SHM Fund Comparisons

SHM is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VTES, SUB, TEPAX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SHM
Name
SPDR(R) Nuveen Bloomberg Short Term Municipal Bond ETF
Type
1940 Act ETF
Originator
SPDR / State Street
Asset class
fixed_income
Net expense ratio
0.2%
AUM
$3.5B

Comparable Funds

FundQuant reviewed 352 active searchable funds, 41 ETFs, 311 mutual funds and returned 3 comparable funds for SHM.

  1. VTES - Vanguard Short-Term Tax-Exempt Bond ETF (1940 Act ETF; Vanguard; fixed_income; Strong Fit; fit score 75)
  2. SUB - iShares Short-Term National Muni Bond ETF (1940 Act ETF; BlackRock / iShares; fixed_income; Strong Fit; fit score 73)
  3. TEPAX - American Funds Tax-Exempt Preservation Portfolio (Mutual Fund; Capital Group / American Funds; fixed_income; Possible Fit; fit score 71)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SHM/comps