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 a closer substitute for your current allocation.
Cheapest Alternatives to USATX
USATX charges 0.49% annually. There are 140 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | USATX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | USATX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | USATX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | USATX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | USATX vs FSMUX |
Best Risk-Adjusted Alternatives to USATX
USATX has a PortfoliosLab risk / return rank of 73. There are 153 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | USATX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | USATX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | 99 | — | Apr 2022 | USATX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | USATX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | USATX vs TFCYX |
Top Performing USATX Alternatives (YTD)
USATX is at 0.60% YTD. There are 139 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.88% | — | Apr 1998 | USATX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 6.63% | — | Nov 2002 | USATX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 5.90% | — | Oct 1992 | USATX vs MIY | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.67% | 12.30B | Sep 1994 | USATX vs VTMFX | |
| BlackRock MuniHoldings New Jersey Quality Fund | 3.83% | — | Mar 1998 | USATX vs MUJ |
Lowest Volatility Alternatives to USATX
USATX has 2.44% 1-year volatility. There are 163 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | USATX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | USATX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | USATX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | USATX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | USATX vs USMTX |
Lowest Drawdown Alternatives to USATX
USATX has a 1-year max drawdown of -2.42%. There are 131 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | USATX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | USATX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | USATX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | USATX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | USATX vs DFSMX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 35 | 12.08% | — | Oct 2000 | USATX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 55 | 10.08% | — | May 1996 | USATX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.28% | — | Jan 2023 | USATX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 9 | 2.72% | — | Oct 1981 | USATX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 28.25% | — | Nov 1995 | USATX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 25 | -13.41% | — | Aug 1984 | USATX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 76 | 5.55% | — | Jan 1989 | USATX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -1.01% | — | Apr 1971 | USATX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 77 | 8.62% | — | Aug 1984 | USATX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 72 | 1.51% | — | Aug 1999 | USATX vs USHYX |
Often Compared With USATX
Investors most often compare USATX with VWAHX, USMIX, VWIUX. These 20 comparison targets span 6 categories, 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.
Pair USATX with funds that move differently
USAA Tax Exempt Intermediate Term Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USATX.
Explore USATX Diversifiers