Fund comparison · from official SEC filings
EVSM vs SHM: how much do they overlap?
Eaton Vance Short Duration Municipal Income ETF and State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF
vs
Shared holdings
Company
EVSM
SHM
A
AL SEEPWR 5 10.01.2030SOUTHEAST ENERGY-E
0.77%
0.93%
N
NY NYCHSG 11.01.2045NY CITY HSG DEV-B
0.68%
0.14%
N
NY MTATRN 5 11.15.2030MET TRANSPRTN AUTH-B
0.64%
0.24%
M
MA MASDEV 5 07.01.2030MA DEV FIN AGY-N-REF
0.63%
0.10%
N
NY NYCHSG 11.01.2065NYC HSG DEV CORP-A-2
0.58%
0.29%
N
NJ NJSMFH 3.05 11.01.2029NJ HSG & MTGE FIN-B
0.51%
0.11%
N
NM NMSPWR 06.01.2054NM MUNI ENERGY ACQ AU
0.46%
0.21%
C
CT CTSHGR 07.01.2064CT HLTH & EDUCTNL-B-1
0.40%
0.26%
T
TX SANUTL 02.01.2055SAN ANTONIO-A
0.39%
0.06%
O
OH OHSDEV 08.01.2034OH AIR QUALITY DEV
0.38%
0.06%
C
CA CASMFH 06.01.2056CA MUNI FIN AUTH A-1
0.38%
0.03%
T
TX HAREDU 5 10.01.2028HARRIS CO CULT EDU
0.38%
0.06%
A
AL BBEUTL 06.01.2049BLACK BELT ENERGY D-1
0.37%
0.17%
I
IL ILS 5 11.01.2028ILLINOIS ST-D
0.37%
0.24%
G
GA MAIUTL 07.01.2052MAIN STREET NATURAL
0.37%
0.21%
H
HI HIS 5 10.01.2030HAWAII ST-FG
0.35%
0.05%
C
CA OXNSCD 0 02.01.2031OXNARD SD-BANS
0.33%
0.03%
P
PA PASMED 5 06.15.2031PA ECO DEV FING-B
0.31%
0.06%
N
NC NCSMED 06.01.2055NC MED CARE COMM-B
0.31%
0.11%
I
IN INSMED 10.01.2064IN FIN AUTH-D-1-REF
0.31%
0.09%
I
IL CHI 5 01.01.2027CHICAGO-A-REF
0.29%
0.11%
N
NY NYSHSG 12.15.2054NYS HSG FIN AGY B-2
0.24%
0.06%
G
GA MAIUTL 05.01.2054MAIN ST NAT GAS INC-D
0.23%
0.17%
C
CO CHRSCD 5 12.15.2030CHERRY CREEK SD#5-REF
0.22%
0.04%
F
FL SMIMED 08.15.2065S MIAMI HLTH AUTH-B
0.19%
0.06%
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%
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
1.15%
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%
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%
O
OH OHSPOL 12.01.2054OH WTR DEV AUTH-C
0.70%
P
PR PRC 5.62 07.01.2027RESTRUCTURED-SER A1
0.69%
C
CA CCEDEV 01.01.2055CA CMNTY CHOICE-B
0.69%
G
GA BURPOL 07.01.2049BURKE PCR-VAR-1ST SER
0.65%
Only in SHM
N
NY NYC 5 08.01.2027NEW YORK
0.91%
C
CA CAS 5 10.01.2027CALIFORNIA ST-REF
0.70%
N
NY NYSGEN 5 03.15.2029DASNY-A-REF
0.62%
C
CA CAS 5 03.01.2029CALIFORNIA ST
0.53%
N
NY NYCGEN 5 11.01.2027NYC TRANSITIONAL FIN
0.52%
N
NY TRBTRN 4 05.15.2027TRIBOROUGH NY BRIDGE
0.51%
C
CA CAS 5 09.01.2028CALIFORNIA ST-REF
0.49%
C
CA CAS 5 09.01.2028CALIFORNIA ST-REF
0.46%
C
CA UNVHGR 5 05.15.2027CA UNIV REGENTS-BX
0.41%
N
NY TRBTRN 5 11.15.2028TRIBOROUGH BRIDGE
0.41%
N
NY NYC 5 09.01.2027NEW YORK -B-3-REMK
0.40%
A
AL ALSTRN 5 09.01.2029ALABAMA FEDERAL-B
0.39%
N
NJ NJSEDU 5 03.01.2027NEW JERSEY EDUCTNL-A
0.37%
F
FL FLSTRN 5 07.01.2028FL ST DEPT-A-REF
0.37%
N
NJ NJSTRN 5 12.15.2027NEW JERSEY ST TRANSPR
0.37%
M
MD MDSTRN 5 10.01.2030MD DEPT TRANSPRTN-B
0.36%
C
CA CASFAC 5 12.01.2027CA ST PUBLIC WKS BRD
0.36%
M
MD MON 5 08.01.2028MONTGOMERY CO -A
0.36%
N
NM NMSGEN 5 07.01.2027NEW MEXICO ST-A
0.36%
C
CA CCEDEV 05.01.2053CA CMNTY CHOICE FING
0.34%
C
CT CTS 5 07.15.2027CONNECTICUT ST-D-REF
0.33%
N
NY NYSTRN 5 03.15.2027NEW YORK ST TWY-A
0.33%
N
NY TRBTRN 5 05.15.2027TRIBOROUGH NY BRIDGE
0.33%
K
KY KYSPWR 06.01.2055KY PUB ENERGY AUTH-A
0.32%
C
CA EAWWTR 3.12 09.01.2026E CO AWP JT PWRS-A-1
0.32%
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7% 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.