ETF Overlap Tool
Enter up to six ETFs to see how much of each is the same securities. Overlap by weight is the sum, over every holding two funds share, of the smaller of the two weights: 100% means identical portfolios, 0% means nothing in common.
Overlap by weight
29 holdings in all 2 funds| Fund | BSMU | IBMR | Positions | Holdings |
|---|---|---|---|---|
| BSMUInvesco BulletShares 2030 Municipal Bond ETF | — | 1% 29 shared |
1,679 | as of May 31, 2026SEC filing |
| IBMRiShares iBonds Dec 2029 Term Muni Bond ETF | 1% 29 shared | — | 2,005 | as of Oct 20, 2026issuer data |
Each cell: overlap by weight, and how many positions the two funds share. Stocks, funds and bonds are compared, a bond by its own identifier and a Treasury bill by its maturity date; cash and derivatives are not, and a fund that is partly either shows how much of it is compared.
Held by both funds
1.1% common weight| Holding | BSMU | IBMR | Smallest |
|---|---|---|---|
| California (State of) Public Works Board (Various Capital) 5%, due Nov 1, 2030 | 0.10% | 0.14% | 0.10% |
| Maryland (State of) Department of Transportation 4%, due Oct 1, 2030 | 0.14% | 0.10% | 0.10% |
| Illinois (State of) Toll Highway Authority 5%, due Jan 1, 2030 | 0.09% | 0.09% | 0.09% |
| California (State of) 5%, due Oct 1, 2030 | 0.09% | 0.06% | 0.06% |
| Los Angeles Unified School District 5%, due Jul 1, 2030 | 0.06% | 0.05% | 0.05% |
| Maryland (State of) (Bidding Group 2), due Aug 1, 2030 | 0.06% | 0.05% | 0.05% |
| Round Rock Independent School District 5%, due Aug 1, 2030 | 0.05% | 0.07% | 0.05% |
| New York (City of), NY 5%, due Apr 1, 2030 | 0.04% | 0.09% | 0.04% |
| Dallas (City of), TX Independent School District 5%, due Feb 15, 2030 | 0.05% | 0.04% | 0.04% |
| New York (City of), NY 5%, due Oct 1, 2030 | 0.05% | 0.04% | 0.04% |
| Washington (State of) 5%, due Aug 1, 2030 | 0.04% | 0.04% | 0.04% |
| Virginia (Commonwealth of) College Building Authority (21st Century College and Equipment Programs), due Feb 1, 2030 | 0.04% | 0.04% | 0.04% |
| Clark (County of), NV 5%, due Jul 1, 2030 | 0.04% | 0.05% | 0.04% |
| Massachusetts (Commonwealth of) 5%, due Sep 1, 2030 | 0.05% | 0.04% | 0.04% |
| Georgia (State of) (Tranche 2), due Jul 1, 2030 | 0.04% | 0.05% | 0.04% |
| Prince George's (County of), MD 5%, due Jul 15, 2030 | 0.03% | 0.04% | 0.03% |
| Cypress-Fairbanks Independent School District 5%, due Feb 15, 2030 | 0.08% | 0.03% | 0.03% |
| State of North Carolina 5%, due May 1, 2030 | 0.03% | 0.07% | 0.03% |
| New York State Environmental Facilities Corp. (NYC Municipal Water Finance Authority) 5%, due Jun 15, 2030 | 0.08% | 0.03% | 0.03% |
| Virginia (Commonwealth of) College Building Authority 5%, due Feb 1, 2030 | 0.03% | 0.09% | 0.03% |
| Massachusetts (Commonwealth of) 5%, due Jan 1, 2030 | 0.04% | 0.03% | 0.03% |
| District of Columbia 5%, due Mar 1, 2030 | 0.03% | 0.03% | 0.03% |
| Louisiana (State of) 5%, due Mar 1, 2030 | 0.06% | 0.02% | 0.02% |
| Los Angeles (City of), CA Department of Airports (Los Angeles International Airport) 5%, due May 15, 2030 | 0.04% | 0.02% | 0.02% |
| Delaware (State of) River Port Authority 5%, due Jan 1, 2030 | 0.02% | 0.14% | 0.02% |
| King (County of), WA 5%, due Jan 1, 2030 | 0.02% | 0.06% | 0.02% |
| San Francisco (City & County of), CA Airport Commission (San Francisco International Airport) 5%, due May 1, 2030 | 0.02% | 0.01% | 0.01% |
| District of Columbia 5%, due Oct 1, 2030 | 0.01% | 0.06% | 0.01% |
| Dallas Area Rapid Transit 5%, due Dec 1, 2030 | 0.03% | 0.01% | 0.01% |
Reading overlap
Two funds with 80% overlap move together and holding both mostly doubles one exposure and both fees. Low overlap is not the same as diversification: two funds can share no holdings and still be driven by the same factor. To see what a whole portfolio owns, use the portfolio x-ray.
Holdings come from each issuer's daily file where we have one and otherwise from the fund's latest SEC filing, so the two sides of a comparison can be from different dates. The table shows each fund's date.
Bond funds are matched issue by issue: two Treasury funds overlap only where they hold the same bill, note or bond. A fund of short-dated bills replaces its whole portfolio every few months, so holdings from an older filing may have matured; the table says when they have.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.