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STAX vs SHYD

Shared holdings
4
STAX covered by SHYD
1.81%
SHYD covered by STAX
1.81%

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%

SHYD (Jan. 31, 2026)

SecurityWeight
UNITED AIRLINES INC 4.0% 07-15-291.69%
PATRIOTS EN GRP 5.25% MT1.36%
RESTRUCTURED-SER A11.12%
DESERTXPRESS ENTERPRISES LLC (MPT) 12.0% 01-01-651.12%
RESTRUCTURED-SER A11.02%
UNITED AIRLINES INC 5.5% 11-01-371.02%
DENVER CO UAL LEASE AMT 5.0% 10-01-320.99%
NATGASOLINE LLC 4.625% 10-01-310.95%
NOVELIS CORP (MPT) 5.0% 06-01-550.90%
NY TRNSPRTN DEV-AMT0.88%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2025A0.81%
RESTRUCTURED-SER A10.81%
NY TRANS CORP 5.25% 8/1/2031 @0.72%
NY TRANS CORP 5% 8/1/2031 AMT0.67%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB0.67%
California (State of) Housing Finance Agency, Series 2019 A-2, RB0.66%
CHIEDU 5 12/1/20360.63%
UNITED AIRLINES INC 5.0% 07-01-290.62%
MET TRANSPRTN AUTH NY REVENUE0.58%
MIAMI-DADE CNTY FL AVIATION REVENUE0.58%
New York Transportation Development Corp. (Terminal 4 JFK International Airport), Series 2022, RB0.54%
CALIFORNIA COMMUNITY VAR0.54%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.53%
CALIFORNIA COMMUNITY VAR0.53%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series B0.53%
CHICAGO IL BRD OF EDU REGD N/C B/E 5.000000000.53%
New York Transportation Development Corp., Series 20220.53%
CHICAGO IL BRD OF EDU0.52%
CHICAGO IL BRD OF EDU CHICAGO BOARD OF EDUCATION0.52%
BLACK BELT ENERGY GAS VAR0.52%
UNITED AIRLINES INC 5.0% 07-15-270.51%
CALIFORNIA COMMUNITY VAR0.51%
New York Transportation Development Corp., Series 20210.51%
UNITED STATES STEEL CORP 4.125% 12-01-260.51%
OHIO VALLEY ELECTRIC CORP 3.25% 09-01-290.51%
BROOKLYN EVENTS CENTER LLC 5.0% 07-15-300.46%
UNITED AIRLINES INC 5.0% 07-15-270.45%
CA ST CMNTY DEV AUTH0.44%
MIAMI-DADE CNTY FL AVIATION REVENUE0.43%
NY TRANS CORP 4% 7/1/2035 @0.42%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.42%
CHICAGO IL BRD OF EDU CHICAGO BOARD OF EDUCATION0.42%
RI HLTH & EDU-B-REF0.42%
California Community Choice Financing Authority, Series 2026 A-10.41%
UNITED AIRLINES INC 5.5% 11-01-360.41%
TENNERGY CORP TN GAS REVENUE TGYPWR 10/53 ADJUSTABLE VAR0.41%
Escambia County Health Facilities Authority0.41%
NY NYEFAC 07/01/20560.40%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.40%
City of Chicago, Series A0.40%

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