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 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX | 36% | 0.09% | The Vanguard Group, Inc. |
| 2 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM | 29% | 0.12% | The Vanguard Group, Inc. |
| 3 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX | 22% | 0.09% | The Vanguard Group, Inc. |
| 4 | VANGUARD CORE TAX-EXEMPT BOND ETF · VCRM | 15% | 0.12% | The Vanguard Group, Inc. |
| 5 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX | 13% | 0.09% | The Vanguard Group, Inc. |
| 6 | Bridge Builder Municipal Bond Fund · BBMUX diff. adviser | 13% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX | 13% | 0.09% | The Vanguard Group, Inc. |
| 8 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM diff. adviser | 11% | 0.20% | SSGA Funds Management, Inc. |
| 9 | VANGUARD TAX-MANAGED BALANCED FUND · VTMFX cheaper | 11% | 0.05% | The Vanguard Group, Inc. |
| 10 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper | 11% | 0.05% | The Vanguard Group, Inc. |
| 11 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 10% | 0.31% | Fidelity Management & Research Company LLC |
| 12 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 10% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 13 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX diff. adviser | 10% | 0.25% | Fidelity Management & Research Company LLC |
| 14 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX diff. adviser | 10% | 0.24% | Capital Research and Management Company |
| 15 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX diff. adviser | 9% | 0.26% | Capital Research and Management Company |
| 16 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 9% | 0.41% | Russell Investment Management, LLC |
| 17 | Six Circles Tax Aware Bond Fund diff. adviser | 9% | 0.13% | J.P. Morgan Private Investments Inc. |
| 18 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 9% | 0.27% | AllianceBernstein L.P. |
| 19 | Fidelity SAI Enhanced Municipal Income Fund · FENCX diff. adviser | 8% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX diff. adviser | 8% | 0.43% | Nuveen Fund Advisors, LLC |
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