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SMAIX vs EVSM

Shared holdings
23
SMAIX covered by EVSM
5.36%
EVSM covered by SMAIX
5.36%

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%

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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