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 LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX | 36% | 0.09% | The Vanguard Group, Inc. |
| 2 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM | 21% | 0.12% | The Vanguard Group, Inc. |
| 3 | VANGUARD CORE TAX-EXEMPT BOND ETF · VCRM | 10% | 0.12% | The Vanguard Group, Inc. |
| 4 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX | 10% | 0.09% | The Vanguard Group, Inc. |
| 5 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX diff. adviser | 9% | 0.09% | Strategic Advisers LLC |
| 6 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 9% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 7 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM diff. adviser | 9% | 0.20% | SSGA Funds Management, Inc. |
| 8 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 8% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX diff. adviser | 8% | 0.25% | Fidelity Management & Research Company LLC |
| 10 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX diff. adviser | 8% | 0.24% | Capital Research and Management Company |
| 11 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 8% | 0.34% | — |
| 12 | iShares Short Maturity Municipal Bond Active ETF · MEAR diff. adviser | 7% | 0.26% | BlackRock Fund Advisors |
| 13 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX | 7% | 0.09% | The Vanguard Group, Inc. |
| 14 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX diff. adviser | 7% | 0.24% | T. Rowe Price Associates, Inc. |
| 15 | Invesco Short Term Municipal Fund diff. adviser | 6% | 0.43% | Invesco Advisers, Inc. |
| 16 | Bridge Builder Municipal Bond Fund · BBMUX diff. adviser | 6% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | Eaton Vance Short Duration Municipal Income ETF · EVSM | 6% | 0.19% | — |
| 18 | Invesco Limited Term Municipal Income Fund · ATFAX, AITFX, ATFIX, ATFYX, ATFCX, ATFSX diff. adviser | 6% | 0.28% | Invesco Advisers, Inc. |
| 19 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX | 6% | 0.09% | The Vanguard Group, Inc. |
| 20 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 6% | 0.41% | Russell Investment Management, LLC |
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