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 | Northern Trust Intermediate Tax-Exempt Bond ETF · TAXI | 15% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Northern Trust Short-Term Tax-Exempt Bond ETF · TAXS | 6% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF · VTEL diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 4 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 5 | Fidelity SAI Enhanced Municipal Income Fund · FENCX diff. adviser | 5% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX diff. adviser | 5% | 0.27% | Capital Research and Management Company |
| 7 | AB Municipal Income Shares · MISHX diff. adviser | 4% | 0.15% | AllianceBernstein L.P. |
| 8 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 9 | Invesco BulletShares 2034 Municipal Bond ETF diff. adviser | 4% | 0.18% | Invesco Capital Management LLC |
| 10 | Bridge Builder Municipal Bond Fund · BBMUX diff. adviser | 4% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 11 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 4% | 0.28% | Invesco Capital Management LLC |
| 12 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 13 | Six Circles Tax Aware Bond Fund diff. adviser | 4% | 0.13% | J.P. Morgan Private Investments Inc. |
| 14 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 4% | 0.50% | AllianceBernstein L.P. |
| 15 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 16 | VanEck Intermediate Muni ETF · ITM diff. adviser | 4% | 0.18% | Van Eck Associates Corporation |
| 17 | Invesco BulletShares 2032 Municipal Bond ETF diff. adviser | 4% | 0.18% | Invesco Capital Management LLC |
| 18 | Fidelity Systematic Municipal Bond Index ETF · FMUN diff. adviser | 3% | 0.05% | Fidelity Management & Research Company LLC |
| 19 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM diff. adviser | 3% | 0.12% | The Vanguard Group, Inc. |
| 20 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX diff. adviser | 3% | 0.26% | Capital Research and Management Company |
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