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 National AMT-Free Municipal Bond ETF · PZA diff. adviser | 33% | 0.28% | Invesco Capital Management LLC |
| 2 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper | 25% | 0.03% | The Vanguard Group, Inc. |
| 3 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 22% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper | 17% | 0.08% | The Vanguard Group, Inc. |
| 5 | iShares National Muni Bond ETF · MUB cheaper diff. adviser | 16% | 0.05% | BlackRock Fund Advisors |
| 6 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF · MUNY | 16% | 0.09% | The Vanguard Group, Inc. |
| 7 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX | 12% | 0.09% | The Vanguard Group, Inc. |
| 8 | Invesco New York AMT-Free Municipal Bond ETF · PZT diff. adviser | 10% | 0.28% | Invesco Capital Management LLC |
| 9 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper | 10% | 0.06% | The Vanguard Group, Inc. |
| 10 | Invesco BulletShares 2034 Municipal Bond ETF diff. adviser | 9% | 0.18% | Invesco Capital Management LLC |
| 11 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX diff. adviser | 9% | 0.27% | Capital Research and Management Company |
| 12 | Invesco California AMT-Free Municipal Bond ETF · PWZ diff. adviser | 9% | 0.28% | Invesco Capital Management LLC |
| 13 | VanEck Long Muni ETF · MLN diff. adviser | 8% | 0.24% | Van Eck Associates Corporation |
| 14 | VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND · VNYTX, VNYUX | 8% | 0.09% | The Vanguard Group, Inc. |
| 15 | Invesco BulletShares 2035 Municipal Bond ETF | 8% | 0.18% | — |
| 16 | State Street(R) SPDR Nuveen ICE Municipal Bond ETF · TFI diff. adviser | 7% | 0.23% | SSGA Funds Management, Inc. |
| 17 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX | 7% | 0.09% | The Vanguard Group, Inc. |
| 18 | Invesco BulletShares 2033 Municipal Bond ETF diff. adviser | 6% | 0.18% | Invesco Capital Management LLC |
| 19 | Fidelity Systematic Municipal Bond Index ETF · FMUN cheaper diff. adviser | 6% | 0.05% | Fidelity Management & Research Company LLC |
| 20 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX | 6% | 0.09% | The Vanguard Group, Inc. |
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