Fund comparison · from official SEC filings
EVIM vs EVSM: how much do they overlap?
Eaton Vance Intermediate Municipal Income ETF and Eaton Vance Short Duration Municipal Income ETF
vs
Shared holdings
Company
EVIM
EVSM
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
2.83%
1.15%
N
NY NYC 03.01.2044NEW YORK-I-3
1.51%
0.73%
N
NY BUIGEN 5.25 12.15.2031BUILD NYC-B-3
1.49%
1.15%
T
TX SANWTR 05.01.2055SAN ANTONIO-D
1.46%
0.73%
F
FL GAIUTL 10.01.2042GAINESVILLE UTILS-B
0.65%
1.26%
W
WA KINUTL 01.01.2065KING CNTY WA
1.26%
1.09%
C
CT UNVHGR 3.83 03.23.2027UNIV OF CT-B-BANS
0.75%
1.09%
M
MS MSSDEV 11.01.2035MS BUS FIN COMMSN-G
1.08%
0.58%
W
WA SNOHSG 3.75 04.01.2036SNOHOMISH CO HSG AUTH
1.06%
0.71%
T
T 3.875 07.15.28US TREASURY N/B
0.75%
0.87%
N
NY MTATRN 11.01.2035MET TRANS-D-1-REF
0.75%
0.73%
I
IN INSPWR 01.01.2042INDIANA ST MUNI PWR-B
0.20%
0.73%
P
PR PRC 5.62 07.01.2027RESTRUCTURED-SER A1
0.31%
0.69%
C
CA CCEDEV 01.01.2055CA CMNTY CHOICE-B
0.43%
0.69%
N
NY NYCHSG 11.01.2045NY CITY HSG DEV-B
0.59%
0.68%
G
GA BURPOL 07.01.2049BURKE PCR-VAR-1ST SER
0.25%
0.65%
M
MI DETSCD 6 05.01.2029DETROIT CITY SD-A
0.53%
0.65%
T
TX LAVMFH 11.01.2044LAS VARAS PUB FAC-A
0.62%
0.54%
S
SD SDSMED 11.01.2051SD HLTH & EDUCTNL-C-2
0.55%
0.08%
C
CA CASGEN 5 10.01.2030CA STWD CMNTYS DEV-B
0.54%
0.47%
T
TX PSPSCD 02.15.2053PROSPER TX ISD
0.52%
0.45%
G
GA MSEPWR 5 12.01.2033MAIN STREET ENERGY-D
0.37%
0.50%
O
OH OHSDEV 08.01.2034OH AIR QUALITY DEV
0.44%
0.38%
N
NC UNCHGR 12.01.2041UNIV OF NC-B-REMK
0.25%
0.44%
W
WV WVSDEV 04.15.2055WV ECO DEV AUTH-AMT
0.40%
0.34%
Only in EVIM
W
WA WAS 5 06.01.2038WASHINGTON ST-D
1.70%
D
DC DIS 5 06.01.2038COLUMBIA DT-A
1.56%
N
NY NYCMFH 05.01.2050NYC HSG DEV CORP
1.51%
N
NY NYCGEN 08.01.2042NYC TRANS FIN AUTH-B5
1.51%
A
AZ AZSEDU 5 11.01.2037AZ IND DEV AUTH-A
1.39%
N
NY NYCUTL 06.15.2050NYC MUNI WTR-AA2-ADJ
1.26%
M
MO MOSMED 5 04.01.2036MO HLTH & EDUCTNL-A
1.14%
I
IL LAKSCD 5 12.01.2039LAKE CO HSD#120
1.10%
T
TN WMN 3 04.01.2036WILLIAMSON CO TN
1.04%
C
CA SFRDEV 4.8 08.01.2034SAN FRANCISCO REDEV-C
1.02%
M
ME MESHSG 11.15.2050ME HSG AUTH-G1-TXBL
1.01%
R
RI RISHSG 10.01.2053RHODE ISLAND ST-80T2
1.01%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.99%
C
CA LONSCD 4.25 08.01.2049LONG BEACH UNIF SD-D
0.98%
C
CT CTSGEN 5 07.01.2038CONNECTICUT ST-A-REF
0.85%
N
NY NYC 5 10.01.2036NEW YORK-D
0.84%
D
DC DISUTL 5 10.01.2040DC WTR & SWR AUTH -A
0.84%
N
NC NCSMED 06.01.2055NC MED CARE COMM-C
0.80%
A
AL BBEUTL 5 12.01.2034BLACK BELT ENERGY-A
0.79%
R
RI RHIGEN 5 10.01.2042RI INFRASTRUCTURE-A
0.78%
W
WI PUBEDU 5 06.15.2036PUB FIN AUTH-REF
0.76%
T
TX WELUTL 4 07.15.2046WELLBORN SPL UTL DT
0.76%
D
DE DESDEV 10.01.2045DE ECON DEV-A-REF
0.74%
T
TX EPFHSG 4 01.01.2037EP FORTY649 PFC
0.72%
A
AZ PHOAPT 5 07.01.2033PHOENIX CIVIC IMPT CO
0.71%
Only in EVSM
A
AR ARSDEV 09.01.2046AR DEV FIN AUTH-A-AMT
1.16%
T
TX GULDEV 11.01.2041GULF COAST INDL DEV
0.84%
T
TX DALSCD 02.15.2056DALLAS ISD-B
0.78%
A
AL SEEPWR 5 10.01.2030SOUTHEAST ENERGY-E
0.77%
T
TX HOUAPT 5.25 07.15.2030HOUSTON-B-REF-AMT
0.76%
C
CO DENAPT 5 12.01.2031DENVER CITY & CO ARPT
0.76%
C
CT CTSHSG 11.15.2055CT HSG FIN AUTH-B-3
0.73%
P
PA PASHGR 11.01.2061PA HIGHER EDUCTNL-D-2
0.73%
L
LA LASGEN 05.01.2043LOUISIANA GAS & FUEL
0.73%
D
DC DTCWTR 10.01.2060DT OF COLUMBIA-C-1
0.73%
T
TX SANUTL 02.01.2055SAN ANTONIO ELEC & -A
0.72%
O
OH OHSPOL 12.01.2054OH WTR DEV AUTH-C
0.70%
T
TX DALAPT 5 11.01.2028DALLAS FORT WORTH-A-1
0.65%
N
NY MTATRN 5 11.15.2030MET TRANSPRTN AUTH-B
0.64%
M
MA MASDEV 5 07.01.2030MA DEV FIN AGY-N-REF
0.63%
M
MI WAYAPT 5 12.01.2030WAYNE CO ARPT AUTH-G
0.63%
C
CT CTSGEN 5 07.01.2027CONNECTICUT ST-A-REF
0.60%
W
WI RACSCD 4 04.01.2030RACINE UNIF SD-B-NANS
0.59%
T
TN METHSG 12.01.2059NASHVILLE & DAVIDSON
0.59%
N
NY NYCHSG 11.01.2065NYC HSG DEV CORP-A-2
0.58%
N
NY MTATRN 11.01.2031MET TRANS AUTH NY-G3
0.58%
N
NH NHSMED 5 06.01.2032NH HLTH & EDU FACS-A
0.57%
M
MD BAL 5 02.01.2031BALTIMORE CO -REF
0.56%
T
TX TAREDU 11.15.2064TARRANT CO EDU FACS-C
0.56%
N
NY NYCGEN 08.01.2045NYC TRANS FIN AUTH-A4
0.55%
Hold EVIM and EVSM together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
EVSM vs FASHXFidelity Limited Term Municipal Income Fund
8% overlap
EVSM vs VSDMVANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
6% overlap
EVSM vs FSMBFirst Trust Short Duration Managed Municipal ETF
5% overlap
EVSM vs SHMState Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF
4% overlap
EVIM vs TAXFAmerican Century Diversified Municipal Bond ETF
4% overlap
EVIM vs MMITNYLI MacKay Muni Intermediate ETF
4% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.