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SHDLX vs EVSM

Shared holdings
12
SHDLX covered by EVSM
4.07%
EVSM covered by SHDLX
4.07%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SHDLX (Feb. 27, 2026)

SecurityWeight
Indianapolis Local Public Improvement Bond Bank, Indiana, Airport Authority Project Revenue Bonds, Refunding Series 2019D2.59%
State of Connecticut2.52%
DENVER CO ARPT 5% 12/1/2031 @2.40%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX2.33%
New Jersey Transportation Trust Fund Authority1.92%
San Francisco City & County Airport Comm-San Francisco International Airport1.84%
LONG ISLAND PWR-B1.81%
NEW JERSEY ST ECON DEV AUTH MTR VEHCL SURCHARGE REVENUE1.78%
ST JOHN BAPTIST -B21.71%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE1.70%
FLORIDA INSURANCE ASSISTANCE INTERLOCAL AGY1.58%
State of Connecticut, Series A1.53%
DENTON TX ISD-SER B21.52%
Chandler Industrial Development Authority, Series 20191.41%
TEXAS ST MUNI GAS ACQUISITION& SPLY CORP III GAS SPLY REVEN1.35%
DENVER CO ARPT 5% 11/15/2027 @1.32%
LONG ISLAND PWR AUTH1.29%
North Carolina Turnpike Authority 5.00% 01/01/20331.27%
NY LSLPWR 09/01/20511.26%
State of Ohio1.26%
State of Texas1.24%
MTRO WA DC ARPT 5% 10/1/2030 @1.15%
PORT NY NJ 5% 10/15/2030 @1.15%
MTRO WA DC ARPT 5% 10/1/2029 @1.14%
DENVER CITY & CNTY CO ARPT REV REGD N/C B/E AMT 5.000000001.14%
Connecticut (State of) Health & Educational Facilities Authority, Series 1997, RB1.13%
Trimble (County of), KY (Louisville Gas & Electric), Series 2002 A, Ref. RB1.11%
TX DALAPT 11/01/20501.10%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB1.06%
LOUISIANA ST OFFSHORE TERMINAL LOUISIANA OFFSHORE TERMINAL AUTHORITY1.06%
SAN ANTONIO TX ELEC & GAS REVENUE1.06%
State of Illinois, Series 20160.94%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX0.93%
SALT LAKE CITY UT ARPT REVENUE0.93%
N TX TOLLWAY AUTH REVENUE REGD N/C ZCP OID B/E AG 0.000000000.93%
MISSOURI ST ENVRNMNTL IMPT & E REGD V/R B/E AMT 4.050000000.90%
NJ TRN FD CAB-SER C0.89%
N TX HWY CABS-REF-1ST0.89%
TEXAS TRANSPORTATION VAR0.86%
CALIFORNIA COMMUNITY VAR0.86%
NJ TRN FD CAB-SER C0.84%
MARICOPA IDA AZ 5% 1/1/310.81%
Southeast Alabama Gas Supply District/The0.81%
HUDSON YDS INFR 5% 2/15/350.81%
State of Illinois, Series 2022A0.80%
MUSEUM ASSOCIATES (MPT) FRN 12-01-500.79%
LOWER CO RIVER AUTH-B0.78%
NEW JERSEY ST ECON DEV AUTH NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY0.78%
PORT SEATTLE 5% 7/1/2029 @0.76%
Salem-Keizer School District No 24J0.75%

EVSM (March 31, 2026)

SecurityWeight
GAINESVILLE FL UTILITIES SYS R GAIUTL 10/42 ADJUSTABLE VAR1.26%
ARKANSAS DEV FIN AUTH ENVIRONM REGD V/R B/E AMT 4.000000001.16%
BLKR-LI MUNI-INS1.15%
BUILD NYC-B-31.15%
King (County of), WA, Series 2025, RB1.09%
UNIV OF CONNECTICUT CT1.09%
US TREASURY N/B0.87%
TX EXXON 12 G=EXXON V10.84%
Dallas Independent School District, Series 2026B0.78%
SOUTHEAST ENERGY-E0.77%
HOUSTON TX ARPT SYS REVENUE0.76%
DENVER CO ARPT 5% 12/1/2031 @0.76%
Connecticut Housing Finance Authority, Series 2026 B-30.73%
San Antonio Water System0.73%
PENNSYLVANIA ST HGR EDUCTNL FA PASHGR 11/61 ADJUSTABLE VAR0.73%
State of Louisiana, Series 2023 A-20.73%
MET TRANSPRTN AUTH NY REVENUE MTATRN 11/35 ADJUSTABLE VAR0.73%
DT OF COLUMBIA-C-10.73%
INDIANA ST MUNI PWR AGY0.73%
NEW YORK-I-30.73%
SAN ANTONIO TX ELEC & GAS REVENUE0.72%
Snohomish County Housing Authority0.71%
OH WTR DEV AUTH-C0.70%
RESTRUCTURED-SER A10.69%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.69%
NY CITY HSG DEV-B0.68%
Development Authority of Burke County (The), Series 2009-10.65%
DETROIT MI CITY SCH DIST REGD N/C B/E AG Q-SB 6.000000000.65%
DFW ARPT 5% 11/1/2028 @0.65%
MET TRANSPRTN AUTH NY REVENUE0.64%
MASSACHUSETTS ST DEV FIN AGY R REGD N/C B/E AG 5.000000000.63%
Wayne County Airport Authority, Series 2025 G0.63%
State of Connecticut Special Tax Revenue0.60%
RACINE UNIF SD-B-NANS0.59%
NASHVILLE & DAVIDSON0.59%
NY NY CITY HS(NEW YORK MHSG) 3.25% 2/1/30 MT 650.58%
MET TRANSPRTN AUTH NY REVENUE MTATRN 11/31 ADJUSTABLE VAR0.58%
MS BUS FIN COMMSN-G0.58%
NH HLTH & EDU FACS-A0.57%
County of Baltimore, Series 20240.56%
TX TAREDU 11/15/20640.56%
NYC TRANS FIN AUTH-A40.55%
TX LAVMFH 11/01/20440.54%
MS BUS FIN-VAR-B-CHEV0.51%
NJ HSG & MTGE FIN-B0.51%
Main Street Energy, Inc., Series D0.50%
DT OF COLUMBIA-C-20.49%
UTILITY-TE-20.48%
NJ HSG & MTGE FIN-B0.48%
CA STWD CMNTYS DEV-B0.47%

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