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 INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI | 25% | 0.08% | The Vanguard Group, Inc. |
| 2 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper | 18% | 0.03% | The Vanguard Group, Inc. |
| 3 | iShares Short-Term National Muni Bond ETF · SUB diff. adviser | 18% | 0.07% | BlackRock Fund Advisors |
| 4 | Schwab Municipal Bond ETF · SCMB cheaper diff. adviser | 14% | 0.03% | Charles Schwab Investment Management, Inc. |
| 5 | Invesco BulletShares 2027 Municipal Bond ETF · BSMR diff. adviser | 13% | 0.18% | Invesco Capital Management LLC |
| 6 | iShares National Muni Bond ETF · MUB diff. adviser | 13% | 0.05% | BlackRock Fund Advisors |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX | 11% | 0.09% | The Vanguard Group, Inc. |
| 8 | Invesco BulletShares 2028 Municipal Bond ETF · BSMS diff. adviser | 11% | 0.18% | Invesco Capital Management LLC |
| 9 | Invesco BulletShares 2026 Municipal Bond ETF · BSMQ diff. adviser | 10% | 0.18% | Invesco Capital Management LLC |
| 10 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC | 9% | 0.06% | The Vanguard Group, Inc. |
| 11 | iShares iBonds Dec 2028 Term Muni Bond ETF · IBMQ diff. adviser | 9% | 0.18% | BlackRock Fund Advisors |
| 12 | iShares iBonds Dec 2027 Term Muni Bond ETF · IBMP diff. adviser | 9% | 0.18% | BlackRock Fund Advisors |
| 13 | Invesco BulletShares 2029 Municipal Bond ETF · BSMT diff. adviser | 9% | 0.18% | Invesco Capital Management LLC |
| 14 | Northern Trust Short-Term Tax-Exempt Bond ETF · TAXS diff. adviser | 8% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Invesco BulletShares 2030 Municipal Bond ETF · BSMU diff. adviser | 8% | 0.18% | Invesco Capital Management LLC |
| 16 | Invesco BulletShares 2031 Municipal Bond ETF diff. adviser | 8% | 0.18% | Invesco Capital Management LLC |
| 17 | VANGUARD NEW YORK TAX-EXEMPT BOND ETF · MUNY | 7% | 0.09% | The Vanguard Group, Inc. |
| 18 | iShares iBonds Dec 2030 Term Muni Bond ETF · IBMS diff. adviser | 7% | 0.18% | BlackRock Fund Advisors |
| 19 | ActivePassive Intermediate Municipal Bond ETF · APMU | 7% | 0.35% | — |
| 20 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM diff. adviser | 7% | 0.20% | SSGA Funds Management, Inc. |
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