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 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper | 33% | 0.24% | Capital Research and Management Company |
| 2 | Capital Group Municipal Income ETF · CGMU | 17% | 0.27% | Capital Research and Management Company |
| 3 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX | 16% | 0.27% | Capital Research and Management Company |
| 4 | Capital Group Short Duration Municipal Income ETF · CGSM cheaper | 15% | 0.25% | Capital Research and Management Company |
| 5 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX | 12% | 0.32% | Capital Research and Management Company |
| 6 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 10% | 0.13% | J.P. Morgan Private Investments Inc. |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 8 | Capital Group Municipal High-Income ETF · CGHM | 9% | 0.34% | Capital Research and Management Company |
| 9 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 8% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 8% | 0.12% | The Vanguard Group, Inc. |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 12 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 13 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 7% | 0.47% | Lord, Abbett & Co. LLC |
| 14 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX | 7% | 0.29% | Capital Research and Management Company |
| 15 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 7% | 0.41% | Russell Investment Management, LLC |
| 16 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 6% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 17 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 18 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 6% | 0.35% | Hartford Funds Management Company, LLC |
| 19 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 20 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 6% | 0.31% | Fidelity Management & Research Company LLC |
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