Fund comparison · from official SEC filings
EVSM vs IBMM: how much do they overlap?
Eaton Vance Short Duration Municipal Income ETF and iShares iBonds Dec 2024 Term Muni Bond ETF
vs
Shared holdings
Company
EVSM
IBMM
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
1.15%
0.03%
N
NY NYC 06.01.2044NYC-F6-ADJ
0.16%
1.04%
O
OH OHSPOL 12.01.2054OH WTR DEV AUTH-C
0.70%
0.60%
N
NY NYCGEN 08.01.2045NYC TRANS FIN AUTH-A4
0.55%
0.50%
Only in EVSM
F
FL GAIUTL 10.01.2042GAINESVILLE UTILS-B
1.26%
A
AR ARSDEV 09.01.2046AR DEV FIN AUTH-A-AMT
1.16%
N
NY BUIGEN 5.25 12.15.2031BUILD NYC-B-3
1.15%
W
WA KINUTL 01.01.2065KING CNTY WA
1.09%
C
CT UNVHGR 3.83 03.23.2027UNIV OF CT-B-BANS
1.09%
T
T 3.875 07.15.28US TREASURY N/B
0.87%
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%
N
NY MTATRN 11.01.2035MET TRANS-D-1-REF
0.73%
I
IN INSPWR 01.01.2042INDIANA ST MUNI PWR-B
0.73%
T
TX SANWTR 05.01.2055SAN ANTONIO-D
0.73%
D
DC DTCWTR 10.01.2060DT OF COLUMBIA-C-1
0.73%
L
LA LASGEN 05.01.2043LOUISIANA GAS & FUEL
0.73%
N
NY NYC 03.01.2044NEW YORK-I-3
0.73%
T
TX SANUTL 02.01.2055SAN ANTONIO ELEC & -A
0.72%
W
WA SNOHSG 3.75 04.01.2036SNOHOMISH CO HSG AUTH
0.71%
P
PR PRC 5.62 07.01.2027RESTRUCTURED-SER A1
0.69%
C
CA CCEDEV 01.01.2055CA CMNTY CHOICE-B
0.69%
N
NY NYCHSG 11.01.2045NY CITY HSG DEV-B
0.68%
G
GA BURPOL 07.01.2049BURKE PCR-VAR-1ST SER
0.65%
Only in IBMM
C
CT CTSMED 07.01.2042CONNECTICUT ST HLTH
4.74%
R
RI RISMED 05.01.2035RI H/E VAR-BROWN-A
4.45%
C
CA UNVHGR 05.15.2048UNIV OF CA-BP-2-REF
3.99%
P
PA PASTRN 12.01.2043PA ST TURNPIKE COMM-B
3.83%
N
NY NYSHGR 09.01.2039NY DORM VAR-A-COLUMBI
3.74%
F
FL ORLUTL 10.01.2039ORLANDO UTILS-B-REF
3.74%
C
CA SFOAPT 05.01.2058SAN FRANCISCO ARPT-B
3.74%
M
MA MASTRN 01.01.2039MA ST DEPT TRANSPRTN
3.51%
P
PA PHI 08.01.2031PHILADELPHIA-RF-B-MUL
3.12%
N
NY MTATRN 11.01.2032MET TRANSPRTN-G2
2.50%
M
MA MASTRN 07.01.2052MA ST BAY TRANS AUTH
2.50%
F
FL JACUTL 10.01.2036JEA W/S VAR-SUB-B-1
2.00%
F
FL JACUTL 10.01.2041JEA W/S VAR-SER B
2.00%
M
MA MASTRN 01.01.2037MA TRANSN-VAR-SR-A1
2.00%
W
WA SEAPWR 11.01.2046SEATTLE-MUNI-LIGHT-B
1.93%
M
MA MASWTR 08.01.2037MA ST WTR-VAR-REF-E
1.78%
P
PA WASGEN 07.01.2034WA CNTY AUTH-RF-UNIV
1.75%
N
NY NYUTL 06.15.2053NYC MUNI WTR FIN-BB-2
1.69%
W
WA KINUTL 01.01.2042KING CNTY-REF
1.62%
C
CO CSPUTL 11.01.2035CO SPRINGS UTIL VAR-A
1.54%
N
NY TRBTRN 01.01.2035TRIBOROUGH BRIDGE-B-3
1.50%
O
OH OHSHGR 12.01.2034OHIO ST UNIV-D-2-REF
1.45%
P
PA PASTRN 12.01.2038PA TPK COMM-SECOND
1.31%
N
NY NYCUTL 06.15.2051NYC MUNI WTR-BB
1.25%
N
NY NYCGEN 05.01.2053NYC TRANSITIONAL-C-4
1.00%
Hold EVSM and IBMM together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
EVSM vs EVIMEaton Vance Intermediate Municipal Income ETF
19% overlap
IBMM vs IBMNiShares iBonds Dec 2025 Term Muni Bond ETF
17% overlap
EVSM vs FASHXFidelity Limited Term Municipal Income Fund
8% overlap
IBMM vs PVIInvesco Floating Rate Municipal Income ETF
6% overlap
EVSM vs VSDMVANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
6% overlap
EVSM vs FSMBFirst Trust Short Duration Managed Municipal ETF
5% 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.