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 | JPMorgan Ultra-Short Municipal Income ETF · JMST | 57% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 12% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Municipal ETF · JMUB | 12% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Sustainable Municipal Income ETF · JMSI | 11% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX | 11% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 9% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan High Yield Municipal ETF · JMHI | 8% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 7% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX | 7% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 6% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 11 | VANGUARD MUNICIPAL LOW DURATION FUND cheaper diff. adviser | 4% | 0.01% | The Vanguard Group, Inc. |
| 12 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 4% | 0.09% | Strategic Advisers LLC |
| 13 | First Trust Ultra Short Duration Municipal ETF · FUMB diff. adviser | 4% | 0.45% | First Trust Advisors L.P. |
| 14 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX diff. adviser | 3% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 3% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 16 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 17 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 3% | 0.34% | — |
| 18 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 3% | 0.38% | Franklin Advisers, Inc. |
| 19 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX diff. adviser | 3% | 0.43% | Nuveen Fund Advisors, LLC |
| 20 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper diff. adviser | 3% | 0.05% | The Vanguard Group, Inc. |
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