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
45 holdings in all 2 funds| Fund | EVSM | SHM | Positions | Holdings |
|---|---|---|---|---|
| EVSMEaton Vance Short Duration Municipal Income ETF | — | 5% 45 shared |
381 | as of Jun 30, 2026SEC filing |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | 5% 45 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
4.7% common weight| Holding | EVSM | SHM | Smallest |
|---|---|---|---|
| Southeast Energy Authority A Cooperative District 5%, due Oct 1, 2030 | 0.70% | 0.89% | 0.70% |
| New York City Housing Development Corp. 3.25%, due Nov 1, 2065 | 0.53% | 0.29% | 0.29% |
| Connecticut State Health & Educational Facilities Authority 5%, due Jul 1, 2064 | 0.36% | 0.26% | 0.26% |
| State of Illinois 5%, due Nov 1, 2028 | 0.34% | 0.24% | 0.24% |
| Metropolitan Transportation Authority 5%, due Nov 15, 2030 | 0.58% | 0.23% | 0.23% |
| New Mexico Municipal Energy Acquisition Authority 5%, due Jun 1, 2054 | 0.42% | 0.21% | 0.21% |
| Main Street Natural Gas, Inc. 4%, due Jul 1, 2052 | 0.33% | 0.20% | 0.20% |
| Black Belt Energy Gas District 5.5%, due Jun 1, 2049 | 0.34% | 0.16% | 0.16% |
| Main Street Natural Gas, Inc. 5%, due May 1, 2054 | 0.21% | 0.16% | 0.16% |
| New York City Housing Development Corp. 3.1%, due Nov 1, 2045 | 0.62% | 0.14% | 0.14% |
| New York City Housing Development Corp. 3.75%, due May 1, 2065 | 0.13% | 0.16% | 0.13% |
| North Texas Tollway Authority 5%, due Jan 1, 2027 | 0.13% | 0.13% | 0.13% |
| North Carolina Medical Care Commission 5%, due Jun 1, 2055 | 0.28% | 0.11% | 0.11% |
| California Community Choice Financing Authority 5.5%, due Oct 1, 2054 | 0.14% | 0.11% | 0.11% |
| New Jersey Housing & Mortgage Finance Agency 3.05%, due Nov 1, 2029 | 0.46% | 0.10% | 0.10% |
| Massachusetts Development Finance Agency 5%, due Jul 1, 2030 | 0.57% | 0.10% | 0.10% |
| Black Belt Energy Gas District 5%, due Dec 1, 2030 | 0.14% | 0.10% | 0.10% |
| Illinois Finance Authority 5%, due Aug 1, 2031 | 0.70% | 0.09% | 0.09% |
| Indiana Finance Authority 5%, due Oct 1, 2064 | 0.28% | 0.09% | 0.09% |
| New York State Housing Finance Agency 3.35%, due Dec 15, 2054 | 0.22% | 0.06% | 0.06% |
| City of Philadelphia 5%, due Aug 1, 2030 | 0.11% | 0.06% | 0.06% |
| Black Belt Energy Gas District 5%, due May 1, 2030 | 0.14% | 0.06% | 0.06% |
| Ohio Air Quality Development Authority 3.5%, due Aug 1, 2034 | 0.35% | 0.06% | 0.06% |
| California Municipal Finance Authority 3%, due Jun 1, 2045 | 0.66% | 0.06% | 0.06% |
| City of South Miami Health Facilities Authority, Inc. 5%, due Aug 15, 2065 | 0.17% | 0.06% | 0.06% |
| Harris County Cultural Education Facilities Finance Corp. 5%, due Oct 1, 2028 | 0.34% | 0.06% | 0.06% |
| Pennsylvania Economic Development Financing Authority 5%, due Jun 15, 2031 | 0.29% | 0.06% | 0.06% |
| New York State Dormitory Authority 5%, due Jul 1, 2048 | 0.42% | 0.06% | 0.06% |
| City of San Antonio TX Electric & Gas Systems Revenue 3%, due Feb 1, 2055 | 0.35% | 0.06% | 0.06% |
| State of Hawaii 5%, due Oct 1, 2030 | 0.32% | 0.05% | 0.05% |
| Arizona Industrial Development Authority 5%, due Nov 1, 2031 | 0.14% | 0.05% | 0.05% |
| Lansing Board of Water & Light 5%, due Jul 1, 2051 | 0.17% | 0.04% | 0.04% |
| Arapahoe County School District No. 5, due Dec 15, 2030 | 0.20% | 0.04% | 0.04% |
| California Health Facilities Financing Authority 5%, due Dec 1, 2028 | 0.14% | 0.04% | 0.04% |
| Trust for Cultural Resources of The City of New York (The) 5%, due Dec 1, 2030 | 0.60% | 0.04% | 0.04% |
| California Municipal Finance Authority 5%, due Jun 1, 2056 | 0.34% | 0.03% | 0.03% |
| Black Belt Energy Gas District 5%, due Jun 1, 2030 | 0.07% | 0.03% | 0.03% |
| Louisa Industrial Development Authority 3.125%, due Nov 1, 2035 | 0.13% | 0.03% | 0.03% |
| Great Lakes Water Authority Water Supply System Revenue 3.45%, due Jul 1, 2056 | 0.33% | 0.03% | 0.03% |
| Oxnard School District, due Feb 1, 2031 | 0.30% | 0.03% | 0.03% |
| Development Authority of Monroe County (The) 2.8%, due Oct 1, 2048 | 0.13% | 0.03% | 0.03% |
| Hillsborough County Housing Finance Authority 2.9%, due Nov 1, 2044 | 0.26% | 0.03% | 0.03% |
| Kansas Development Finance Authority 3.05%, due Dec 1, 2043 | 0.20% | 0.03% | 0.03% |
| California Community Choice Financing Authority 5%, due Jul 1, 2031 | 0.07% | 0.02% | 0.02% |
| California Community Choice Financing Authority 5%, due Jul 1, 2030 | 0.07% | 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.