — |
| 9 | Franklin High Yield Tax-Free Income Fund · FHYVX, FRHIX, FHYIX, FHYRX, FHYQX cheaper diff. adviser | 4% | 0.50% | Franklin Advisers, Inc. |
| 10 | WAVELENGTH FUND · WAVLX diff. adviser | 3% | 1.26% | Wavelength Capital Management, LLC |
| 11 | Blueprint Chesapeake Multi-Asset Trend ETF · TFPN diff. adviser | 3% | 1.96% | Tidal Investments LLC |
| 12 | Diversified Tax Exempt Series · EXDVX, MNDWX cheaper diff. adviser | 3% | 0.13% | Manning & Napier Advisors, LLC |
| 13 | PGIM Municipal Income Opportunities ETF · PMIO cheaper diff. adviser | 2% | 0.25% | PGIM INVESTMENTS LLC |
| 14 | The Intermediate Term Municipal Bond Portfolio · HCIMX cheaper diff. adviser | 2% | 0.48% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 15 | Destinations Municipal Fixed Income Fund · DMFFX, DMFZX diff. adviser | 2% | 0.66% | Brinker Capital Investments, LLC |
| 16 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 2% | 0.29% | PGIM INVESTMENTS LLC |
| 17 | RiverNorth Managed Duration Municipal Income Fund II Inc. | 2% | — | — |
| 18 | RiverNorth Opportunistic Municipal Income Fund Inc. | 2% | — | — |
| 19 | RiverNorth Flexible Municipal Income Fund II Inc. | 2% | — | — |
| 20 | RiverNorth Flexible Municipal Income Fund Inc. | 2% | — | — |
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