# Portfolio overlap — FSTFX vs EVSM

Comparing **Fidelity Limited Term Municipal Income Fund** (2026-03-31) and **Eaton Vance Short Duration Municipal Income ETF** (2026-03-31).

- Shared positions: 46
- Fidelity Limited Term Municipal Income Fund covered by Eaton Vance Short Duration Municipal Income ETF: 0.08436994040158711368759665293
- Eaton Vance Short Duration Municipal Income ETF covered by Fidelity Limited Term Municipal Income Fund: 0.08436994040158711368759665292

## Fidelity Limited Term Municipal Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Municipal Cash Central Fund | 0.054522 |  |
| SOUTHEAST ENERGY-E | 0.013502 | ✓ |
| WISCONSIN ST HLTH & EDUCTNL FACS AUTH REVENUE | 0.009282 |  |
| WA ST HLTH CAR 5% 10/1/2035 | 0.007430 |  |
| MTRO WA DC ARPT 5% 10/1/2028 @ | 0.007421 |  |
| NYC NY 5% 8/1/2028 | 0.006804 |  |
| BLACK BELT ENERGY GAS VAR | 0.006642 |  |
| Southeast Energy Authority, Alabama, Revenue Bonds Cooperative District Energy Supply Series 2024C | 0.006628 |  |
| WA ST HLTH CAR 5% MT | 0.006157 |  |
| WISCONSIN ST HLTH & EDUCTNL FACS AUTH REVENUE | 0.006032 |  |
| WA ST HLTH CAR 5% 10/1/2030 | 0.005946 | ✓ |
| MAIN STR NAT GA 4% MT | 0.005921 |  |
| WHITING IN ENVRNMNTL FACS REVE REGD V/R B/E AMT 5.00000000 | 0.005535 | ✓ |
| MAIN STR NAT GA 4% 07/01/2052 MT | 0.005236 | ✓ |
| School District of Broward County, Series 2025A | 0.005073 |  |
| OKLAHOMA CTY OK 3% 7/1/2026 | 0.005015 |  |
| CHICAGO IL BRD OF EDU | 0.004873 | ✓ |
| DFW ARPT 5% 11/1/2050 MT @ | 0.004846 |  |
| California Community Choice Financing Authority | 0.004752 |  |
| WISCONSIN ST HLTH & EDUCTNL FACS AUTH REVENUE | 0.004748 |  |
| NYC NY 5% 8/1/2027 | 0.004699 |  |
| State of New Jersey, Series 2020A | 0.004648 |  |
| NY TRANS CORP 5% 12/1/2026 @ | 0.004642 |  |
| UT CNTY UT HOSP 5% MT | 0.004587 |  |
| MTRO WA DC ARPT 5% 10/1/2026@ | 0.004504 |  |
| NY TRANS CORP 5% 12/1/2027 @ | 0.004471 |  |
| TN TNSUTL 5 11/01/2034 | 0.004459 |  |
| COLORADO ST HLTH FACS AUTH REVENUE | 0.004449 | ✓ |
| TX SANUTL 02/01/2055 | 0.004386 | ✓ |
| PORT NY NJ 5% 12/1/2028 @ | 0.004341 |  |
| KY HSG SFM 6% 7/1/2054 | 0.004284 |  |
| MAIN STR NAT GA 5% MT | 0.004283 | ✓ |
| LOVE FLD MOD TX 5% 11/1/2029 @ | 0.004283 |  |
| MINNEAPOLS MN 5% MT | 0.004278 |  |
| NYC NY 5% 8/1/2028 | 0.004170 |  |
| TARRANT TX EDFC 5% MT | 0.004056 |  |
| LOVE FLD MOD TX 5% 11/1/2028 @ | 0.004024 |  |
| OHIO HOUSING FINANCE AGENCY FNMA/GNMA/FHLMC 3.25% 03-01-51 | 0.003872 |  |
| NJ ST TRANSN TR FD | 0.003810 |  |
| MAIN STR NAT GA 5% MT | 0.003784 |  |
| NE CENPWR 08/01/2055 | 0.003738 |  |
| GRAND PKWY TRANSPRTN | 0.003720 |  |
| CALIFORNIA COMMUNITY VAR | 0.003678 |  |
| SAN ANTONIO TX ELEC   GAS REVE SANUTL 12/45 ADJUSTABLE VAR | 0.003660 |  |
| HARRIS TX CED 5% MT | 0.003650 |  |
| New Jersey Transportation Trust Fund Authority | 0.003626 |  |
| SOUTHEAST ENRG 5% MT | 0.003621 |  |
| GEORGIA POWER CO (MPT) 2.9% 08-01-43 | 0.003593 |  |
| MAIN STR NAT GA 5% MT | 0.003548 |  |
| HI ST 5% 10/1/2026 | 0.003463 |  |

## Eaton Vance Short Duration Municipal Income ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GAINESVILLE FL UTILITIES SYS R GAIUTL 10/42 ADJUSTABLE VAR | 0.012634 |  |
| ARKANSAS DEV FIN AUTH ENVIRONM REGD V/R B/E AMT 4.00000000 | 0.011567 |  |
| BLKR-LI MUNI-INS | 0.011517 |  |
| BUILD NYC-B-3 | 0.011470 |  |
| King (County of), WA, Series 2025, RB | 0.010892 |  |
| UNIV OF CONNECTICUT CT | 0.010882 |  |
| US TREASURY N/B | 0.008725 |  |
| TX EXXON 12 G=EXXON V1 | 0.008423 |  |
| Dallas Independent School District, Series 2026B | 0.007766 | ✓ |
| SOUTHEAST ENERGY-E | 0.007708 | ✓ |
| HOUSTON TX ARPT SYS REVENUE | 0.007603 |  |
| DENVER CO ARPT 5% 12/1/2031 @ | 0.007576 |  |
| Connecticut Housing Finance Authority, Series 2026 B-3 | 0.007261 |  |
| San Antonio Water System | 0.007261 |  |
| PENNSYLVANIA ST HGR EDUCTNL FA PASHGR 11/61 ADJUSTABLE VAR | 0.007261 |  |
| State of Louisiana, Series 2023 A-2 | 0.007261 |  |
| MET TRANSPRTN AUTH NY REVENUE MTATRN 11/35 ADJUSTABLE VAR | 0.007261 |  |
| DT OF COLUMBIA-C-1 | 0.007261 |  |
| INDIANA ST MUNI PWR AGY | 0.007261 |  |
| NEW YORK-I-3 | 0.007261 |  |
| SAN ANTONIO TX ELEC & GAS REVENUE | 0.007228 | ✓ |
| Snohomish County Housing Authority | 0.007142 |  |
| OH WTR DEV AUTH-C | 0.006971 |  |
| RESTRUCTURED-SER A1 | 0.006911 |  |
| California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB | 0.006854 |  |
| NY CITY HSG DEV-B | 0.006813 |  |
| Development Authority of Burke County (The), Series 2009-1 | 0.006535 |  |
| DETROIT MI CITY SCH DIST REGD N/C B/E AG Q-SB 6.00000000 | 0.006517 |  |
| DFW ARPT 5% 11/1/2028 @ | 0.006487 |  |
| MET TRANSPRTN AUTH NY REVENUE | 0.006375 |  |
| MASSACHUSETTS ST DEV FIN AGY R REGD N/C B/E AG 5.00000000 | 0.006318 |  |
| Wayne County Airport Authority, Series 2025 G | 0.006255 |  |
| State of Connecticut Special Tax Revenue | 0.005991 |  |
| RACINE UNIF SD-B-NANS | 0.005939 |  |
| NASHVILLE & DAVIDSON | 0.005935 |  |
| NY NY CITY HS(NEW YORK MHSG) 3.25% 2/1/30 MT 65 | 0.005821 |  |
| MET TRANSPRTN AUTH NY REVENUE MTATRN 11/31 ADJUSTABLE VAR | 0.005809 |  |
| MS BUS FIN COMMSN-G | 0.005809 |  |
| NH HLTH & EDU FACS-A | 0.005696 |  |
| County of Baltimore, Series 2024 | 0.005617 |  |
| TX TAREDU 11/15/2064 | 0.005617 |  |
| NYC TRANS FIN AUTH-A4 | 0.005475 |  |
| TX LAVMFH 11/01/2044 | 0.005363 | ✓ |
| MS BUS FIN-VAR-B-CHEV | 0.005083 |  |
| NJ HSG & MTGE FIN-B | 0.005075 |  |
| Main Street Energy, Inc., Series D | 0.005024 |  |
| DT OF COLUMBIA-C-2 | 0.004930 |  |
| UTILITY-TE-2 | 0.004786 |  |
| NJ HSG & MTGE FIN-B | 0.004757 |  |
| CA STWD CMNTYS DEV-B | 0.004715 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-003413` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/35373/000003540226003413/0000035402-26-003413-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011926` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1676326/000207169126011926/0002071691-26-011926-index.htm>

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