Fund comparison · from official SEC filings
IBMX vs ITM: how much do they overlap?
iShares iBonds Dec 2035 Term Muni Bond ETF and VanEck Intermediate Muni ETF
vs
Shared holdings
Company
IBMX
ITM
T
TX AUSPWR 5 11.15.2035AUSTIN -ELEC UTL SYS-
0.68%
0.11%
C
CA CASFAC 5 09.01.2035CA ST PUB WKS-C-REF
0.58%
0.15%
L
LA LAS 5 06.01.2036LOUISANA ST-B
0.47%
0.22%
O
OR ORSGEN 5 04.01.2036OREGON ST DEPT-A-REF
0.46%
0.03%
N
NY NYCGEN 5 11.01.2038NYC TRANSITIONAL-H-1
0.34%
0.26%
Only in IBMX
C
CA CAS 5 10.01.2035CALIFORNIA ST-REF
3.06%
T
TX UNIHGR 5 08.15.2036TX SYS UNIV BRD OF-B
2.55%
M
MA MASDEV 05.15.2055MA ST DEV FIN AGY-A-2
2.34%
O
OH OHS 5 09.15.2036STATE OHIO-B-REF
2.21%
C
CA UNVHGR 5 05.15.2038CA UNIV REGENTS-CB
1.85%
M
MD MDS 5 06.01.2039MARYLAND ST-A
1.83%
C
CA LOSSCD 5 07.01.2039LOS ANGELES-SER QRR
1.60%
T
TX TXS 5 10.01.2036TX TRANSPRTN COMM-REF
1.51%
N
NY MTATRN 5 11.15.2035MET TRANS AUTH-A-REF
1.48%
C
CA CAS 5 09.01.2035CALIFORNIA ST
1.38%
F
FL ORAUTL 5 10.01.2039ORANGE CO
1.37%
C
CT CTSGEN 5 07.01.2036CONNECTICUT ST-A-REF
1.28%
N
NY NYSGEN 5 03.15.2037DASNY-C-REF
1.16%
N
NV CLASCD 5 06.15.2035CLARK CO SCH DT-B-REF
1.16%
W
WI WIS 5 05.01.2038WISCONSIN ST#3
1.15%
N
NY NYCGEN 5 05.01.2037NY TRANSITIONAL FIN-B
1.15%
A
AZ AZSHGR 5 06.01.2038ARIZONA BRD REGENTS-B
1.14%
W
WA WAS 5 08.01.2039WASHINGTON ST-R-2025D
1.14%
C
CA LOSUTL 5 07.01.2035LOS ANG DEPT OF WTR-E
1.12%
H
HI HON 5 07.01.2035HONOLULU CO & CITY-D
1.06%
O
OK OKSTRN 5 01.01.2038OK TPK AUTH-A
1.03%
U
UT DAVSCD 5 06.01.2036DAVIS SD BOE
0.93%
D
DE DES 5 05.01.2038DELAWARE ST
0.93%
N
NJ NJSTRN 5 06.15.2035NJ TRANSPRTN TRUST-AA
0.93%
T
TX SANWTR 5 05.15.2036SAN ANTIONO-C-REF
0.92%
Only in ITM
N
NJ NJSEDU 07.01.2064NJ EDUCTNL FACS-A
0.54%
C
CA CCEDEV 08.01.2055CA CMNTY CHOICE FIN-C
0.51%
C
CA CAS 4 03.01.2036CALIFORNIA ST-UNREFD
0.45%
C
CA CCEDEV 02.01.2055CA CMNYY CHOICE-F
0.45%
C
CT CTSHGR 07.01.2064CT HLTH & EDUCTNL-B-2
0.39%
C
CA CCEDEV 01.01.2056CA CMNTY CHOICE FIN-H
0.38%
C
CA CAS 5.25 08.01.2032CA REF
0.31%
N
NY NYCUTL 5 06.15.2034NYC MUNI WTR FIN-DD
0.29%
C
CA CASHSG 3.75 03.25.2035CA HSG FIN AGY CTFS
0.28%
A
AL SEEPWR 11.01.2055SOUTHEAST ENERGY-F
0.28%
N
NH NFADEV 01.20.2041NATIONAL FIN-A-1
0.27%
O
OR MARSCD 0 06.15.2039SALEM ETC SD #24J-A
0.27%
P
PA CMNGEN 4 06.01.2039CMWLTH FING AUTH
0.27%
M
MD MDS 5 06.01.2040MARYLAND ST-A
0.26%
S
SC SCSMED 5 11.01.2034SC JOBS-ECON DEV -A
0.26%
M
MA MASDEV 05.15.2055MA ST DEV FIN AGY-A-1
0.26%
N
NY NYC 5 02.01.2040NEW YORK-G-G-1
0.26%
C
CA CCEDEV 10.01.2056CA CMNTY CHOICE FIN-E
0.25%
C
CA CCEDEV 01.01.2054CA CMNTY CHOICE FING
0.25%
C
CA CAS 4 03.01.2037CALIFORNIA ST
0.24%
N
NY NYEFAC 07.01.2056NY ENERGY FIN DEV
0.24%
A
AL BBEUTL 06.01.2051BLACK BELT ENERGY GAS
0.24%
A
AL BBEUTL 12.01.2055BLACK BELT GAS DT-E
0.24%
M
MA MASGEN 5.5 01.01.2034MA SPL OBLG-BAM-TCRS
0.24%
N
NJ NJSTRN 5 06.15.2038NJ TRANSPRTN TRUST-A
0.24%
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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.