{
  "page": "compare",
  "query": {
    "a": "COTAX",
    "b": "WTCOX"
  },
  "retrieved_at": "2026-07-07T18:04:41+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "NYLI MacKay Colorado Muni Fund",
    "ticker": "COTAX",
    "slug": "COTAX",
    "series_id": "S000085226",
    "html_url": "https://fundwatcher.app/funds/COTAX/"
  },
  "fund_b": {
    "name": "SBH COLORADO TAX FREE FUND",
    "ticker": "WTCOX",
    "slug": "WTCOX",
    "series_id": "S000006745",
    "html_url": "https://fundwatcher.app/funds/WTCOX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.06229181114344218652401768311",
    "coverage_b_by_a": "0.06229181114344218652401768311",
    "shared_count": 6,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
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      },
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        "name": "City & County of Denver, Series A",
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        "weight": "0.02614606",
        "shared": false
      },
      {
        "name": "COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 5.00000000",
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      },
      {
        "name": "Midcities Metropolitan District No. 2",
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      {
        "name": "City of Fort Collins",
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      },
      {
        "name": "DENVER CO SCH 1 5.5% 12/1/47",
        "value": "2204469.60",
        "weight": "0.02057056",
        "shared": false
      },
      {
        "name": "Boulder Larimer & Weld Counties St Vrain Valley School District Re1J, Series C",
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      },
      {
        "name": "Eagle County Housing & Development Authority",
        "value": "2015295.40",
        "weight": "0.01880532",
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      },
      {
        "name": "STC Metropolitan District No. 2, Series A-1",
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      },
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      },
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        "name": "E-470 Public Highway Authority, Series A",
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      },
      {
        "name": "Territory of Guam, Series G",
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      },
      {
        "name": "City of Boulder",
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      },
      {
        "name": "State of Colorado, Series B",
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      },
      {
        "name": "COLORADO SPRINGS-REV",
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      },
      {
        "name": "Southglenn Metropolitan District, Series 2016",
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      },
      {
        "name": "Adams 12 Five Star Schools, Adams County, Colorado, General Obligation Bonds, Series 2025",
        "value": "1497109.64",
        "weight": "0.01396998",
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      },
      {
        "name": "ADAMS COUNTY SCHOOL DISTRICT NO 14 ST AID WITHHLDG 5.5% 12-01-35",
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      },
      {
        "name": "ADAMS COUNTY SCHOOL DISTRICT NO 14 ST AID WITHHLDG 5.0% 12-01-34",
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      },
      {
        "name": "DENVER CO ARPT 5.75% 11/15/2040",
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      {
        "name": "Town of Frederick",
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        "name": "COLORADO ST HLTH FACS AUTH REV COSMED 11/35 FIXED 5.25",
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      {
        "name": "UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-39",
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      },
      {
        "name": "Metropolitan State University of Denver, Series A",
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      {
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      },
      {
        "name": "DREY-GVT CSH-I",
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      {
        "name": "Baseline Metropolitan District No. 1, Series A",
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      {
        "name": "Colorado Housing and Finance Authority, Series C-1",
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      {
        "name": "Town of Castle Rock",
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      {
        "name": "Eagle County, CO Air Terminal Corporation Rev. (Airport Terminal) B, AMT",
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      {
        "name": "Colorado Bridge & Tunnel Enterprise, Series A",
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      {
        "name": "COLORADO ST HLTH FACS AUTH REV REGD N/C B/E 5.00000000",
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      {
        "name": "COLORADO SPRINGS CO UTILITIES REVENUE",
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      },
      {
        "name": "Colorado Bridge & Tunnel Enterprise, Series A",
        "value": "1153112.90",
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      {
        "name": "Fort Collins-Loveland Water District",
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      {
        "name": "COLORADO SPRINGS CO UTILITIES REVENUE",
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      {
        "name": "COLORADO ST HSG & FIN AUTH REGD B/E GNMA/FN 6.25000000",
        "value": "1138681.60",
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      {
        "name": "Denver City & County School District No. 1, Series 2021, GO Bonds",
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      {
        "name": "Regional Transportation District",
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      {
        "name": "Adams County School District No. 1",
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      {
        "name": "Gunnison County Housing Authority",
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      {
        "name": "MET ST UNIV OF DENVER CO INSTNL ENTERPRISE REVENUE",
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      {
        "name": "Colorado Housing and Finance Authority, Series H, Class I",
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      {
        "name": "Black Belt Energy Gas District, Series F",
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      },
      {
        "name": "Black Belt Energy Gas District, Series F",
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      {
        "name": "Main Street Energy, Inc., Series D",
        "value": "1080003.20",
        "weight": "0.01007783",
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      },
      {
        "name": "PK CREEK MET DIST-REF",
        "value": "1070675.10",
        "weight": "0.00999079",
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      },
      {
        "name": "TX TMGUTL 01/01/2054",
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      {
        "name": "California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB",
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      {
        "name": "Colorado Health Facilities Authority, Series A",
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    "b_top": [
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        "name": "US TREASURY N/B",
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      },
      {
        "name": "COLORADO ST HSG & FIN AUTH REGD B/E GNMA/FN 6.25000000",
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      },
      {
        "name": "Rampart Range Metropolitan District No. 1, Series 2017, Ref. RB",
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      {
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      },
      {
        "name": "COLORADO SPRINGS-REV",
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      },
      {
        "name": "COLORADO HSG & FIN AUTH MULTIFAMILY HSG VAR Due 10/1/2027",
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      },
      {
        "name": "COLORADO ST HSG & FIN AUTH REGD B/E GNMA/FN 6.50000000",
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        "shared": false
      },
      {
        "name": "COLORADO ST SCH OF MINES INSTNL ENTERPRISE REVENUE",
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        "weight": "0.02441585",
        "shared": false
      },
      {
        "name": "Gunnison Watershed School District RE1J, Gunnison and Saguache Counties, Colorado, General Obligation Bonds, Series 2023",
        "value": "6724348.80",
        "weight": "0.02326353",
        "shared": false
      },
      {
        "name": "COLORADO ST HSG & FIN AUTH",
        "value": "6589516.94",
        "weight": "0.02279706",
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      },
      {
        "name": "NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS VAR 06/15/2050",
        "value": "6455000.00",
        "weight": "0.02233169",
        "shared": false
      },
      {
        "name": "COLORADO ST HSG & FIN AUTH",
        "value": "6104372.40",
        "weight": "0.02111866",
        "shared": false
      },
      {
        "name": "MAIKER HSG PARTNERS CO MF HSG REV",
        "value": "6036163.80",
        "weight": "0.02088268",
        "shared": false
      },
      {
        "name": "Southshore Metropolitan District 2 Aurora, Arapahoe County, Colorado, General Obligation Bonds, Limited Tax Improvement Series 2020A-2",
        "value": "5776336.44",
        "weight": "0.01998379",
        "shared": false
      },
      {
        "name": "COLORADO ST HSG & FIN AUTH REGD B/E GNMA CO 3.00000000",
        "value": "5533963.15",
        "weight": "0.01914527",
        "shared": false
      },
      {
        "name": "COLORADO HSG & FIN AUTH MULTI FAMILY PROJ 3.35%, Due 10/1/2026",
        "value": "5290000.00",
        "weight": "0.01830126",
        "shared": false
      },
      {
        "name": "State of Colorado, Series B",
        "value": "5030445.00",
        "weight": "0.01740330",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "4999500.40",
        "weight": "0.01729625",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4895898.45",
        "weight": "0.01693783",
        "shared": false
      },
      {
        "name": "Adams & Arapahoe Joint School District 28J Aurora 5.5%, DUE 12/01/2041",
        "value": "4880735.70",
        "weight": "0.01688537",
        "shared": false
      },
      {
        "name": "COLORADO ST HSG & FIN AUTH",
        "value": "4332454.00",
        "weight": "0.01498854",
        "shared": true
      },
      {
        "name": "COLORADO ST HSG FIN AUTH MF HSG REVENUE",
        "value": "4179084.83",
        "weight": "0.01445794",
        "shared": false
      },
      {
        "name": "COLORADO HSG & FIN AUTH MULTI FAMILY 2.8%, DUE 10/01/2029",
        "value": "4148946.50",
        "weight": "0.01435368",
        "shared": false
      },
      {
        "name": "DENVER COLO CITY & CNTY MULTI-FAMILY HSG 4.7%, DUE 10/1/2042",
        "value": "3633733.25",
        "weight": "0.01257125",
        "shared": false
      },
      {
        "name": "COLORADO HSG & FIN AUTH MULTIFAMILY HSG VAR Due 10/1/2027",
        "value": "3558266.69",
        "weight": "0.01231016",
        "shared": false
      },
      {
        "name": "Public Authority for Colorado Energy, Series 2008, RB",
        "value": "3548344.20",
        "weight": "0.01227584",
        "shared": true
      },
      {
        "name": "COLORADO ST HLTH FACS AUTH REVENUE",
        "value": "3500000.00",
        "weight": "0.01210858",
        "shared": false
      },
      {
        "name": "Fremont Custer & El Paso Counties School 5.25%, Due 12/1/2047",
        "value": "3429810.80",
        "weight": "0.01186576",
        "shared": false
      },
      {
        "name": "Centennial Water & Sanitation District, Series 2024, RB",
        "value": "3401656.05",
        "weight": "0.01176835",
        "shared": false
      },
      {
        "name": "Denver Urban Renewal Authority, Colorado, Tax Increment Revenue Bonds, 9th and Colorado Urban Redevelopement Area, Series 2018A",
        "value": "3307908.45",
        "weight": "0.01144402",
        "shared": false
      },
      {
        "name": "Eagle County Housing & Development Authority",
        "value": "3273675.70",
        "weight": "0.01132559",
        "shared": true
      },
      {
        "name": "Colorado Educational & Cultural Facilities Auth. Authorized Revenue",
        "value": "3146483.50",
        "weight": "0.01088556",
        "shared": false
      },
      {
        "name": "E-470 Public Highway Authority, Series B",
        "value": "2996573.70",
        "weight": "0.01036693",
        "shared": false
      },
      {
        "name": "Town of Gypsum CO Sewer Revenue 5%, Due 12/01/2044",
        "value": "2888887.93",
        "weight": "0.00999438",
        "shared": false
      },
      {
        "name": "COLORADO BRIDGE & TUNNEL ENTER REGD B/E AG 5.25000000",
        "value": "2849016.38",
        "weight": "0.00985644",
        "shared": false
      },
      {
        "name": "Town of Silverthorne CO 5%, Due 12/1/2044",
        "value": "2797779.90",
        "weight": "0.00967919",
        "shared": false
      },
      {
        "name": "COLORADO HSG & FIN AUTH MULTI FAMILY 3.4%, DUE 10/1/2029",
        "value": "2613412.62",
        "weight": "0.00904135",
        "shared": false
      },
      {
        "name": "Hyland Hills Park & Recreation District 5%, Due 12/15/2041",
        "value": "2554689.38",
        "weight": "0.00883819",
        "shared": false
      },
      {
        "name": "Town of Breckenridge CO",
        "value": "2456520.83",
        "weight": "0.00849857",
        "shared": false
      },
      {
        "name": "COLORADO ST HSG FIN AUTH MF HSG REVENUE",
        "value": "2351122.60",
        "weight": "0.00813393",
        "shared": false
      },
      {
        "name": "COLORADO SPRINGS CO UTILITIES REVENUE",
        "value": "2200000.00",
        "weight": "0.00761111",
        "shared": false
      },
      {
        "name": "COLORADO SCH MINES INSTL ENTERPRISE REV 4.8%, Due 12/1/2027",
        "value": "2023531.40",
        "weight": "0.00700060",
        "shared": false
      },
      {
        "name": "DENVER COLO CITY & CNTY MULTIFAMILY HSG REV BDS 5%, DUE 11/1/2052",
        "value": "2023371.20",
        "weight": "0.00700005",
        "shared": false
      },
      {
        "name": "COLORADO HSG & FIN AUTH MULTI FAMILY PROJ 5.082%, Due 10/1/2026",
        "value": "2000000.00",
        "weight": "0.00691919",
        "shared": false
      },
      {
        "name": "COLORADO ST HSG & FIN AUTH",
        "value": "1931356.15",
        "weight": "0.00668171",
        "shared": false
      },
      {
        "name": "Raindance Metropolitan District No. 2, Series 2024",
        "value": "1720303.20",
        "weight": "0.00595155",
        "shared": false
      },
      {
        "name": "Colorado (State of) Health Facilities Authority (Vail Valley Medical Center), Series 2015, RB",
        "value": "1632231.14",
        "weight": "0.00564686",
        "shared": false
      },
      {
        "name": "Colorado Educational & Cultural Facilities Auth 5.375%, DUE 12/01/2060",
        "value": "1607957.12",
        "weight": "0.00556288",
        "shared": false
      },
      {
        "name": "PK CREEK MET DIST-REF",
        "value": "1606323.75",
        "weight": "0.00555723",
        "shared": false
      },
      {
        "name": "Town of Gypsum CO Sewer Revenue 5%, Due 12/01/2043",
        "value": "1586544.45",
        "weight": "0.00548880",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-006913",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1469192/000207169126006913/0002071691-26-006913-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-008415",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/357204/000091047226008415/0000910472-26-008415-index.htm"
    }
  ]
}