ETF Alternatives to VTMFX - Vanguard Tax-Managed Balanced Mutual Fund

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund VTMFX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to VTMFX: The mutual fund VTMFX has been benchmarked by Vanguard in its fund prospectus against a custom index that is comprised of multiple indexes: Barclays Capital 7-Year Municipal Bond Index and Russell 1000 Index

The ETF alternatives to VTMFX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb.com Categories as the individual indexes comprising the custom index.

ETFs Linked To Barclays Capital 7-Year Municipal Bond Index

There are no ETFs linked to Barclays Capital 7-Year Municipal Bond Index.

ETFs Linked To Russell 1000 Index

The following table presents exchange traded funds linked to Russell 1000 Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
IWB	iShares Russell 1000 ETF	$36,468,500	15.37%	0.15%
VONE	Vanguard Russell 1000 ETF	$4,930,790	15.53%	0.08%
LCTU	BlackRock U.S. Carbon Transition Readiness ETF	$1,250,800	15.41%	0.14%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	$27,004	10.43%	0.14%

National Munis ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Barclays Capital 7-Year Municipal Bond Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
HYD	VanEck High Yield Muni ETF	$3,098,410	4.72%	0.32%
ITM	VanEck Intermediate Muni ETF	$1,829,340	0.91%	0.18%
MUB	iShares National Muni Bond ETF	$38,759,200	1.74%	0.05%
TFI	SPDR Nuveen Bloomberg Municipal Bond ETF	$3,604,230	1.02%	0.23%
PZA	Invesco National AMT-Free Municipal Bond ETF	$2,923,320	1.67%	0.28%
MLN	VanEck Long Muni ETF	$520,070	1.83%	0.24%
SMB	VanEck Short Muni ETF	$264,835	2.35%	0.07%
SHM	SPDR Nuveen Bloomberg Short Term Municipal Bond ETF	$3,650,290	1.68%	0.20%
PVI	Invesco Floating Rate Municipal Income ETF	$37,251	2.01%	0.25%
SUB	iShares Short-Term National Muni Bond ETF	$8,656,730	1.77%	0.07%
BAB	Invesco Taxable Municipal Bond ETF	$1,206,860	5.72%	0.28%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	$1,615,910	2.19%	0.35%
SMMU	PIMCO Short Term Municipal Bond Active ETF	$616,702	2.55%	0.35%
HYMB	SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$2,731,060	6.06%	0.35%
RVNU	Xtrackers Municipal Infrastructure Revenue Bond ETF	$137,201	2.84%	0.15%
SHYD	VanEck Short High Yield Muni ETF	$318,119	4.31%	0.35%
MEAR	BlackRock Short Maturity Municipal Bond ETF	$729,983	2.83%	0.25%
VTEB	Vanguard Tax-Exempt Bond ETF	$34,202,000	1.65%	0.05%
FMB	First Trust Managed Municipal ETF	$1,995,770	2.41%	0.65%
FLMI	Franklin Dynamic Municipal Bond ETF	$288,873	4.94%	0.30%
FLMB	Franklin Municipal Green Bond ETF	$109,974	2.98%	0.30%
MMIN	NYLI MacKay Muni Insured ETF	$499,206	2.07%	0.30%
MMIT	NYLI MacKay Muni Intermediate ETF	$703,771	2.12%	0.30%
FMHI	First Trust Municipal High Income ETF	$695,644	5.86%	0.70%
HMOP	Hartford Municipal Opportunities ETF	$448,508	2.85%	0.29%
IBMM	iShares iBonds Dec 2024 Term Muni Bond ETF	$416,951	1.84%	0.18%
TAXF	American Century Diversified Municipal Bond ETF	$477,951	2.51%	0.29%
MUST	Columbia Multi-Sector Municipal Income ETF	$414,434	1.32%	0.23%
FSMB	First Trust Short Duration Managed Municipal ETF	$401,799	2.19%	0.55%
FUMB	First Trust Ultra Short Duration Municipal ETF	$198,527	2.32%	0.45%
IBMN	iShares iBonds Dec 2025 Term Muni Bond ETF	$491,858	1.74%	0.18%
IBMO	iShares iBonds Dec 2026 Term Muni Bond ETF	$481,735	1.76%	0.18%
IBMP	iShares iBonds Dec 2027 Term Muni Bond ETF	$457,081	1.37%	0.18%
IBMQ	iShares iBonds Dec 2028 Term Muni Bond ETF	$350,731	1.11%	0.18%
BSMO	Invesco BulletShares 2024 Municipal Bond ETF	$189,339	1.46%	0.18%
BSMP	Invesco BulletShares 2025 Municipal Bond ETF	$227,999	1.67%	0.18%
BSMQ	Invesco BulletShares 2026 Municipal Bond ETF	$215,352	1.58%	0.18%
BSMR	Invesco BulletShares 2027 Municipal Bond ETF	$172,959	1.03%	0.18%
BSMS	Invesco BulletShares 2028 Municipal Bond ETF	$122,023	0.68%	0.18%
BSMT	Invesco BulletShares 2029 Municipal Bond ETF	$125,183	0.73%	0.18%
OVM	Overlay Shares Municipal Bond ETF	$22,923	3.85%	0.88%
BSMU	Invesco BulletShares 2030 Municipal Bond ETF	$112,414	0.36%	0.18%
RTAI	Rareview Tax Advantaged Income ETF	$20,350	10.20%	3.78%
AVMU	Avantis Core Municipal Fixed Income ETF	$144,075	1.74%	0.15%
MINN	Mairs & Power Minnesota Municipal Bond ETF	$21,672	N/A	0.25%
INMU	BlackRock Intermediate Muni Income Bond ETF	$26,207	3.23%	0.30%
SMI	VanEck HIP Sustainable Muni ETF	$11,644	2.34%	0.24%
BSMV	Invesco BulletShares 2031 Municipal Bond ETF	$74,284	0.36%	0.18%
DFNM	Dimensional National Municipal Bond ETF	$1,352,100	1.35%	0.17%
MBNE	SPDR Nuveen Municipal Bond ESG ETF	$40,499	2.16%	0.43%
TAFI	AB Tax-Aware Short Duration Municipal ETF	$574,298	2.30%	0.27%
IMSI	Invesco Municipal Strategic Income ETF	$30,892	N/A	0.39%
GMUN	Community Municipal Bonds ETF	$9,972	0.94%	0.15%

Large Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Russell 1000 Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
PKW	Invesco BuyBack Achievers™ ETF	$1,160,210	10.92%	0.61%
FEX	First Trust Large Cap Core AlphaDEX Fund	$1,247,290	11.22%	0.60%
RSP	Invesco S&P 500® Equal Weight ETF	$61,511,700	9.64%	0.20%
DLN	WisdomTree U.S. LargeCap Dividend Fund	$4,205,820	16.21%	0.28%
DTD	WisdomTree U.S. Total Dividend Fund	$1,290,670	14.85%	0.28%
FVD	First Trust Value Line Dividend Index Fund	$9,719,570	10.76%	0.60%
VYM	Vanguard High Dividend Yield Index ETF	$57,519,200	13.42%	0.06%
RWL	Invesco S&P 500 Revenue ETF	$3,639,920	12.64%	0.39%
MGV	Vanguard Mega Cap Value ETF	$8,268,780	15.72%	0.07%
IWD	iShares Russell 1000 Value ETF	$59,113,100	12.54%	0.19%
PRF	Invesco FTSE RAFI US 1000 ETF	$7,213,090	13.09%	0.39%
IVE	iShares S&P 500 Value ETF	$34,909,600	11.97%	0.18%
PBP	Invesco S&P 500 BuyWrite ETF	$92,459	10.36%	0.20%
MOO	VanEck Agribusiness ETF	$715,252	-4.86%	0.53%
IGE	iShares North American Natural Resources ETF	$498,386	7.06%	0.41%
HAP	VanEck Natural Resources ETF	$132,496	1.98%	0.43%
DGT	SPDR Global Dow ETF	$226,724	13.22%	0.50%
IWX	iShares Russell Top 200 Value ETF	$2,937,080	13.81%	0.20%
EQL	Alps Equal Sector Weight ETF	$373,618	13.23%	0.25%
SCHV	Schwab U.S. Large-Cap Value ETF	$11,552,200	12.49%	0.04%
VONV	Vanguard Russell 1000 Value ETF	$9,231,900	12.63%	0.08%
VOOV	Vanguard S&P 500 Value ETF	$5,149,830	12.16%	0.10%
TRND	Pacer Trendpilot Fund of Funds ETF	$50,419	9.51%	0.77%
SPYV	SPDR Portfolio S&P 500 Value ETF	$23,450,700	12.11%	0.04%
SPHB	Invesco S&P 500® High Beta ETF	$433,398	-0.27%	0.25%
LVOL	American Century Low Volatility ETF	$12,818	11.59%	0.29%
SCHD	Schwab US Dividend Equity ETF	$60,052,000	10.65%	0.06%
ACWV	iShares MSCI Global Min Vol Factor ETF	$4,443,500	13.51%	0.20%
GURU	Global X Guru Index ETF	$42,091	10.24%	0.75%
VLU	SPDR S&P 1500 Value Tilt ETF	$392,005	12.54%	0.12%
FNDB	Schwab Fundamental U.S. Broad Market ETF	$816,424	12.21%	0.25%
FNDX	Schwab Fundamental U.S. Large Company ETF	$16,502,700	12.86%	0.25%
NOBL	ProShares S&P 500 Dividend Aristocrats ETF	$12,382,000	9.75%	0.35%
RDVY	First Trust Rising Dividend Achievers ETF	$11,632,400	10.78%	0.49%
FTHI	First Trust BuyWrite Income ETF	$854,609	11.85%	0.75%
DGRO	iShares Core Dividend Growth ETF	$29,645,900	14.67%	0.08%
CFA	VictoryShares US 500 Volatility Wtd ETF	$533,710	11.68%	0.35%
CFO	VictoryShares US 500 Enhanced Volatility Wtd ETF	$436,054	11.67%	0.40%
CDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETF	$837,708	14.56%	0.38%
LRGF	iShares US Equity Factor ETF	$2,079,780	16.94%	0.08%
EQWL	Invesco S&P 100 Equal Weight ETF	$771,701	14.37%	0.25%
IUSV	iShares Core S&P U.S. Value ETF	$19,017,500	11.76%	0.04%
PTLC	Pacer Trendpilot US Large Cap ETF	$2,988,270	15.92%	0.60%
PTNQ	Pacer Trendpilot 100 ETF	$1,266,960	8.20%	0.65%
JPUS	JPMorgan Diversified Return Use Equity	$431,346	13.72%	0.18%
SPYD	SPDR Portfolio S&P 500 High Dividend ETF	$6,599,880	16.80%	0.07%
DJD	Invesco Dow Jones Industrial Average Dividend ETF	$309,539	10.73%	0.07%
DFND	Siren DIVCON Dividend Defender ETF	$9,730	14.51%	1.50%
FTAG	First Trust Indxx Global Agriculture ETF	$7,217	-2.48%	0.70%
FDVV	Fidelity High Dividend ETF	$3,398,450	17.99%	0.15%
FDRR	Fidelity Dividend ETF for Rising Rates	$547,890	14.80%	0.15%
FVAL	Fidelity Value Factor ETF	$818,932	10.39%	0.15%
NULV	Nuveen ESG Large-Cap Value ETF	$1,689,510	11.50%	0.26%
DIVO	Amplify CWP Enhanced Dividend Income ETF	$3,448,020	12.61%	0.56%
DUSA	Davis Select U.S. Equity ETF	$528,540	14.24%	0.61%
BLES	Inspire Global Hope ETF	$110,316	7.71%	0.49%
EQRR	ProShares Equities for Rising Rates ETF	$13,890	7.07%	0.35%
EDOW	First Trust Dow 30 Equal Weight ETF	$215,645	7.04%	0.50%
SECT	Main Sector Rotation ETF	$1,756,260	9.49%	0.77%
MAGA	Point Bridge America First ETF	$22,444	12.21%	0.72%
SPLG	SPDR Portfolio S&P 500 ETF	$43,672,800	16.42%	0.02%
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	$5,203,720	-0.31%	0.29%
WLDR	Affinity World Leaders Equity ETF	$33,348	15.29%	0.67%
BLCN	Siren ETF Trust Siren Nasdaq NexGen Economy ETF	$60,782	-3.95%	0.68%
KARS	KraneShares Electric Vehicles & Future Mobility Index ETF	$74,401	-24.97%	0.72%
LEGR	First Trust Indxx Innovative Transaction & Process ETF	$102,585	10.65%	0.65%
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$3,258,920	8.91%	0.75%
QDIV	Global X S&P 500 Quality Dividend ETF	$28,114	11.32%	0.20%
IUS	Invesco RAFI Strategic US ETF	$555,978	12.82%	0.19%
UTRN	Vesper U.S. Large Cap Short-Term Reversal Strategy ETF	$23,885	24.81%	0.75%
SDG	iShares MSCI Global Sustainable Development Goals ETF	$239,393	-0.68%	0.49%
DURA	VanEck Durable High Dividend ETF	$51,737	12.05%	0.29%
SSPY	Syntax Stratified LargeCap ETF	$94,428	9.70%	0.30%
IDRV	iShares Self-driving EV & Tech ETF	$177,206	-18.38%	0.47%
ZIG	Acquirers Fund	$46,926	6.46%	0.84%
AMOM	QRAFT AI-Enhanced U.S. Large Cap Momentum ETF	$33,260	17.10%	0.75%
NXTG	First Trust Indxx NextG ETF	$380,453	11.10%	0.70%
UJUN	Innovator U.S. Equity Ultra Buffer ETF - June	$95,743	7.74%	0.79%
LGH	HCM Defender 500 Index ETF	$390,711	16.21%	0.98%
UNOV	Innovator U.S. Equity Ultra Buffer ETF - November	$40,380	6.41%	0.79%
DAUG	FT Vest U.S. Equity Deep Buffer ETF - August	$297,617	7.62%	0.85%
FAUG	FT Vest U.S. Equity Buffer ETF - August	$734,123	9.17%	0.85%
DNOV	FT Vest U.S. Equity Deep Buffer ETF - November	$244,811	8.14%	0.85%
UDEC	Innovator U.S. Equity Ultra Buffer ETF - December	$71,830	8.01%	0.79%
RAFE	PIMCO RAFI ESG U.S. ETF	$59,384	11.05%	0.29%
DFEB	FT Vest U.S. Equity Deep Buffer ETF - February	$259,569	8.94%	0.85%
UMAR	Innovator U.S. Equity Ultra Buffer ETF - March	$108,344	7.63%	0.79%
DMAY	FT Vest U.S. Equity Deep Buffer ETF - May	$310,754	7.76%	0.85%
JEPI	JPMorgan Equity Premium Income Fund	$34,839,600	10.38%	0.35%
FBCV	Fidelity Blue Chip Value ETF	$124,686	11.22%	0.59%
DJUN	FT Vest U.S. Equity Deep Buffer ETF - June	$249,592	8.97%	0.85%
SIXA	ETC 6 Meridian Mega Cap Equity ETF	$270,336	20.88%	0.78%
ESGA	American Century Sustainable Equity ETF	$257,042	13.98%	0.39%
XYLD	Global X S&P 500 Covered Call ETF	$2,805,930	10.50%	0.60%
XVV	iShares ESG Screened S&P 500 ETF	$254,221	16.59%	0.08%
PSCX	Pacer Swan SOS Conservative (January) ETF	$20,695	9.14%	0.60%
PSMD	Pacer Swan SOS Moderate (January) ETF	$68,976	8.90%	0.60%
PSFD	Pacer Swan SOS Flex (January) ETF	$46,907	10.00%	0.60%
FDEC	FT Vest US Equity Buffer ETF - December	$716,383	10.34%	0.85%
MSTB	LHA Market State Tactical Beta ETF	$133,661	14.49%	1.48%
QDEC	FT Vest Nasdaq-100 Buffer ETF - December	$349,286	9.26%	0.90%
ACVF	American Conservative Values ETF	$100,011	14.95%	0.75%
DEMZ	Democratic Large Cap Core ETF	$36,233	17.13%	0.45%
JOET	Virtus Terranova U.S. Quality Momentum ETF	$113,935	13.33%	0.29%
JCTR	JPMorgan Carbon Transition U.S. Equity Fund	$5,575	15.31%	0.15%
SPD	Simplify US Equity PLUS Downside Convexity ETF	$93,624	12.43%	0.53%
SPUC	Simplify US Equity PLUS Upside Convexity ETF	$6,008	21.37%	0.53%
GSPY	Gotham Enhanced 500 ETF	$429,148	15.27%	0.50%
PSFF	Pacer Swan SOS Fund of Funds ETF	$366,531	8.69%	0.88%
JANZ	TrueShares Structured Outcome (January) ETF	$22,764	12.08%	0.79%
MARZ	TrueShares Structured Outcome (March) ETF	$20,584	12.07%	0.79%
STNC	Hennessy Stance ESG ETF	$103,366	5.74%	0.85%
APRZ	TrueShares Structured Outcome (April) ETF	$22,123	12.70%	0.79%
PSMR	Pacer Swan SOS Moderate (April) ETF	$82,010	6.79%	0.60%
XBAP	Innovator U.S. Equity Accelerated 9 Buffer ETF - April	$85,752	6.71%	0.79%
FAPR	FT Vest U.S. Equity Buffer ETF - April	$680,491	12.93%	0.85%
SCHY	Schwab International Dividend Equity ETF	$776,700	7.77%	0.14%
MAYZ	TrueShares Structured Outcome (May) ETF	$5,252	N/A	0.79%
JUNZ	TrueShares Structured Outcome (June) ETF	$5,721	11.54%	0.81%
TSPA	T. Rowe Price U.S. Equity Research ETF	$876,310	17.31%	0.34%
BALT	Innovator Defined Wealth Shield ETF	$763,531	6.30%	0.69%
PSCJ	Pacer Swan SOS Conservative (July) ETF	$34,438	9.46%	0.60%
PSFJ	Pacer Swan SOS Flex (July) ETF	$25,056	10.77%	0.60%
PSMJ	Pacer Swan SOS Moderate (July) ETF	$83,059	9.04%	0.60%
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$491,197	15.00%	0.60%
NOVZ	TrueShares Structured Outcome (November) ETF	$19,643	12.94%	0.79%
PSCQ	Pacer Swan SOS Conservative (October) ETF	$8,437	7.66%	0.60%
PSFO	Pacer Swan SOS Flex (October) ETF	$14,710	8.23%	0.60%
PSMO	Pacer Swan SOS Moderate (October) ETF	$39,854	7.19%	0.60%
EQUL	NYLI Engender Equality ETF	$7,221	10.37%	0.45%
QQJG	Invesco ESG NASDAQ Next Gen 100 ETF	$5,556	6.57%	0.20%
QQMG	Invesco ESG NASDAQ 100 ETF	$49,102	13.64%	0.20%
RSPE	Invesco ESG S&P 500 Equal Weight ETF	$11,973	9.78%	0.20%
WTV	WisdomTree U.S. Value Fund	$340,723	11.58%	0.12%
UMMA	Wahed Dow Jones Islamic World ETF	$105,817	7.74%	0.65%
HAPY	Harbor Human Capital Factor Unconstrained ETF	$13,035	6.20%	0.50%
DUHP	Dimensional US High Profitability ETF	$6,556,870	15.01%	0.21%
IPDP	Dividend Performers ETF	$21,442	12.97%	1.52%
DIHP	Dimensional International High Profitability ETF	$2,653,870	6.60%	0.29%
RPHS	Regents Park Hedged Market Strategy ETF	$57,122	12.76%	0.79%
GUSA	Goldman Sachs MarketBeta U.S. 1000 Equity ETF	$1,707,300	15.42%	0.11%
FTDS	First Trust Dividend Strength ETF	$23,156	10.72%	0.70%
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	$15,588,200	11.87%	0.35%
FTQI	First Trust Nasdaq BuyWrite Income ETF	$421,604	8.88%	0.75%
SELV	SEI Enhanced Low Volatility U.S. Large Cap ETF	$132,951	12.48%	0.15%
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	$482,979	20.31%	0.15%
SEIQ	SEI Enhanced U.S. Large Cap Quality Factor ETF	$242,994	11.37%	0.15%
LCF	Touchstone US Large Cap Focused ETF	$36,985	13.33%	0.70%
DVND	Touchstone Dividend Select ETF	$34,716	9.86%	0.68%
SPYI	NEOS S&P 500 High Income ETF	$1,820,970	12.33%	0.68%
STRV	Strive 500 ETF	$624,155	16.08%	0.05%
AVIE	Avantis Inflation Focused Equity ETF	$5,201	12.16%	0.25%
MODL	VictoryShares WestEnd U.S. Sector ETF	$399,574	17.17%	0.46%
HAPI	Harbor Human Capital Factor US Large Cap ETF	$334,087	18.12%	0.35%
ADPV	Adaptiv Select ETF	$71,167	25.89%	1.00%
HDUS	Hartford Disciplined US Equity ETF	$117,781	15.43%	0.19%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	$27,004	10.43%	0.14%
CVIE	Calvert International Responsible Index ETF	$110,675	9.92%	0.18%
CVSE	Calvert US Select Equity ETF	$28,264	14.31%	0.29%
CVLC	Calvert US Large-Cap Core Responsible Index ETF	$346,264	14.99%	0.15%
SNAV	Mohr Sector Nav ETF	$36,693	8.46%	1.30%
LOWV	AB US Low Volatility Equity ETF	$51,341	15.80%	0.48%
VFLO	VictoryShares Free Cash Flow ETF	$893,000	13.89%	0.39%
DRUP	GraniteShares Nasdaq Select Disruptors ETF	$53,886	10.94%	0.60%
POWA	Invesco Bloomberg Pricing Power ETF	$193,006	12.17%	0.40%
BMVP	Invesco Bloomberg MVP Multi-factor ETF	$103,839	16.60%	0.29%
QQQY	Defiance Nasdaq 100 Enhanced Options Income ETF	$202,470	20.31%	0.99%
LRGC	AB US Large Cap Strategic Equities ETF	$174,724	17.19%	0.48%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	$1,429,090	12.20%	0.50%
KNGZ	First Trust S&P 500 Diversified Dividend Aristocrats ETF	$38,347	12.30%	0.50%
LQAI	LG QRAFT AI-Powered U.S. Large Cap Core ETF	$4,354	13.26%	0.75%
ISPY	ProShares S&P 500 High Income ETF	$231,196	13.54%	0.55%

ETF Alternatives To This Mutual Fund

ETFs Linked To Barclays Capital 7-Year Municipal Bond Index

ETFs Linked To Russell 1000 Index

National Munis ETFs

Large Cap Blend Equities ETFs

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