MUB vs VBIAX: 0% overlap

iShares National Muni Bond ETF and Vanguard Balanced Index Admiral share 0.1% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 4 months apart — VBIAX as of 2026-03-31, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.1%
MUB expense ratio
0.05%
VBIAX expense ratio
0.07%

Top shared holdings

MUB and VBIAX hold 78 of the same securities. The ten contributing most to the overlap figure:

Holdingin MUBin VBIAXΔ
73358W0.2%0.0%0.2%
64966S1.1%0.0%1.1%
6461390.1%0.0%0.1%
6262070.0%0.0%0.0%
64972F0.1%0.0%0.1%
0720240.4%0.0%0.4%
91412H1.6%0.0%1.6%
13063D2.7%0.0%2.7%
9144550.0%0.0%0.0%
13077D0.4%0.0%0.4%

Where MUB and VBIAX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorMUBVBIAXΔ
Unclassified0.0%55.1%55.1pp
State Tax-Backed30.7%0.0%+30.7pp
Treasuries0.0%19.1%19.1pp
Utilities16.8%1.2%+15.6pp
Local Tax-Backed14.9%0.0%+14.9pp
School Districts10.2%0.0%+10.2pp
Transportation10.2%0.0%+10.1pp
Education8.7%0.0%+8.7pp

Δ is MUB minus VBIAX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in MUB
890 positions

74.8% of MUB by weight, held in no part of VBIAX.

Only in VBIAX
5,040 positions

99.0% of VBIAX by weight, held in no part of MUB.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

MUBVBIAX
Top 10 holdings17.2%45.2%
Positions held9695,119
Cost per $10,000 held, per year$5$7

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do MUB and VBIAX overlap?

MUB and VBIAX overlap 0.1% by portfolio weight — largely distinct portfolios. They share 78 holdings. The figure comes from current issuer holdings files (MUB as of 2026-07-23, VBIAX as of 2026-03-31).

How is the overlap between MUB and VBIAX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If MUB holds a stock at 6% and VBIAX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both MUB and VBIAX?

That depends on your goals — we state facts, not advice. At 0.1% overlap, each fund still contributes meaningfully distinct exposure.

What does MUB own that VBIAX doesn't?

MUB holds 969 positions and VBIAX holds 5,119; 890 of MUB's positions don't appear in VBIAX at all, and they are 74.8% of MUB by weight.

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Related comparisons

Sources: issuer holdings files, MUB as of 2026-07-23, VBIAX as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.