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SHM SPDR® Nuveen Barclays ST Muni Bd ETF

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Fund SHM SPDR® Nuveen Barclays ST Muni Bd ETF PTFSX Pacific Capital Tx-Fr Shrt Interm Secs Y  
100% 85%
Annual Fees
(0.20% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$16,298.44 $16,545.19
Est. savings over 30 yrs +$246.75
As of 9/30/16
1 YR RETURN 1.08%
3 YR 1.25%
5 YR 1.15%
10 YR --
1 YR RETURN 1.62%
3 YR 1.53%
5 YR 1.24%
10 YR 1.99%
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays Managed Money Municipal Short Term Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Sub-Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index tracks the short term tax exempt municipal bond market and provides income that is exempt from federal income taxes. The fund is non-diversified.
The investment seeks high current income that is exempt from federal and Hawaii income tax, with greater stability in the price of the investors' investment than a long-term bond fund. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50% of its net assets in Hawaii municipal obligations. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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