USAA Tax Exempt Intermediate Term Fund (USATX) Alternatives
USAA Tax Exempt Intermediate Term Fund (USATX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USATX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to USATX
USATX charges 0.49% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among USATX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | USATX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | USATX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | USATX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | USATX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | USATX vs FMBIX |
Best Risk-Adjusted Alternatives to USATX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | USATX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | USATX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | USATX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | USATX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | USATX vs USMTX |
Top Performing USATX Alternatives (YTD)
USATX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | USATX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | USATX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | USATX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | USATX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | USATX vs NQP |
Lowest Volatility Alternatives to USATX
USATX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | USATX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | USATX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | USATX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | USATX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | USATX vs BATVX |
Lowest Drawdown Alternatives to USATX
USATX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | USATX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | USATX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | USATX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | USATX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | USATX vs FHMIX |
Other Mutual Funds from Victory
Most popular Victory mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 49 | -9.04% | Oct 27, 2000 | USATX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | USATX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | USATX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | USATX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | USATX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 58 | -3.66% | Jan 10, 1989 | USATX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | USATX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | USATX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | USATX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | USATX vs RSNRX |
Often Compared With USATX
What investors most often compare with USATX, based on PortfoliosLab usage data.
Compare USATX with Any Fund or Stock
Compare USATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.