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
48 holdings in all 2 funds| Fund | IBMR | IBMS | Positions | Holdings |
|---|---|---|---|---|
| IBMRiShares iBonds Dec 2029 Term Muni Bond ETF | — | 2% 48 shared |
2,005 | as of Oct 20, 2026issuer data |
| IBMSiShares iBonds Dec 2030 Term Muni Bond ETF | 2% 48 shared | — | 1,970 | 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
1.5% common weight| Holding | IBMR | IBMS | Smallest |
|---|---|---|---|
| MORRIS CNTY N J 2%, due Feb 1, 2030 | 0.23% | 0.33% | 0.23% |
| CORPUS CHRISTI TEX 5%, due Mar 1, 2030 | 0.09% | 0.17% | 0.09% |
| NEW YORK N Y 5%, due Apr 1, 2030 | 0.09% | 0.09% | 0.09% |
| MARYLAND ST DEPT TRANSN CONS T 4%, due Oct 1, 2030 | 0.10% | 0.08% | 0.08% |
| MIAMI-DADE CNTY FLA TRAN SYS S 5%, due Jul 1, 2030 | 0.09% | 0.07% | 0.07% |
| CALIFORNIA ST 5%, due Oct 1, 2030 | 0.06% | 0.20% | 0.06% |
| LOS ANGELES CALIF UNI SCH DIST 5%, due Jul 1, 2030 | 0.05% | 0.05% | 0.05% |
| MUNICIPAL ELEC AUTH GA 5%, due Jan 1, 2030 | 0.05% | 0.07% | 0.05% |
| PORTLAND ORE WTR SYS REV 5%, due May 1, 2030 | 0.12% | 0.04% | 0.04% |
| DENVER COLO CITY & CNTY ARPT R 5%, due Nov 15, 2030 | 0.04% | 0.04% | 0.04% |
| DISTRICT COLUMBIA INCOME TAX R 5%, due Oct 1, 2030 | 0.06% | 0.04% | 0.04% |
| DALLAS TEX INDPT SCH DIST 5%, due Feb 15, 2030 | 0.04% | 0.04% | 0.04% |
| NEW HAMPSHIRE MUN BD BK 5%, due Aug 15, 2030 | 0.04% | 0.05% | 0.04% |
| UNIVERSITY ALA GEN REV 5%, due Jul 1, 2030 | 0.04% | 0.05% | 0.04% |
| KING CNTY WASH SCH DIST NO 210, due Dec 1, 2030 | 0.04% | 0.03% | 0.03% |
| NEW YORK N Y 5%, due Oct 1, 2030 | 0.04% | 0.03% | 0.03% |
| MADISON WIS 4%, due Oct 1, 2030 | 0.03% | 0.04% | 0.03% |
| KELLER TEX INDPT SCH DIST 5%, due Aug 15, 2030 | 0.05% | 0.03% | 0.03% |
| CYPRESS-FAIRBANKS TEX INDPT SC 5%, due Feb 15, 2030 | 0.03% | 0.03% | 0.03% |
| NEW YORK N Y CITY TRANSITIONAL 5%, due Nov 1, 2030 | 0.03% | 0.05% | 0.03% |
| ANAHEIM CALIF PUB FING AUTH LE 5%, due Sep 1, 2030 | 0.03% | 0.07% | 0.03% |
| MASSACHUSETTS ST 5%, due Jan 1, 2030 | 0.03% | 0.05% | 0.03% |
| PIERCE CNTY WASH SCH DIST NO 4, due Dec 1, 2030 | 0.04% | 0.02% | 0.02% |
| OREGON ST 5%, due May 1, 2030 | 0.06% | 0.02% | 0.02% |
| TRAVIS CNTY TEX 5%, due Mar 1, 2030 | 0.05% | 0.02% | 0.02% |
| ANNE ARUNDEL CNTY MD 5%, due Oct 1, 2030 | 0.02% | 0.09% | 0.02% |
| HARRIS CNTY TEX FLOOD CTL DIST 5%, due Oct 1, 2030 | 0.02% | 0.12% | 0.02% |
| SAN ANTONIO TEX ELEC & GAS REV 5%, due Feb 1, 2030 | 0.04% | 0.02% | 0.02% |
| COLUMBUS OHIO 5%, due Apr 1, 2030 | 0.05% | 0.02% | 0.02% |
| SALT LAKE CITY UTAH PUB UTILS 5%, due Feb 1, 2030 | 0.09% | 0.02% | 0.02% |
| LOUISIANA ST 5%, due Mar 1, 2030 | 0.02% | 0.02% | 0.02% |
| UTAH COUNTY UTAH TRANSN SALES 5%, due Dec 1, 2030 | 0.03% | 0.01% | 0.01% |
| INDIANA ST FIN AUTH REV 5%, due Feb 1, 2030 | 0.05% | 0.01% | 0.01% |
| WASHOE CNTY NEV HWY REV 5%, due Feb 1, 2030 | 0.05% | 0.01% | 0.01% |
| ATLANTA GA ARPT REV 5%, due Jul 1, 2030 | 0.01% | 0.01% | 0.01% |
| MAINE MUN BD BK 5%, due Nov 1, 2030 | 0.01% | 0.03% | 0.01% |
| INDIANAPOLIS IND LOC PUB IMPT 5%, due Feb 1, 2030 | 0.03% | 0.01% | 0.01% |
| ORLANDO FLA UTILS COMMN UTIL S 5%, due Oct 1, 2030 | 0.04% | 0.01% | 0.01% |
| GEORGIA ST 5%, due Jul 1, 2030 | 0.05% | 0.01% | 0.01% |
| COLLIN CNTY TEX CMNTY COLLEGE 5%, due Aug 15, 2030 | 0.01% | 0.03% | 0.01% |
| WASHINGTON ST 5%, due Aug 1, 2030 | 0.04% | 0.01% | 0.01% |
| VIRGINIA COMWLTH TRANSN BRD TR 5%, due May 15, 2030 | 0.04% | 0.01% | 0.01% |
| DALLAS TEX AREA RAPID TRAN SAL 5%, due Dec 1, 2030 | 0.01% | 0.04% | 0.01% |
| WILLIAMSON CNTY TENN 5%, due Apr 1, 2030 | 0.02% | 0.01% | 0.01% |
| KING CNTY WASH SCH DIST NO 405, due Dec 1, 2030 | 0.04% | 0.01% | 0.01% |
| KING CNTY WASH 5%, due Jan 1, 2030 | 0.06% | 0.01% | 0.01% |
| INDIANAPOLIS IND LOC PUB IMPT 5%, due Jan 1, 2030 | 0.00% | 0.04% | 0.00% |
| AUSTIN TEX ELEC UTIL SYS REV 5%, due Nov 15, 2030 | 0.00% | 0.01% | 0.00% |
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.