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SMAIX vs AUSM

Shared holdings
43
SMAIX covered by AUSM
14.26%
AUSM covered by SMAIX
14.26%

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.

SMAIX (March 31, 2026)

SecurityWeight
LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY/FL V71.51%
JP MORGAN CHASE PUTTERS/DRIVERS TRUST VARIOUS STATES1.40%
PRT ARTHR TX MTVA10E Q=SELF V71.40%
ROSWELL GA HSG AUTH1.18%
MAIN STR NAT GA 0% 8/1/20521.12%
TNDR-FLTRS-BAML60470.99%
OREGON ST HSG & CMNTY SVCS DEPT MTGE REVENUE0.97%
Los Angeles (City of), CA, Series 2025, RN0.94%
COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 2.650000000.94%
CONNECTICUT HSG FIN AUTH HSG MTGE FIN PROGRAM0.94%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES0.94%
NEW YORK ST HSG FIN AGY REVENUE0.93%
INDIANA ST FIN AUTH ENVRNMNTL REVENUE0.85%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES0.75%
TX SANUTL 02/01/20550.74%
TX DALAPT 11/01/20500.74%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES0.70%
COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 5.000000000.69%
JPM-PUTTERS-MIZ92450.69%
NY MTA TRANSP 5% 11/15/20260.67%
RURAL WTR FING AGY KY PUBLIC P RURAL WATER FINANCING AGENCY0.66%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES0.66%
IL U CHIC MED CTR 09D1 L=TD V10.66%
CALIFORNIA CMY 2026 XM1346 D10.64%
CENTRL BRADFORD PROGRESS AUTHPA0.64%
Tender Option Bond Trust Receipts/Certificates0.61%
WHITING IN ENVRNMNTL FACS REVE REGD V/R B/E AMT 5.000000000.60%
NEWARK NJ0.57%
PINELLAS CO HSG FIN0.57%
NYC HSG DEV CORP-A-20.56%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES0.56%
GAINESVILLE FL UTILITIES SYS R GAIUTL 10/42 ADJUSTABLE VAR0.56%
ALLGNY CNTY HDA 0% 11/15/20470.56%
WISCONSIN ST HSG & ECON DEV AUTH HOME OWNERSHIP REVENUE0.55%
TNDR OPT-FLTRS-XX14410.53%
IN FIN REV 5% 2/1/20300.50%
Dallas Independent School District, Series 2026B0.50%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES0.49%
MO HLTH & EDU FACS AU0.49%
TENDER OPTION BOND TRUST RECEI TENDER OPTION BOND TRUST RECEIPTS/CERTIFICATES0.48%
County of Allen OH Hospital Facilities Revenue0.48%
PARK CITY KS 3.625% 10/1/20270.48%
NY TRANS CORP 5% 1/1/2027 @0.47%
NTHSIDE TX ISD 3.55% MT0.47%
OKLAHOMA HSG FIN AGY COLLATERALIZED REVENUE BONDS0.47%
BRISTOL-WAR RI 5% 06/04/26 BAN0.47%
Long Island Power Authority, Series 2025B0.47%
TNDR OPT-A-VRS2120.47%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES0.47%
NEW YORK CITY NY MUNI WTR FIN REGD V/R B/E 2.500000000.47%

AUSM (March 31, 2026)

SecurityWeight
HAMILTON REV -REF2.69%
JP MORGAN CHASE PUTTERS/DRIVERS TRUST VARIOUS STATES2.52%
TX DNNSCD 08/15/20552.42%
DANE CNTY WI2.37%
Water & Sewer System 2nd Resolution RB Fiscal 2015 Series BB12.35%
CT ST HLTH AUTH-A-32.11%
WESTFIELD WASHINGTON IN MULTI-SCH BLDG CORP1.74%
TX PSPSCD 02/15/20531.73%
UNIVERSITY HOSPITALS HEALTH SYSTEM INC OBLIGATED GROUP 5.0% 01-15-271.71%
CHICAGO MIDWAY INTL 5.00%1.71%
ALASKA ST MUNI BOND BANK AUTH1.70%
Chandler Industrial Development Authority, Series 20071.70%
MCCOOK NE1.69%
KILGORE TX INDEP SCH DIST REGD V/R B/E PSF-GTD 4.000000001.69%
AKRON OH CITY SD-NTS1.69%
PUBLIC FIN AUTH WI HOSP REVENUE1.69%
Town of Hudson MA 5.00% 06/11/20261.68%
PENNSYLVANIA ST HSG FIN AGY MF REGD V/R B/E HUD SEC 3.150000001.68%
JCKSNVL FL BAPTIST HLTH 19D V71.68%
W JEFFERSON AL INDL DEV BRD SOL WST DISP REVENUE1.68%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES1.68%
PLYMOUTH MN MF HSG DEV REVENUE1.68%
PHILADELPHIA PA1.68%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT1.68%
FOREST LAKE MN MF HSG REVENUE1.68%
TX SANUTL 02/01/20551.68%
MAIN STR NAT GA 0% 8/1/20521.68%
RESIDENCES AT MARINA VILLAGE LLC (MPT) 2.85% 10-01-431.67%
MONROE CNTY GA DEV AUTH POLL C REGD V/R B/E 2.800000001.65%
SCRANTON-LACKAWANNA PA HLTH & WELFARE AUTH1.53%
FW CHAPARRAL PFC TX RSDL DEV REVENUE1.51%
HUTTO TX ISD 4% MT1.38%
PARLIER CA UNIF SCH DIST1.36%
RICHMOND HEIGHTS OH1.35%
LOGAN CNTY OH1.35%
TENDER OPTION BOND TRUST1.34%
SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE1.34%
MICHIGAN ST BLDG AUTH REVENUE1.34%
PA THO JFFRSN U 18D RFLOAT V71.34%
LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY/FL V71.34%
SEWARD CNTY NE RURAL FIRE PROT DIST1.26%
CENTRL BRADFORD PROGRESS AUTHPA1.26%
OKLAHOMA ST DEV FIN AUTH HLTHSYS REVENUE1.26%
Tulsa County Industrial Authority1.24%
CHICAGO IL BRD OF EDU CHIEDU 12/29 FIXED 5.251.10%
HACG RAD II LP HUD SECT 8 (MPT) 3.3% 11-01-281.10%
California Community Choice Financing Authority, Series B-11.06%
COOK CNTY IL HIGH SCH DIST #201J STERLING MORTON TWP1.05%
Southeast Energy Authority, Alabama, Energy Supply Revenue Bonds, Cooperative District Series 2025E1.03%
SPRING TX INDEP SCH DIST1.02%

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