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 TAX-MANAGED BALANCED FUND · VTMFX cheaper | 27% | 0.05% | The Vanguard Group, Inc. |
| 2 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX | 22% | 0.09% | The Vanguard Group, Inc. |
| 3 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX | 20% | 0.09% | The Vanguard Group, Inc. |
| 4 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX | 17% | 0.09% | The Vanguard Group, Inc. |
| 5 | Bridge Builder Municipal Bond Fund · BBMUX diff. adviser | 13% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 6 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM | 13% | 0.12% | The Vanguard Group, Inc. |
| 7 | VANGUARD CORE TAX-EXEMPT BOND ETF · VCRM | 13% | 0.12% | The Vanguard Group, Inc. |
| 8 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX diff. adviser | 12% | 0.27% | Capital Research and Management Company |
| 9 | VANGUARD TAX-EXEMPT BOND INDEX FUND · VTEAX, VTEB cheaper | 12% | 0.03% | The Vanguard Group, Inc. |
| 10 | Six Circles Tax Aware Bond Fund diff. adviser | 11% | 0.13% | J.P. Morgan Private Investments Inc. |
| 11 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper | 11% | 0.08% | The Vanguard Group, Inc. |
| 12 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX | 10% | 0.09% | The Vanguard Group, Inc. |
| 13 | AB Municipal Income Shares · MISHX diff. adviser | 9% | 0.15% | AllianceBernstein L.P. |
| 14 | Strategic Advisers Municipal Bond Fund · FSMUX diff. adviser | 9% | 0.19% | Strategic Advisers LLC |
| 15 | Capital Group Municipal Income ETF · CGMU diff. adviser | 9% | 0.27% | Capital Research and Management Company |
| 16 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX | 8% | 0.09% | The Vanguard Group, Inc. |
| 17 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 8% | 0.41% | Russell Investment Management, LLC |
| 18 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 8% | 0.31% | Fidelity Management & Research Company LLC |
| 19 | iShares National Muni Bond ETF · MUB cheaper diff. adviser | 8% | 0.05% | BlackRock Fund Advisors |
| 20 | Fidelity SAI Enhanced Municipal Income Fund · FENCX diff. adviser | 8% | 0.15% | Fidelity Management & Research Company LLC |
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