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 | Invesco Intermediate Municipal ETF cheaper diff. adviser | 11% | 0.35% | Invesco Capital Management LLC |
| 2 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 11% | 0.32% | Van Eck Associates Corporation |
| 3 | Invesco Short Duration High Yield Municipal Fund | 9% | 0.55% | Invesco Advisers, Inc. |
| 4 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper diff. adviser | 9% | 0.41% | Lord, Abbett & Co. LLC |
| 5 | Invesco Municipal Opportunity Trust | 8% | — | — |
| 6 | Invesco Trust for Investment Grade Municipals | 8% | — | — |
| 7 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 8% | 0.32% | Van Eck Associates Corporation |
| 8 | Invesco Advantage Municipal Income Trust II | 8% | — | — |
| 9 | Invesco Municipal Trust | 8% | — | — |
| 10 | Invesco Quality Municipal Income Trust | 7% | — | — |
| 11 | Invesco Value Municipal Income Trust | 7% | — | — |
| 12 | T. Rowe Price Intermediate Tax-Free High Yield Fund · PRIHX, TFHAX cheaper diff. adviser | 7% | 0.41% | T. Rowe Price Associates, Inc. |
| 13 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 7% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 14 | Invesco Municipal Income Fund · VKMMX, VMICX, VMIIX, VMINX, VKMSX | 7% | 0.66% | Invesco Advisers, Inc. |
| 15 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX cheaper diff. adviser | 7% | 0.47% | Lord, Abbett & Co. LLC |
| 16 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper diff. adviser | 7% | 0.01% | Lord, Abbett & Co. LLC |
| 17 | Nuveen Short Duration High Yield Municipal Bond Fund · NVHAX, NVHIX, NVCCX diff. adviser | 6% | 0.75% | Nuveen Fund Advisors, LLC |
| 18 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 6% | 0.35% | SSGA Funds Management, Inc. |
| 19 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX cheaper diff. adviser | 6% | 0.49% | PGIM INVESTMENTS LLC |
| 20 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 6% | 0.34% | Capital Research and Management Company |
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