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
70 holdings in all 2 funds| Fund | CGSM | SHM | Positions | Holdings |
|---|---|---|---|---|
| CGSMCapital Group Short Duration Municipal Income ETF | — | 6% 70 shared |
1,100 | as of Oct 20, 2026issuer data |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | 6% 70 shared | — | 1,107 | 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
6.3% common weight| Holding | CGSM | SHM | Smallest |
|---|---|---|---|
| SOUTHEAST ENERGY AUTHORITY A C SEEPWR 10/30 FIXED 5, due Oct 15, 2030 | 0.60% | 0.89% | 0.60% |
| KENTUCKY ST PUBLIC ENERGY AUTH KYSPWR 06/55 ADJUSTABLE VAR, due Jun 15, 2055 | 0.56% | 0.32% | 0.32% |
| CALIFORNIA ST CAS 08/31 FIXED 5, due Aug 15, 2031 | 0.27% | 0.34% | 0.27% |
| CALIFORNIA CMNTY CHOICE FING A CCEDEV 02/54 ADJUSTABLE VAR, due Feb 15, 2054 | 0.25% | 0.21% | 0.21% |
| KENTUCKY ST PUBLIC ENERGY AUTH KYSPWR 08/52 ADJUSTABLE VAR, due Aug 15, 2052 | 0.24% | 0.20% | 0.20% |
| FORT BEND TX INDEP SCH DIST FORSCD 08/54 ADJUSTABLE VAR, due Aug 15, 2054 | 0.20% | 0.19% | 0.19% |
| MAIN STREET NATURAL GAS INC GA MAIUTL 05/54 ADJUSTABLE VAR, due May 15, 2054 | 0.41% | 0.19% | 0.19% |
| BLACK BELT ENERGY GAS DIST AL BBEUTL 06/31 FIXED 5, due Jun 15, 2031 | 0.54% | 0.19% | 0.19% |
| CALIFORNIA CMNTY CHOICE FING A CCEDEV 02/52 ADJUSTABLE VAR, due Feb 15, 2052 | 0.38% | 0.17% | 0.17% |
| SAINT JOHN THE BAPTIST PARISH SJBCTF 06/37 ADJUSTABLE VAR, due Jun 15, 2037 | 0.39% | 0.16% | 0.16% |
| KENTUCKY ST PUBLIC ENERGY AUTH KYSPWR 05/55 ADJUSTABLE VAR, due May 15, 2055 | 0.18% | 0.16% | 0.16% |
| GRAND PARKWAY TRANSPRTN CORP T GPTTRN 10/52 ADJUSTABLE VAR, due Oct 15, 2052 | 0.25% | 0.15% | 0.15% |
| UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/30 FIXED 5, due May 15, 2030 | 0.20% | 0.15% | 0.15% |
| HARRIS CNTY TX CULTURAL EDU FA HAREDU 07/31 FIXED 5, due Jul 15, 2031 | 0.31% | 0.15% | 0.15% |
| CENTRL PLAINS ENERGY PROJ NE G CENPWR 05/53 ADJUSTABLE VAR, due May 15, 2053 | 0.15% | 0.15% | 0.15% |
| LOS ANGELES CA DEPT OF WTR P LOSUTL 07/30 FIXED 5, due Jul 15, 2030 | 0.17% | 0.15% | 0.15% |
| NEW YORK CITY NY HSG DEV CORP NYCHSG 11/65 ADJUSTABLE VAR, due Nov 15, 2065 | 0.15% | 0.29% | 0.15% |
| COLORADO ST HLTH FACS AUTH REV COSMED 11/30 FIXED 5, due Nov 15, 2030 | 0.47% | 0.14% | 0.14% |
| STHRN CA PUBLIC PWR AUTH REVEN STNPWR 04/55 ADJUSTABLE VAR, due Apr 15, 2055 | 0.12% | 0.15% | 0.12% |
| CALIFORNIA CMNTY CHOICE FING A CCEDEV 12/53 ADJUSTABLE VAR, due Dec 15, 2053 | 0.35% | 0.11% | 0.11% |
| BLACK BELT ENERGY GAS DIST AL BBEUTL 12/53 ADJUSTABLE VAR, due Dec 15, 2053 | 0.19% | 0.11% | 0.11% |
| MAIN STREET NATURAL GAS INC GA MAIUTL 07/52 ADJUSTABLE VAR, due Jul 15, 2052 | 0.09% | 0.20% | 0.09% |
| TEXAS ST TXS 10/28 FIXED 5, due Oct 15, 2028 | 0.09% | 0.22% | 0.09% |
| LOS ANGELES CNTY CA DEV AUTH M LOSDEV 09/59 ADJUSTABLE VAR, due Sep 15, 2059 | 0.17% | 0.08% | 0.08% |
| WASHINGTON ST HLTH CARE FACS A WASMED 10/30 FIXED 5, due Oct 15, 2030 | 0.40% | 0.08% | 0.08% |
| CALIFORNIA CMNTY CHOICE FING A CCEDEV 11/54 ADJUSTABLE VAR, due Nov 15, 2054 | 0.08% | 0.28% | 0.08% |
| HARRIS CNTY TX CULTURAL EDU FA HAREDU 12/29 FIXED 5, due Dec 15, 2029 | 0.07% | 0.25% | 0.07% |
| OHIO ST HOSP REVENUE OHSMED 01/29 FIXED 5, due Jan 15, 2029 | 0.20% | 0.07% | 0.07% |
| MAIN STREET NATURAL GAS INC GA MAIUTL 08/52 ADJUSTABLE VAR, due Aug 15, 2052 | 0.22% | 0.07% | 0.07% |
| MECKLENBURG CNTY NC LTD OBLG MEC 02/30 FIXED 5, due Feb 15, 2030 | 0.06% | 0.09% | 0.06% |
| TEXAS ST MUNI GAS ACQUISITION TMGUTL 01/54 ADJUSTABLE VAR, due Jan 15, 2054 | 0.06% | 0.21% | 0.06% |
| MAIN STREET NATURAL GAS INC GA MAIUTL 07/53 ADJUSTABLE VAR, due Jul 15, 2053 | 0.06% | 0.21% | 0.06% |
| SOUTHEAST ENERGY AUTH AL COMMO SEEPWR 05/53 ADJUSTABLE VAR, due May 15, 2053 | 0.06% | 0.12% | 0.06% |
| NEW YORK CITY NY HSG DEV CORP NYCHSG 05/65 ADJUSTABLE VAR, due May 15, 2065 | 0.06% | 0.16% | 0.06% |
| KENTUCKY ST PUBLIC ENERGY AUTH KYSPWR 02/50 ADJUSTABLE VAR, due Feb 15, 2050 | 0.06% | 0.14% | 0.06% |
| CALIFORNIA ST MUNI FIN AUTH MF CASMFH 06/45 ADJUSTABLE VAR, due Jun 15, 2045 | 0.11% | 0.06% | 0.06% |
| TENNERGY CORP TN GAS REVENUE TGYPWR 12/51 ADJUSTABLE VAR, due Dec 15, 2051 | 0.06% | 0.17% | 0.06% |
| WISE CNTY VA INDL DEV AUTH SOL WISUTL 10/40 ADJUSTABLE VAR, due Oct 15, 2040 | 0.11% | 0.06% | 0.06% |
| RICHMOND VA REDEV HSG AUTH M RICHSG 12/55 ADJUSTABLE VAR, due Dec 15, 2055 | 0.16% | 0.06% | 0.06% |
| MET WTR DIST OF STHRN CA WTRWK METWTR 07/37 ADJUSTABLE VAR, due Jul 15, 2037 | 0.13% | 0.06% | 0.06% |
| SAN ANTONIO TX ELEC GAS REVE SANUTL 02/55 ADJUSTABLE VAR, due Feb 15, 2055 | 0.15% | 0.06% | 0.06% |
| ILLINOIS ST FIN AUTH REVENUE ILSGEN 11/30 FIXED 5, due Nov 15, 2030 | 0.16% | 0.05% | 0.05% |
| SOUTH CAROLINA ST PUBLIC SVC A SCSUTL 12/31 FIXED 5, due Dec 15, 2031 | 0.13% | 0.05% | 0.05% |
| CALIFORNIA ST CAS 03/30 FIXED 5, due Mar 15, 2030 | 0.05% | 0.05% | 0.05% |
| MINNESOTA ST MNS 08/30 FIXED 5, due Aug 15, 2030 | 0.12% | 0.04% | 0.04% |
| MCKINNEY TX HSG FIN CORP MF HS MKYMFH 09/44 ADJUSTABLE VAR, due Sep 15, 2044 | 0.09% | 0.04% | 0.04% |
| SAN ANTONIO TX ELEC GAS REVE SANUTL 02/28 FIXED 5, due Feb 15, 2028 | 0.06% | 0.04% | 0.04% |
| UTAH ST HSG CORP MF REVENUE UTSMFH 03/45 ADJUSTABLE VAR, due Mar 15, 2045 | 0.08% | 0.04% | 0.04% |
| MICHIGAN ST HOSP FIN AUTH MISMED 11/29 FIXED 5, due Nov 15, 2029 | 0.11% | 0.04% | 0.04% |
| MOBILE AL INDL DEV BRD POLL CO MOBPOL 07/34 ADJUSTABLE VAR, due Jul 15, 2034 | 0.04% | 0.11% | 0.04% |
| KANSAS ST DEV FIN AUTH MF HSG KSSMFH 12/43 ADJUSTABLE VAR, due Dec 15, 2043 | 0.11% | 0.03% | 0.03% |
| MIAMI DADE CNTY FL HSG FIN AUT MIAMFH 09/29 ADJUSTABLE VAR, due Sep 15, 2029 | 0.11% | 0.03% | 0.03% |
| BUCKEYE OH TOBACCO SETTLEMENT BUCGEN 06/31 FIXED 5, due Jun 15, 2031 | 0.10% | 0.03% | 0.03% |
| OMAHA NE PUBLIC PWR DIST ELEC OMAPWR 02/30 FIXED 5, due Feb 15, 2030 | 0.06% | 0.03% | 0.03% |
| BUCKEYE OH TOBACCO SETTLEMENT BUCGEN 06/30 FIXED 5, due Jun 15, 2030 | 0.05% | 0.03% | 0.03% |
| CALIFORNIA ST MUNI FIN AUTH MF CASMFH 09/56 ADJUSTABLE VAR, due Sep 15, 2056 | 0.08% | 0.03% | 0.03% |
| LOUISIANA ST HSG CORP MF HSG R LASMFH 04/30 ADJUSTABLE VAR, due Apr 15, 2030 | 0.16% | 0.03% | 0.03% |
| CALIFORNIA ST MUNI FIN AUTH MF CASMFH 01/56 ADJUSTABLE VAR, due Jan 15, 2056 | 0.10% | 0.03% | 0.03% |
| BLACK BELT ENERGY GAS DIST AL BBEUTL 07/52 ADJUSTABLE VAR, due Jul 15, 2052 | 0.14% | 0.03% | 0.03% |
| LOUISA VA INDL DEV AUTH POLL C LOUPOL 11/35 ADJUSTABLE VAR, due Nov 15, 2035 | 0.06% | 0.03% | 0.03% |
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.