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 | Thornburg New Mexico Intermediate Municipal Fund · THNMX, THNDX, THNIX | 4% | 0.67% | Thornburg Investment Management, Inc. |
| 2 | Goldman Sachs Dynamic New York Municipal Income ETF · GMNY cheaper diff. adviser | 3% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 3 | New York Municipal Portfolio · ANIAX, ANMCX, SNNYX, ANIYX cheaper diff. adviser | 3% | 0.50% | AllianceBernstein L.P. |
| 4 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX cheaper | 3% | 0.50% | Thornburg Investment Management, Inc. |
| 5 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX cheaper diff. adviser | 3% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 6 | AB New York Intermediate Municipal ETF · NYM cheaper diff. adviser | 2% | 0.27% | AllianceBernstein L.P. |
| 7 | Thornburg Limited Term U.S. Government Fund · LTUSX, LTUCX, LTUIX, LTURX, LTGRX, LTUGX, LTUQX | 2% | 0.67% | Thornburg Investment Management, Inc. |
| 8 | Thornburg Capital Management Fund | 2% | — | Thornburg Investment Management, Inc. |
| 9 | First Trust New York Municipal High Income ETF · FMNY cheaper diff. adviser | 2% | 0.65% | First Trust Advisors L.P. |
| 10 | Gabelli Healthcare & WellnessRx Trust | 2% | — | — |
| 11 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 2% | 0.15% | BlackRock Fund Advisors |
| 12 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 2% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 13 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 2% | 0.08% | Invesco Capital Management LLC |
| 14 | abrdn Bloomberg All Commodity Strategy K-1 Free ETF · BCI cheaper diff. adviser | 2% | 0.26% | abrdn Inc. |
| 15 | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF · BCD cheaper diff. adviser | 2% | 0.30% | abrdn Inc. |
| 16 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 2% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 2% | 0.09% | BlackRock Fund Advisors |
| 18 | Virtus AlphaSimplex Managed Futures Strategy Fund · AMFNX, AMFAX, ASFCX, ASFYX diff. adviser | 2% | 1.33% | Virtus Alternative Investment Advisers, LLC |
| 19 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 2% | 0.07% | Global X Management Company LLC |
| 20 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 2% | 0.06% | DBX Advisors LLC |
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