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 | BATS: Short Term Municipal Income Series cheaper | 33% | 0.17% | BlackRock Advisors, LLC |
| 2 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper | 13% | 0.26% | BlackRock Fund Advisors |
| 3 | iShares iBonds Dec 2025 Term Muni Bond ETF · IBMN cheaper | 4% | 0.18% | BlackRock Fund Advisors |
| 4 | Invesco BulletShares 2025 Municipal Bond ETF · BSMP cheaper | 4% | 0.18% | Invesco Capital Management LLC |
| 5 | SBH COLORADO TAX FREE FUND · WTCOX, WICOX | 3% | 0.50% | SEGALL BRYANT AND HAMILL LLC |
| 6 | Nuveen Ultra Short Municipal Managed Accounts Portfolio · NUSMX cheaper | 3% | 0.00% | — |
| 7 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX | 3% | 0.35% | Boston Management and Research |
| 8 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX cheaper | 3% | 0.20% | Fidelity Management & Research Company LLC |
| 9 | Invesco Floating Rate Municipal Income ETF · PVI cheaper | 2% | 0.25% | Invesco Capital Management LLC |
| 10 | First Trust Ultra Short Duration Municipal ETF · FUMB | 2% | 0.45% | First Trust Advisors L.P. |
| 11 | Allspring Ultra Short Municipal ETF · AUSM cheaper | 2% | 0.18% | — |
| 12 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper | 2% | 0.20% | Allspring Funds Management, LLC |
| 13 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper | 2% | 0.33% | Pacific Investment Management Company LLC |
| 14 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper | 1% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 15 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX | 1% | 0.45% | Pacific Investment Management Company LLC |
| 16 | Eaton Vance New York Municipal Opportunities Fund · EXNYX, EZNYX, ENYIX | 1% | 0.55% | Boston Management and Research |
| 17 | JPMorgan Municipal ETF · JMUB cheaper | 1% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 18 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX | 1% | 0.45% | abrdn Inc. |
| 19 | Brown Advisory Tax-Exempt Bond Fund · BTEIX, BIAEX | 1% | 0.41% | Brown Advisory LLC |
| 20 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 1% | 0.19% | — |
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