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STAX vs NCHAX

Shared holdings
1
STAX covered by NCHAX
1.68%
NCHAX covered by STAX
1.68%

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.

STAX (March 31, 2026)

SecurityWeight
Housing & Redevelopment Authority of The City of St Paul Minnesota, Series 2017A3.85%
City of Chicago Waterworks, Series 20043.78%
State of Texas, Series 20183.52%
Port Authority of New York & New Jersey, Series 2463.18%
NYC MUNI WTR-AA3-ADJ3.18%
Pittsburgh Water & Sewer Authority, Series 2017A3.03%
New Hampshire Business Finance Authority, Series 20212.80%
MONT PA HR ED 5% 9/1/20292.69%
Arizona Industrial Development Authority, Series 2022A2.67%
Colorado Educational & Cultural Facilities Authority, Series 20142.61%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE2.57%
New Jersey Transportation Trust Fund Authority, Series 2019BB2.52%
MAIN STR NAT GA 5% 12/1/2052 MT2.49%
IL CHIEDU 5.25 12/01/20302.48%
Commonwealth Financing Authority, Tobacco Master Settlement Payment2.48%
City of Chaska, Series 2015A2.47%
Colorado Health Facilities Authority, Series 2017A2.44%
New York Transportation Development Corp., Series 20222.39%
DENVER CO ARPT 5.25% 11/15/20262.26%
AUGUSTA GA DEV AUTH R2.23%
State of Connecticut, Series 2018E2.19%
DETROIT MI REGD B/E 5.000000002.13%
LOWER AL GAS DIST GAS2.07%
OKLAHOMA ST DEV FIN AUTH HLTHSYS REVENUE2.04%
COMMONSPIRIT HEALTH OBL1.85%
New York City Municipal Water Finance Authority, Series 2026DD1.78%
REGL CO TRANSPRTN DIST PRIV ACTIVITY REVENUE1.69%
State of Illinois, Series 2019B1.68%
RESTRUCTURED-SER A11.68%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2023, RB1.68%
ALLENTOWN PA NEIGHBORHOOD IMPT ZONE DEV AUTH TAX REVENUE1.67%
WA ST HLTH CARE FACS1.66%
New York (City of), NY Industrial Development Agency (Yankee Stadium), Series 2020, Ref. RB1.64%
Utility Debt Securitization Authority, Series 2016A1.60%
COLORADO ST HLTH FACS1.59%
Maricopa County Industrial Development Authority, Series 2020A1.58%
BLACK BELT ENERGY GAS VAR1.58%
Buckeye Tobacco Settlement Financing Authority, Ohio, Tobacco Settlement Asset-Backed Revenue Bonds, Refunding Senior Lien Series 2020A-2 Class 11.51%
Texas Department of Housing & Community Affairs, Series 2022B1.49%
Virginia Public Building Authority, Series 2021A11.48%
CA ST MFA REV 5% 7/1/20291.45%
State of New Jersey, Series 2020A1.28%
Cumberland County Municipal Authority, Series 20191.23%
State of Illinois, Series 2021A1.11%
NY MTA TRANSP 5% 11/15/20300.99%
New York Transportation Development Corp., Series 20180.98%
Ohio Housing Finance Agency0.88%
TX PRIVATE ACTIVITY-A0.84%
Tarrant County Cultural Education Facilities Finance Corp., Series 20160.63%
Nashville (City of) & Davidson (County of), TN Metropolitan Government Health & Educational Facilities Board (The) (Vanderbilt Univ Medical Center)0.40%

NCHAX (Feb. 28, 2026)

SecurityWeight
CENTRL VLY CA ENERGY AUTH COMM REGD V/R B/E 5.000000004.49%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Second Series 2023 C, Ref. RB1.83%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2023, RB1.81%
California Community Choice Financing Authority, Series F1.62%
CSCDA Community Improvement Authority, California, Essential Housing Revenue Bonds, Moda at Monrovia Station, Social Series 2021A-21.50%
CALIFORNIA COMMUNITY VAR1.49%
Santa Ana Unified School District, Orange County, California, General Obligation Bonds, 2018 Election Series 2022C1.47%
California Community Housing Agency, Series A1.44%
LOMA LINDA UNIVERSITY MEDICAL CENTER OBLIGATED GROUP 5.5% 12-01-541.40%
CSCDA Community Improvement Authority, California, Essential Housing Revenue Bonds, Altana Glendale, Series 2021A-11.38%
California Community Housing Agency, Workforce Housing Revenue Bonds, Annadel Apartments, Series 2019A1.26%
Pasedena (City of), CA, Series 2025, GO Bonds1.08%
California Municipal Finance Authority, Revenue Bonds, American Musical and Dramatic Academy Inc., Series 2023A1.07%
WASHINGTON TWP CA HLTH CARE DI WASMED 08/45 FIXED 41.05%
CALIFORNIA COMMUNITY VAR1.00%
SAN FRANCISCO BAY-D10.97%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.93%
RESTRUCTURED-SER A10.91%
CALIFORNIA COMMUNITY VAR0.89%
Toll Road Sr Lien Refunding RB Series 2021A0.89%
San Diego County Regional Airport Authority, Series 2023 B0.87%
Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Subordinate Lien Series 2018C0.85%
California School Finance Authority, California, Charter School Revenue Bonds, Alta Public Schools - Obligated Group, Series 2020A0.80%
Pittsburg Unified School District, Series 20160.80%
Madera County, California, Special Tax Bonds, Community Facilities District 2021-1 Tesoro Viejo II Improvement Area 1, Series 20220.76%
M-S-R Energy Authority, Series C0.75%
California (State of) School Finance Authority (Granada Hills Charter Obligated Group), Series 2019, RB0.74%
CA ST UNIV TRUSTEES-A0.74%
California Educational Facilities Authority, Series 20250.73%
California (State of) Health Facilities Financing Authority (Lucile Salter Packard Children's Hospital at Stanford), Series 2017, RB0.66%
CA ST FIN AUTH 5.125% 7/1/20620.63%
CA MUNI FIN AUTH-A-10.62%
California Community Housing Agency, Series 2021 A-20.59%
CALIFORNIA ST MUNI FIN AUTH RE REGD B/E 6.000000000.59%
California School Finance Authority, Charter School Lease Revenue Bonds, Pathways to College Project, Series 2023A0.58%
California (State of) Housing Finance Agency (Social Certificates), Series 2023-1, RB0.56%
Dublin Community Facilities District 2015-1 Dublin Crossing, California, Special Tax Bonds, Improvement Area 2, Series 20190.55%
California Community Choice Financing Authority, Series 2023 E-10.54%
River Islands Public Financing Authority, Series 20250.54%
CSCDA Community Improvement Authority, Series 2021 A-20.52%
California (State of) County Tobacco Securitization Agency, Series 2006 A, RB0.52%
California Community Housing Agency, Series 2020 A0.47%
San Diego Public Facilities Financing Authority, California, Lease Revenue Bonds, Capital Improvement Projects, Series 2021A0.47%
California (State of) Municipal Finance Authority (NorthBay Healthcare Group), Series 2017 A, RB0.46%
CA ST MFA REV 5.25% 11/1/20410.46%
CMFA SPL FIN AGY I CA ESSENTIA REGD B/E 4.000000000.45%
OAKLAND UNIF SCH D-A0.45%
San Francisco Airports Commission, California, Revenue Bonds, San Francisco International Airport, Second Series 2018D0.44%
San Diego County Regional Airport Authority, Series 2021B0.43%
Stockton, California, Special Tax Revenue Bonds, Community Facilities District 19-1, Cannery Park II, Series 20220.42%

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