# Portfolio overlap — LSDFX vs EVSM Comparing **Lord Abbett Short Duration Tax Free Fund** (2026-03-31) and **Eaton Vance Short Duration Municipal Income ETF** (2026-03-31). - Shared positions: 22 - Lord Abbett Short Duration Tax Free Fund covered by Eaton Vance Short Duration Municipal Income ETF: 0.04900802391402096543536062850 - Eaton Vance Short Duration Municipal Income ETF covered by Lord Abbett Short Duration Tax Free Fund: 0.04900802391402096543536062848 ## Lord Abbett Short Duration Tax Free Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Refunding Subordinate First Series 2026 | 0.018473 | | | HLTH BAPTIST AL 2013B V7 | 0.016403 | | | Harris County Cultural Education Facilities Finance Corp | 0.014899 | | | NEW YORK NY REGD V/R B/E 2.55000000 | 0.014395 | | | MUNIBOND | 0.013804 | | | California Community Choice Financing Authority, Series A-2 | 0.013336 | | | Pennsylvania Higher Educational Facilities Authority | 0.012855 | | | MAIN STR NAT GA 0% 8/1/2052 | 0.012355 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.012298 | | | LOWER COLORADO RIVER TX AUTH R REGD V/R B/E 5.00000000 | 0.011949 | | | Central Plains Energy Project, Nebraska, Gas Project Revenue Bonds, Project 5, SOFR Series 2022-2 | 0.011869 | | | Town of Whitman MA | 0.011686 | | | COLORADO ST HLTH FACS AUTH REVENUE | 0.011611 | | | PINELLAS COUNTY SCHOOL BOARD | 0.011558 | | | UNIV OF NORTH CAROLINA NC AT C REGD V/R B/E 3.57590000 | 0.011549 | | | NY ST DORM AUTH-C | 0.011516 | | | TNDR OPT-FLTRS-003 | 0.010808 | | | Black Belt Energy Gas District, Series F | 0.009767 | | | Pennsylvania Turnpike Commission, Series 2026 | 0.009716 | | | PORT PORT ARTHUR TX NAV DIST VAR-MOTIVA ENTERPRISES PJ-A | 0.009380 | | | Los Angeles Department of Water & Power, Series 2025A | 0.008946 | | | Jersey City Redevelopment Agency, Bayfront Redevelopment Project, Series 2025A | 0.008779 | | | Borough of Ramsey NJ | 0.008752 | | | California Community Choice Financing Authority, Green Bond, Series 2022A-2 | 0.008730 | | | Town of Cumberland RI | 0.008688 | | | Main Street Energy, Inc., Series D | 0.008168 | ✓ | | ST LUKE'S HOSPITAL OBLIGATED GROUP FRN 08-15-38 | 0.008165 | | | OHIO ST HSG FIN AGY MF HSG REV REGD V/R B/E 3.35000000 | 0.008113 | | | Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2025A | 0.007924 | | | TX HAREDU 10/01/2051 | 0.007912 | | | Pennsylvania Turnpike Commission | 0.007681 | | | WA ST HSG FIN COMM-B3 | 0.007584 | | | Philadelphia Authority for Industrial Development | 0.007558 | | | NJ TRANSPRTN TRUST-A | 0.007464 | | | NASHVILLE & DAVIDSON | 0.007290 | ✓ | | New York City Transitional Finance Authority Future Tax Secured Revenue, Series 2026, RB | 0.007198 | | | MICHIGAN ST FIN AUTH REVENUE REGD B/E 4.00000000 | 0.007089 | | | MAIN STR NAT GA 5% 12/1/2052 MT | 0.006610 | | | Township of Millburn NJ | 0.006603 | | | State of Illinois, Series 2025C | 0.006334 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.006319 | | | NJ NJSEDU 07/01/2064 | 0.006315 | | | Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024A-1 | 0.006169 | | | MASS DEVEL FIN VAR MT | 0.006158 | | | State of Ohio, Series 2025A | 0.006150 | | | WA ST HLTH CAR 5% MT | 0.006090 | | | CHARLOTTE-MECKLENBURG NC HOSP REGD V/R B/E 5.00000000 | 0.005976 | | | TN TNSUTL 05/01/2053 | 0.005940 | | | Ohio (State of) Air Quality Development Authority (Ohio Valley Electric Corp.), Series 2014 A, RB | 0.005877 | | | State of Illinois, Series 2023D | 0.005789 | | ## 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 `0001410368-26-056337` (as of 2026-03-31) - N-PORT (fund B) — accession `0002071691-26-011926` (as of 2026-03-31) --- _Informational only — not investment advice. 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